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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
GI
576
GAMCO Investors
Connecticut
$4.59M -$244K -1,216 -6%
PA
577
Profund Advisors
Maryland
$4.55M +$21.1K +105 +0.5%
OPPTF
578
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.53M +$8.04K +40 +0.2%
TWP
579
Treybourne Wealth Planners
Indiana
$4.49M +$19.3K +96 +0.5%
Rafferty Asset Management
580
Rafferty Asset Management
New York
$4.47M +$281K +1,399 +8%
O
581
Ossiam
France
$4.46M -$593K -2,954 -14%
PP
582
Paloma Partners
Connecticut
$4.46M -$8.38M -41,733 -68%
CWM
583
CMH Wealth Management
New Hampshire
$4.45M +$307K +1,530 +9%
CWM
584
Centric Wealth Management
Illinois
$4.43M -$118K -586 -3%
MMG
585
Monetary Management Group
Missouri
$4.42M -$85.4K -425 -2%
Lido Advisors
586
Lido Advisors
California
$4.42M +$501K +2,493 +15%
SFI
587
Siemens Fonds Invest
Germany
$4.4M +$53.2K +265 +1%
TIA
588
Trust Investment Advisors
Indiana
$4.37M +$5.62K +28 +0.1%
GT
589
Greenleaf Trust
Michigan
$4.37M +$51.6K +257 +1%
PS
590
Pensionfund Sabic
Netherlands
$4.36M +$201K +1,000 +6%
VIA
591
Vident Investment Advisory
Georgia
$4.35M +$963K +4,794 +34%
AMI
592
Amica Mutual Insurance
Rhode Island
$4.35M
IFAM
593
Institutional & Family Asset Management
Colorado
$4.34M +$515K +2,565 +16%
AWMT
594
AAFMAA Wealth Management & Trust
North Carolina
$4.34M -$4.02M -20,015 -51%
Fiera Capital (Canada)
595
Fiera Capital (Canada)
Quebec, Canada
$4.32M +$710K +3,537 +23%
TVWM
596
Tower View Wealth Management
Wisconsin
$4.27M -$329K -1,638 -8%
BBNA
597
Bremer Bank National Association
Minnesota
$4.27M +$38.8K +193 +1%
FNBOMD
598
First National Bank of Mount Dora
Florida
$4.27M -$84K -418 -2%
FLPIM
599
F.L. Putnam Investment Management
Massachusetts
$4.25M +$1.6M +7,948 +75%
TRCT
600
Tower Research Capital (TRC)
New York
$4.2M -$13.2M -65,550 -78%

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.