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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
GC
676
Grace Capital
Massachusetts
$3.19M
IWC
677
Integrated Wealth Concepts
Massachusetts
$3.19M +$130K +645 +5%
DCM
678
Dupont Capital Management
Delaware
$3.19M +$71.7K +357 +3%
WSTAM
679
Wilbanks Smith & Thomas Asset Management
Virginia
$3.17M -$32.1K -160 -1%
NEIRG
680
New England Investment & Retirement Group
Massachusetts
$3.16M +$150K +748 +6%
PCM
681
Perkins Capital Management
Minnesota
$3.15M
GJIC
682
Gamble Jones Investment Counsel
California
$3.15M +$888K +4,420 +48%
IC
683
IEQ Capital
California
$3.13M +$670K +3,337 +32%
LC
684
Lavaca Capital
Texas
$3.13M +$1.64M +8,180 +150%
SCA
685
Strategic Capital Advisers
Colorado
$3.12M -$203K -1,009 -7%
MAM
686
Mastrapasqua Asset Management
Tennessee
$3.11M +$234K +1,165 +9%
ECM
687
Estabrook Capital Management
New York
$3.1M -$34.1K -170 -1%
GCM
688
Glynn Capital Management
California
$3.1M
SBH
689
Segall Bryant & Hamill
Illinois
$3.08M +$50.2K +250 +2%
CA
690
Cetera Advisors
Colorado
$3.07M +$89.2K +444 +3%
BCM
691
Brooktree Capital Management
Michigan
$3.07M -$4.02K -20 -0.1%
BDF
692
Balasa Dinverno & Foltz
$3.06M +$2.68M +13,351 New
RM
693
Resource Management
Louisiana
$3.05M -$380K -1,894 -12%
RP
694
Rice Partnership
Hawaii
$3.05M +$1.12M +5,567 +72%
HI
695
Horizon Investments
North Carolina
$3.04M -$201 -1 -0%
WI
696
Wintrust Investments
Illinois
$3.03M +$738K +3,675 +36%
RSC
697
Red Spruce Capital
Pennsylvania
$3.02M -$89.6K -446 -3%
SACTSONJ
698
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.01M
WOC
699
West Oak Capital
California
$3M +$1.37M +6,835 +110%
VPIM
700
Vanguard Personalized Indexing Management
California
$3M -$412K -2,049 -14%

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.