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Eli Lilly

2,022 hedge funds and large institutions have $182B invested in Eli Lilly in 2021 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 713 increasing their positions, 757 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 96

33% more funds holding in top 10

Funds holding in top 10: 4661 (+15)

23% more capital invested

Capital invested by funds: $148B → $182B (+$34B)

4% more funds holding

Funds holding: 1,9492,022 (+73)

0.01% more ownership

Funds ownership: 82.79%82.79% (+0.01%)

6% less repeat investments, than reductions

Existing positions increased: 713 | Existing positions reduced: 757

18% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.72B

Holders
2,022
Holders Change
+73
Holders Change %
+3.75%
% of All Funds
35.19%
Holding in Top 10
61
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+32.61%
% of All Funds
1.06%
New
192
Increased
713
Reduced
757
Closed
96
Calls
$1.41B
Puts
$1.72B
Net Calls
-$309M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
276
Los Angeles Capital Management
California
$21.2M -$49.4M -246,129 -73%
SSA
277
South Street Advisors
New York
$20.8M +$18.2M +90,697 New
PFM
278
Parsec Financial Management
North Carolina
$20.8M +$218K +1,086 +1%
MCM
279
Maple Capital Management
Vermont
$20.8M -$257K -1,280 -2%
Brown Advisory
280
Brown Advisory
Maryland
$20.7M -$538K -2,676 -3%
CII
281
Capital International Inc
California
$20.6M -$709K -3,529 -4%
SAM
282
Shell Asset Management
Netherlands
$20.5M -$1.93M -9,612 -10%
PFC
283
Poplar Forest Capital
California
$20.5M -$859K -4,274 -5%
OAM
284
Oppenheimer Asset Management
New York
$20.4M +$1M +4,988 +6%
AIM
285
Achmea Investment Management
Netherlands
$20.4M +$531K +2,642 +3%
LOIM
286
Liberty One Investment Management
Illinois
$20.3M +$10.4K +52 +0.1%
HIMCH
287
Hartford Investment Management Co (HIMCO)
Connecticut
$20.2M -$384K -1,914 -2%
SMDAM
288
Sumitomo Mitsui DS Asset Management
Japan
$20.1M +$1.7M +8,453 +11%
FBB
289
Fulton Breakefield Broenniman
Maryland
$19.9M -$8.28M -41,242 -32%
Renaissance Technologies
290
Renaissance Technologies
New York
$19.8M -$29.5M -146,847 -63%
PAG
291
Private Advisor Group
New Jersey
$19.7M -$1.61M -8,035 -9%
Dodge & Cox
292
Dodge & Cox
California
$19.7M -$1.32M -6,561 -7%
BHWM
293
Bar Harbor Wealth Management
New Hampshire
$19.3M -$92.4K -460 -0.5%
RB
294
Rodgers Brothers
Pennsylvania
$19.3M -$156K -775 -0.9%
PAM
295
Panagora Asset Management
Massachusetts
$19M -$7.38M -36,758 -31%
CI Investments Inc
296
CI Investments Inc
Ontario, Canada
$19M +$670K +3,336 +4%
FMI
297
Factory Mutual Insurance
Massachusetts
$19M -$12.4M -61,782 -43%
RG
298
Rathbones Group
United Kingdom
$18.9M +$346K +1,722 +2%
Squarepoint
299
Squarepoint
New York
$18.9M +$2.85M +14,205 +21%
CCG
300
Cypress Capital Group
Florida
$18.9M -$96.8K -482 -0.6%

LLY Hedge Fund Activity: Q2 2021 in Review

2,022 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2021, worth a combined $182B — up 23% from $148B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new LLY positions and 96 closed out — a net gain of 96 holders — while 713 added to existing stakes and 757 trimmed.

The largest buyer was Jennison Associates, adding an estimated $697M. The largest seller was Primecap Management, cutting an estimated $285M.

  • 2,022 institutional investors held Eli Lilly (LLY) as of Q2 2021, up from 1,949 in Q1 2021.
  • Funds reported $182B of Eli Lilly stock for Q2 2021, up 23% quarter-over-quarter.
  • 192 funds opened new Eli Lilly positions in Q2 2021 and 96 closed out, a net change of +96 holders.
  • The largest Eli Lilly buyer in Q2 2021 was Jennison Associates, an estimated $697M added.
  • The largest Eli Lilly seller in Q2 2021 was Primecap Management, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2021.