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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
AIP
451
Ameritas Investment Partners
Nebraska
$7.89M -$197K -980 -3%
WKWM
452
Walter & Keenan Wealth Management
Indiana
$7.85M -$793K -3,949 -10%
ASN
453
Advisory Services Network
Georgia
$7.84M +$566K +2,816 +9%
AI
454
Atria Investments
North Carolina
$7.76M +$824K +4,104 +14%
M
455
Mirova
France
$7.71M +$201K +999 +3%
MCM
456
Moore Capital Management
New York
$7.7M +$6.74M +33,545 New
FCH
457
Freestone Capital Holdings
Washington
$7.63M +$1.49M +7,427 +29%
SW
458
SkyOak Wealth
Michigan
$7.63M -$61.3K -305 -0.9%
FMBTD
459
First Midwest Bank Trust Division
Illinois
$7.59M -$184K -917 -3%
JA
460
JLB & Associates
Michigan
$7.51M
SFI
461
Susquehanna Fundamental Investments
Pennsylvania
$7.48M -$12.2M -60,620 -65%
MCM
462
Maryland Capital Management
Maryland
$7.48M -$1.41M -7,037 -18%
BCV
463
Banque Cantonale Vaudoise
Switzerland
$7.46M +$601K +2,994 +10%
DADC
464
D.A. Davidson & Co
Montana
$7.42M -$1.71M -8,506 -21%
BAPIM
465
British Airways Pensions Investment Management
United Kingdom
$7.37M
NA
466
NewEdge Advisors
Louisiana
$7.35M +$119K +592 +2%
MME
467
Meag Munich Ergo
Germany
$7.32M +$6.41M +31,911 New
CA
468
Capitolis Advisors
New York
$7.3M -$7.08M -35,224 -53%
IAA
469
Independent Advisor Alliance
North Carolina
$7.28M -$607K -3,020 -9%
CAG
470
Crestwood Advisors Group
Massachusetts
$7.2M -$1.11M -5,525 -15%
FNT
471
First National Trust
Pennsylvania
$7.11M -$243K -1,211 -4%
TCM
472
Twin Capital Management
Pennsylvania
$7.09M -$1.75M -8,715 -22%
WAS
473
Wealth Advisory Solutions
Indiana
$6.95M +$101K +504 +2%
CIA
474
Capital Investment Advisors
Georgia
$6.91M +$197K +983 +3%
CCM
475
Crossvault Capital Management
Texas
$6.9M +$833K +4,145 +17%

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.