We are live on ! Find out more
LLY icon

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
FNBOO
401
First National Bank of Omaha
Nebraska
$10.4M
SIC
402
Salem Investment Counselors
North Carolina
$10.4M -$165K -820 -2%
DWT
403
Dorsey & Whitney Trust
South Dakota
$10.3M -$372K -1,851 -4%
RT
404
Rockland Trust
Massachusetts
$10.1M -$38.6K -192 -0.4%
SG Americas Securities
405
SG Americas Securities
New York
$10M -$18M -89,765 -67%
SAM
406
Sabadell Asset Management
Spain
$9.95M +$8.71M +43,364 New
RJT
407
Raymond James Trust
Florida
$9.9M +$69.1K +344 +0.8%
NAM
408
NTV Asset Management
West Virginia
$9.87M -$105K -524 -1%
EAM
409
Erste Asset Management
Austria
$9.83M +$563K +2,804 +7%
FAT
410
First American Trust
California
$9.78M +$40.2K +200 +0.5%
CAC
411
Core Alternative Capital
Georgia
$9.74M +$1.11M +5,518 +15%
CCMINC
412
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.7M -$9.44K -47 -0.1%
AP
413
Advisor Partners
California
$9.69M +$113K +565 +1%
DCM
414
Donaldson Capital Management
Indiana
$9.69M -$1.32M -6,570 -13%
RIG
415
Roosevelt Investment Group
New York
$9.67M +$38.8K +193 +0.5%
ACI
416
Alpha Cubed Investments
California
$9.63M +$204K +1,014 +2%
FQ
417
First Quadrant
California
$9.62M
FA
418
FDx Advisors
Illinois
$9.59M +$954K +4,749 +13%
E
419
Ergoteles
New York
$9.57M +$8.37M +41,681 New
CTC
420
Central Trust Company
Missouri
$9.56M -$50.4K -251 -0.6%
SH
421
SeaTown Holdings
Singapore
$9.48M +$8.3M +41,325 New
Impax Asset Management Group
422
Impax Asset Management Group
United Kingdom
$9.46M -$803 -4 -0%
FMWA
423
Forvis Mazars Wealth Advisors
Missouri
$9.37M -$403K -2,006 -5%
CCP
424
Corient Capital Partners
California
$9.32M +$561K +2,795 +7%
BBVA
425
Banco Bilbao Vizcaya Argentaria
Spain
$9.22M +$897K +4,467 +12%

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.