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
- $29.4bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 94 comparable managers.
Eli Lilly & Co
- Holders
- 46
- Reported value
- $93.9bn
- Buyers
- 24
- Sellers
- 23
Breadth +1 among 94 comparable managers.
Who holds both, Q4 2024
Both (32)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, 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, Soros Fund Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only BSX (8)
Arrowstreet Capital LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Point72 Asset Management LP, Steadfast Capital Management LP, Viking Global Investors LP, Walleye Capital LLC
Only LLY (14)
Coatue Management LLC, Egerton Capital UK LLP, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, 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.