Portfolio changes · featured 13Fs
Activity
Moves in LLY across featured managers — New / Exit / Add / Reduce.
LLY · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| LLY | New | Glenview Capital Management | +1.26% | opened 1.3% | Q1→Q2 |
| LLY | New | Stanley Druckenmiller - Duquesne Family Office | +0.28% | opened 0.28% | Q1→Q2 |
| LLY | Add | Cathie Wood - Ark Investment Management | +0.51% | +509.5% sh | Q1→Q2 |
| LLY | Add | Ron Baron - Bamco Inc. (Baron Capital) | +0.02% | +65.2% sh | Q1→Q2 |
| LLY | Reduce | Mairs & Power | +0.48% | −1.3% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| LLY | Reduce | Jensen Investment Management | +0.29% | −33.4% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| LLY | Reduce | Polen Capital Management | +1.07% | −27.1% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home