Holders over time
- ATRC
- LLY
| Quarter | ATRC | LLY |
|---|---|---|
| Q3 2020 | 3 holders, $30m | 33 holders, $14.1bn |
| Q4 2020 | 4 holders, $73m | 29 holders, $17.3bn |
| Q1 2021 | 5 holders, $254m | 24 holders, $23.0bn |
| Q2 2021 | 4 holders, $278m | 24 holders, $27.8bn |
| Q3 2021 | 4 holders, $273m | 31 holders, $29.9bn |
| Q4 2021 | 3 holders, $254m | 31 holders, $34.7bn |
| Q1 2022 | 3 holders, $268m | 24 holders, $35.3bn |
| Q2 2022 | 2 holders, $165m | 33 holders, $42.7bn |
| Q3 2022 | 3 holders, $162m | 31 holders, $43.4bn |
| Q4 2022 | 2 holders, $159m | 31 holders, $46.6bn |
| Q1 2023 | 3 holders, $155m | 33 holders, $44.3bn |
| Q2 2023 | 4 holders, $211m | 37 holders, $59.6bn |
| Q3 2023 | 4 holders, $201m | 44 holders, $67.6bn |
| Q4 2023 | 3 holders, $125m | 45 holders, $73.6bn |
| Q1 2024 | 2 holders, $140m | 41 holders, $95.3bn |
| Q2 2024 | 2 holders, $109m | 43 holders, $110bn |
| Q3 2024 | 4 holders, $151m | 45 holders, $107bn |
| Q4 2024 | 4 holders, $157m | 46 holders, $93.9bn |
| Q1 2025 | 10 holders, $284m | 42 holders, $98.4bn |
| Q2 2025 | 6 holders, $335m | 43 holders, $93.2bn |
| Q3 2025 | 4 holders, $290m | 39 holders, $86.7bn |
| Q4 2025 | 6 holders, $381m | 41 holders, $123bn |
| Q1 2026 | 3 holders, $178m | 39 holders, $106bn |
| Q2 2026 | 3 holders, $125m | 44 holders, $132bn |
Atricure Inc
- Holders
- 4
- Reported value
- $151m
- Buyers
- 3
- Sellers
- 1
Breadth +2 among 94 comparable managers.
Eli Lilly & Co
- Holders
- 45
- Reported value
- $107bn
- Buyers
- 24
- Sellers
- 22
Breadth +2 among 94 comparable managers.
Who holds both, Q3 2024
Only ATRC (1)
Only LLY (42)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, and 17 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.