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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
Franklin Resources
26
Franklin Resources
California
$1.09B +$25.5M +126,792 +3%
UBS AM
27
UBS AM
Illinois
$1.07B +$55.3M +275,432 +6%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.03B -$5.06M -25,205 -0.6%
Amundi
29
Amundi
France
$1.01B +$883M +4,394,292 New
Goldman Sachs
30
Goldman Sachs
New York
$986M +$1.44M +7,172 +0.2%
PI
31
Putnam Investments
Massachusetts
$952M -$56.3M -280,133 -6%
Morgan Stanley
32
Morgan Stanley
New York
$877M +$58.2M +289,490 +8%
Charles Schwab
33
Charles Schwab
California
$841M +$16M +79,606 +2%
Wells Fargo
34
Wells Fargo
California
$777M -$92.1M -458,312 -12%
EVM
35
Eaton Vance Management
Massachusetts
$765M +$12M +59,726 +2%
Swiss National Bank
36
Swiss National Bank
Switzerland
$762M -$109M -543,650 -14%
PPA
37
Parametric Portfolio Associates
Washington
$708M +$13.4M +66,787 +2%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$692M +$5.68M +28,284 +0.9%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$619M -$55.9M -278,321 -9%
Deutsche Bank
40
Deutsche Bank
Germany
$592M +$43.5M +216,785 +9%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$575M -$35.2M -175,034 -7%
Allianz Asset Management
42
Allianz Asset Management
Germany
$564M +$57.6M +286,725 +13%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$563M -$12.5M -62,295 -2%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$560M -$186M -925,143 -28%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$501M -$77.2M -384,346 -15%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$501M +$47.7M +237,688 +12%
US Bancorp
47
US Bancorp
Minnesota
$497M +$293K +1,457 +0.1%
DZ Bank
48
DZ Bank
Germany
$471M +$315M +1,566,525 +322%
AllianceBernstein
49
AllianceBernstein
Tennessee
$467M +$24.3M +120,812 +6%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$464M -$19.7M -97,888 -5%

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.