Holders over time
- BSX
- LLY
| Quarter | BSX | LLY |
|---|---|---|
| Q3 2020 | 31 holders, $15.0bn | 33 holders, $14.1bn |
| Q4 2020 | 35 holders, $13.6bn | 29 holders, $17.3bn |
| Q1 2021 | 29 holders, $15.7bn | 24 holders, $23.0bn |
| Q2 2021 | 27 holders, $18.2bn | 24 holders, $27.8bn |
| Q3 2021 | 27 holders, $18.2bn | 31 holders, $29.9bn |
| Q4 2021 | 26 holders, $17.4bn | 31 holders, $34.7bn |
| Q1 2022 | 32 holders, $17.4bn | 24 holders, $35.3bn |
| Q2 2022 | 30 holders, $14.0bn | 33 holders, $42.7bn |
| Q3 2022 | 29 holders, $14.5bn | 31 holders, $43.4bn |
| Q4 2022 | 26 holders, $16.6bn | 31 holders, $46.6bn |
| Q1 2023 | 32 holders, $18.5bn | 33 holders, $44.3bn |
| Q2 2023 | 37 holders, $19.6bn | 37 holders, $59.6bn |
| Q3 2023 | 33 holders, $19.7bn | 44 holders, $67.6bn |
| Q4 2023 | 30 holders, $20.6bn | 45 holders, $73.6bn |
| Q1 2024 | 33 holders, $24.0bn | 41 holders, $95.3bn |
| Q2 2024 | 35 holders, $26.8bn | 43 holders, $110bn |
| Q3 2024 | 40 holders, $28.3bn | 45 holders, $107bn |
| Q4 2024 | 40 holders, $29.4bn | 46 holders, $93.9bn |
| Q1 2025 | 44 holders, $33.1bn | 42 holders, $98.4bn |
| Q2 2025 | 44 holders, $33.6bn | 43 holders, $93.2bn |
| Q3 2025 | 48 holders, $29.5bn | 39 holders, $86.7bn |
| Q4 2025 | 49 holders, $28.5bn | 41 holders, $123bn |
| Q1 2026 | 45 holders, $17.2bn | 39 holders, $106bn |
| Q2 2026 | 40 holders, $13.0bn | 44 holders, $132bn |
Boston Scientific Corp
- Holders
- 40
- Reported value
- $28.3bn
- Buyers
- 25
- Sellers
- 15
Breadth +10 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
Both (34)
AllianceBernstein LP, 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, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only BSX (6)
Farallon Capital Management LLC, Point72 Asset Management LP, Soros Fund Management LLC, Steadfast Capital Management LP, Tudor Investment Corp, Winton Group Ltd
Only LLY (11)
Acadian Asset Management LLC, Coatue Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC
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.