We are live on ! Find out more
LLY icon

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
OCM
651
Osterweis Capital Management
California
$3.58M -$14.3K -71 -0.5%
HW
652
Hancock Whitney
Mississippi
$3.55M +$43.6K +217 +1%
Fuller & Thaler Asset Management
653
Fuller & Thaler Asset Management
California
$3.54M -$522K -2,600 -14%
SPC
654
Sigma Planning Corp
Michigan
$3.53M -$120K -595 -4%
ISL
655
Ingalls & Snyder LLC
New York
$3.53M -$25.1K -125 -0.8%
IWM
656
IHT Wealth Management
Illinois
$3.47M +$114K +568 +4%
BSW
657
Buckingham Strategic Wealth
Missouri
$3.44M -$132K -656 -4%
HFM
658
Hartford Financial Management
Connecticut
$3.42M
FC
659
FORA Capital
Florida
$3.42M +$1.93M +9,613 +182%
SFG
660
Summit Financial Group
West Virginia
$3.4M +$11K +55 +0.4%
PWA
661
Providence Wealth Advisors
Illinois
$3.4M -$1.81K -9 -0.1%
AIM
662
Anchor Investment Management
South Carolina
$3.39M +$44.6K +222 +2%
NHC
663
Nicholas Hoffman & Company
Georgia
$3.39M +$101K +504 +4%
APA
664
American Portfolios Advisors
New York
$3.39M +$9.64K +48 +0.3%
IC
665
Intersect Capital
California
$3.39M +$25.7K +128 +0.9%
RIL
666
Rothschild Investment LLC
Illinois
$3.38M -$229K -1,139 -7%
CIA
667
Cohen Investment Advisors
New Hampshire
$3.37M -$197K -980 -6%
HIC
668
Harvey Investment Company
Kentucky
$3.36M
WA
669
WBH Advisory
Maryland
$3.35M -$19.7K -98 -0.7%
NGA
670
Naples Global Advisors
Florida
$3.31M -$4.82K -24 -0.2%
BO
671
Bank OZK
Arkansas
$3.3M -$119K -592 -4%
NNP
672
Nachman Norwood & Parrott
South Carolina
$3.28M -$4.42K -22 -0.2%
FIM
673
Fernwood Investment Management
Massachusetts
$3.24M
SLG
674
Stanley-Laman Group
Pennsylvania
$3.21M +$262K +1,304 +10%
MIM
675
MTM Investment Management
South Carolina
$3.2M

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.