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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
FCCM
626
First City Capital Management
Georgia
$3.86M +$15.3K +76 +0.5%
IWP
627
Icon Wealth Partners
Texas
$3.86M +$250K +1,244 +8%
PFSC
628
Peoples Financial Services Corp
Pennsylvania
$3.85M -$9.04K -45 -0.3%
S
629
SignatureFD
Georgia
$3.84M +$46.4K +231 +1%
FFG
630
Fortem Financial Group
California
$3.82M +$247K +1,228 +8%
SWM
631
SeaCrest Wealth Management
New York
$3.82M +$60.7K +302 +2%
PHK
632
Point72 Hong Kong
Hong Kong
$3.82M +$2.26M +11,254 +209%
CIA
633
Choate Investment Advisors
Massachusetts
$3.81M -$171K -853 -5%
GWM
634
Geneos Wealth Management
Colorado
$3.81M +$555K +2,764 +20%
JCM
635
Jacobi Capital Management
Pennsylvania
$3.79M +$37.8K +188 +1%
RPC
636
Rossmore Private Capital
Connecticut
$3.78M +$60.5K +301 +2%
FFA
637
Fi3 Financial Advisors
Indiana
$3.78M -$1.19M -5,904 -29%
JIP
638
Jaffetilchin Investment Partners
Florida
$3.75M +$1.85M +9,206 +102%
JAG
639
Journey Advisory Group
Kentucky
$3.73M +$81.4K +405 +3%
MMA
640
Miracle Mile Advisors
California
$3.72M -$329K -1,638 -9%
ABC
641
Associated Banc-Corp
Wisconsin
$3.7M -$257K -1,277 -7%
GFA
642
Gifford Fong Associates
California
$3.69M
S
643
Seeyond
France
$3.69M -$31.3K -156 -1%
WSC
644
Wellington Shields & Co
New York
$3.67M +$2.41K +12 +0.1%
BC
645
Brookfield Corp
Ontario, Canada
$3.64M +$2.73M +13,574 +595%
SCM
646
Shelton Capital Management
Colorado
$3.63M -$161K -800 -5%
LNWTC
647
Laird Norton Wetherby Trust Company
Washington
$3.62M -$16.5K -82 -0.5%
ACM
648
AlphaCrest Capital Management
New York
$3.62M -$8.59M -42,764 -73%
IA
649
IndexIQ Advisors
New York
$3.6M +$128K +637 +4%
CCM
650
Chilton Capital Management
Texas
$3.59M +$3.14M +15,632 New

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.