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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
LCOV
501
London Company of Virginia
Virginia
$6.03M
TCOT
502
Trust Company of Toledo
Ohio
$6M +$5.22K +26 +0.1%
BA
503
Bridgewater Associates
Connecticut
$5.98M +$5.24M +26,066 New
BCMO
504
Buckingham Capital Management (Ohio)
Ohio
$5.97M -$40.2K -200 -0.8%
RBA
505
Richard Bernstein Advisors
New York
$5.92M
AWM
506
AE Wealth Management
Kansas
$5.87M +$828K +4,120 +19%
LCM
507
Logan Capital Management
Pennsylvania
$5.87M
BO
508
BRR OpCo
Ohio
$5.82M -$175K -870 -3%
Newport Trust Company
509
Newport Trust Company
District of Columbia
$5.82M -$548K -2,727 -10%
CI
510
Cigna Investments
Connecticut
$5.79M -$776K -3,861 -13%
JIR
511
James Investment Research
Ohio
$5.78M +$175K +870 +4%
SVWAG
512
Sound View Wealth Advisors Group
Georgia
$5.78M +$146K +725 +3%
PIMJS
513
PKO Investment Management Joint-Stock
Poland
$5.76M +$5.04M +25,096 New
KIA
514
KCM Investment Advisors
California
$5.74M -$94.4K -470 -2%
Luther King Capital Management (LKCM)
515
Luther King Capital Management (LKCM)
Texas
$5.73M -$1.62M -8,058 -24%
BCM
516
Brookstone Capital Management
Illinois
$5.73M +$1.64M +8,140 +50%
V
517
Veritable
Delaware
$5.72M -$11.2K -56 -0.2%
MCA
518
Morris Capital Advisors
Pennsylvania
$5.71M -$82.8K -412 -2%
PCIA
519
Prime Capital Investment Advisors
Kansas
$5.69M +$399K +1,988 +9%
TCCM
520
Timber Creek Capital Management
Massachusetts
$5.66M +$817K +4,067 +20%
JIC
521
Johnson Investment Counsel
Ohio
$5.65M -$122K -609 -2%
PCA
522
Pallas Capital Advisors
Massachusetts
$5.63M +$618K +3,079 +17%
RC
523
RegentAtlantic Capital
New Jersey
$5.63M +$604K +3,007 +14%
FBC
524
Fairfield, Bush & Co
Connecticut
$5.58M
AFA
525
American Financial Advisors
Georgia
$5.58M

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.