Holders over time
- INSM
- LLY
| Quarter | INSM | LLY |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 33 holders, $14.1bn |
| Q4 2020 | 8 holders, $1.0bn | 29 holders, $17.3bn |
| Q1 2021 | 6 holders, $816m | 24 holders, $23.0bn |
| Q2 2021 | 6 holders, $800m | 24 holders, $27.8bn |
| Q3 2021 | 7 holders, $803m | 31 holders, $29.9bn |
| Q4 2021 | 7 holders, $760m | 31 holders, $34.7bn |
| Q1 2022 | 8 holders, $680m | 24 holders, $35.3bn |
| Q2 2022 | 7 holders, $566m | 33 holders, $42.7bn |
| Q3 2022 | 10 holders, $379m | 31 holders, $43.4bn |
| Q4 2022 | 8 holders, $360m | 31 holders, $46.6bn |
| Q1 2023 | 6 holders, $282m | 33 holders, $44.3bn |
| Q2 2023 | 6 holders, $353m | 37 holders, $59.6bn |
| Q3 2023 | 7 holders, $415m | 44 holders, $67.6bn |
| Q4 2023 | 8 holders, $539m | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $437m | 41 holders, $95.3bn |
| Q2 2024 | 16 holders, $2.2bn | 43 holders, $110bn |
| Q3 2024 | 18 holders, $2.3bn | 45 holders, $107bn |
| Q4 2024 | 14 holders, $1.6bn | 46 holders, $93.9bn |
| Q1 2025 | 14 holders, $1.9bn | 42 holders, $98.4bn |
| Q2 2025 | 23 holders, $3.7bn | 43 holders, $93.2bn |
| Q3 2025 | 20 holders, $5.8bn | 39 holders, $86.7bn |
| Q4 2025 | 19 holders, $6.6bn | 41 holders, $123bn |
| Q1 2026 | 19 holders, $7.0bn | 39 holders, $106bn |
| Q2 2026 | 21 holders, $5.0bn | 44 holders, $132bn |
Insmed Inc
- Holders
- 18
- Reported value
- $2.3bn
- Buyers
- 10
- Sellers
- 10
Breadth 0 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 (15)
AllianceBernstein LP, Artisan Partners LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Woodline Partners LP
Only INSM (3)
Farallon Capital Management LLC, Point72 Asset Management LP, Soros Fund Management LLC
Only LLY (30)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, and 5 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.