Holders over time
- TFX
- LLY
| Quarter | TFX | LLY |
|---|---|---|
| Q3 2020 | 12 holders, $3.7bn | 33 holders, $14.1bn |
| Q4 2020 | 12 holders, $4.5bn | 29 holders, $17.3bn |
| Q1 2021 | 9 holders, $4.5bn | 24 holders, $23.0bn |
| Q2 2021 | 10 holders, $4.8bn | 24 holders, $27.8bn |
| Q3 2021 | 11 holders, $4.9bn | 31 holders, $29.9bn |
| Q4 2021 | 15 holders, $4.3bn | 31 holders, $34.7bn |
| Q1 2022 | 13 holders, $4.8bn | 24 holders, $35.3bn |
| Q2 2022 | 13 holders, $3.4bn | 33 holders, $42.7bn |
| Q3 2022 | 12 holders, $1.5bn | 31 holders, $43.4bn |
| Q4 2022 | 10 holders, $1.8bn | 31 holders, $46.6bn |
| Q1 2023 | 9 holders, $2.1bn | 33 holders, $44.3bn |
| Q2 2023 | 8 holders, $2.2bn | 37 holders, $59.6bn |
| Q3 2023 | 11 holders, $1.9bn | 44 holders, $67.6bn |
| Q4 2023 | 8 holders, $2.5bn | 45 holders, $73.6bn |
| Q1 2024 | 6 holders, $2.2bn | 41 holders, $95.3bn |
| Q2 2024 | 16 holders, $2.1bn | 43 holders, $110bn |
| Q3 2024 | 12 holders, $2.1bn | 45 holders, $107bn |
| Q4 2024 | 14 holders, $1.3bn | 46 holders, $93.9bn |
| Q1 2025 | 16 holders, $1.0bn | 42 holders, $98.4bn |
| Q2 2025 | 10 holders, $742m | 43 holders, $93.2bn |
| Q3 2025 | 9 holders, $1.0bn | 39 holders, $86.7bn |
| Q4 2025 | 9 holders, $989m | 41 holders, $123bn |
| Q1 2026 | 10 holders, $1.0bn | 39 holders, $106bn |
| Q2 2026 | 9 holders, $1.2bn | 44 holders, $132bn |
Teleflex Inc
- Holders
- 14
- Reported value
- $1.3bn
- Buyers
- 8
- Sellers
- 6
Breadth +2 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 (10)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Quantbot Technologies LP, Woodline Partners LP
Only TFX (4)
ExodusPoint Capital Management LP, Glenview Capital Management LLC, Moore Capital Management LP, Tudor Investment Corp
Only LLY (36)
Acadian Asset Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Lone Pine Capital LLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 11 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.