Holders over time
- EW
- LLY
| Quarter | EW | LLY |
|---|---|---|
| Q3 2020 | 21 holders, $6.1bn | 33 holders, $14.1bn |
| Q4 2020 | 14 holders, $6.3bn | 29 holders, $17.3bn |
| Q1 2021 | 22 holders, $6.0bn | 24 holders, $23.0bn |
| Q2 2021 | 25 holders, $7.7bn | 24 holders, $27.8bn |
| Q3 2021 | 22 holders, $8.5bn | 31 holders, $29.9bn |
| Q4 2021 | 20 holders, $9.2bn | 31 holders, $34.7bn |
| Q1 2022 | 22 holders, $7.9bn | 24 holders, $35.3bn |
| Q2 2022 | 22 holders, $6.6bn | 33 holders, $42.7bn |
| Q3 2022 | 29 holders, $6.2bn | 31 holders, $43.4bn |
| Q4 2022 | 28 holders, $5.8bn | 31 holders, $46.6bn |
| Q1 2023 | 26 holders, $5.8bn | 33 holders, $44.3bn |
| Q2 2023 | 25 holders, $5.9bn | 37 holders, $59.6bn |
| Q3 2023 | 25 holders, $4.6bn | 44 holders, $67.6bn |
| Q4 2023 | 22 holders, $5.1bn | 45 holders, $73.6bn |
| Q1 2024 | 23 holders, $7.0bn | 41 holders, $95.3bn |
| Q2 2024 | 20 holders, $6.8bn | 43 holders, $110bn |
| Q3 2024 | 19 holders, $3.8bn | 45 holders, $107bn |
| Q4 2024 | 22 holders, $5.0bn | 46 holders, $93.9bn |
| Q1 2025 | 23 holders, $5.0bn | 42 holders, $98.4bn |
| Q2 2025 | 23 holders, $5.2bn | 43 holders, $93.2bn |
| Q3 2025 | 22 holders, $5.0bn | 39 holders, $86.7bn |
| Q4 2025 | 23 holders, $5.9bn | 41 holders, $123bn |
| Q1 2026 | 25 holders, $6.0bn | 39 holders, $106bn |
| Q2 2026 | 25 holders, $6.9bn | 44 holders, $132bn |
Edwards Lifesciences Corp
- Holders
- 23
- Reported value
- $5.0bn
- Buyers
- 14
- Sellers
- 11
Breadth +3 among 95 comparable managers.
Eli Lilly & Co
- Holders
- 42
- Reported value
- $98.4bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 95 comparable managers.
Who holds both, Q1 2025
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Element Capital Management LLC, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only LLY (22)
Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Lone Pine Capital LLC, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund 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.