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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
CT
526
Caldwell Trust
Florida
$5.56M -$70.7K -352 -1%
BCI
527
Brinker Capital Investments
Pennsylvania
$5.53M +$1.08M +5,352 +29%
IRF
528
IBM Retirement Fund
New York
$5.49M -$964K -4,799 -17%
BB
529
Busey Bank
Illinois
$5.48M +$79.3K +395 +2%
PAM
530
Palisade Asset Management
Minnesota
$5.48M -$20.1K -100 -0.4%
SLI
531
Sumitomo Life Insurance
Japan
$5.47M -$646K -3,217 -12%
FC
532
Fusion Capital
South Carolina
$5.42M +$156K +775 +3%
OSAM
533
O'Shaughnessy Asset Management
Connecticut
$5.41M -$618K -3,076 -12%
SW
534
SVB Wealth
Massachusetts
$5.38M -$249K -1,241 -5%
6M
535
6 Meridian
Kansas
$5.36M -$147K -731 -3%
BRWA
536
B. Riley Wealth Advisors
Florida
$5.34M -$2.56M -12,758 -35%
HCA
537
Harbour Capital Advisors
Virginia
$5.32M +$5.83K +29 +0.1%
FNBT
538
FineMark National Bank & Trust
Florida
$5.24M -$170K -847 -4%
MGAM
539
McGowan Group Asset Management
Texas
$5.23M -$59.3K -295 -1%
Wolverine Trading
540
Wolverine Trading
Illinois
$5.22M -$657K -3,273 -13%
ZCM
541
Ziegler Capital Management
Illinois
$5.18M +$3.64M +18,101 +404%
GG
542
Gofen & Glossberg
Illinois
$5.17M +$19.5K +97 +0.4%
SWP
543
Stratos Wealth Partners
Ohio
$5.17M +$1.61M +8,039 +56%
HI
544
Handelsinvest Investeringsforvaltning
Denmark
$5.13M
CTA
545
Chesley Taft & Associates
Illinois
$5.11M +$22.1K +110 +0.5%
RIM
546
Redpoint Investment Management
Australia
$5.11M -$176K -875 -4%
JSC
547
Jackson Square Capital
California
$5.1M -$55.4K -276 -1%
LWANC
548
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.09M -$71.3K -355 -2%
MJB
549
Mark J. Bradley
$5.07M -$672K -3,345 -13%
FBT
550
First Bankers Trust
Kentucky
$5.05M -$1.19M -5,920 -21%

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.