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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
IB
701
Intrust Bank
Kansas
$2.98M +$101K +503 +4%
SIAG
702
Signet Investment Advisory Group
Rhode Island
$2.98M -$146K -728 -5%
EBT
703
Enterprise Bank & Trust
Massachusetts
$2.97M -$201 -1 -0%
FDCDDQ
704
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.97M -$1.31M -6,520 -34%
ANRIA
705
American National Registered Investment Advisor
Texas
$2.96M -$26.3K -131 -1%
LS
706
Leelyn Smith
Illinois
$2.93M -$71.9K -358 -3%
AFM
707
Andesa Financial Management
Pennsylvania
$2.93M -$70.7K -352 -3%
AHC
708
Anderson Hoagland & Co
Missouri
$2.93M +$31.3K +156 +1%
PP
709
Prudential plc
United Kingdom
$2.93M -$138K -686 -5%
TPM
710
Triasima Portfolio Management
Quebec, Canada
$2.92M +$888K +4,420 +53%
WFWM
711
Wechter Feldman Wealth Management
New Jersey
$2.91M
CS
712
Comerica Securities
Michigan
$2.88M +$1.39M +6,944 +124%
ITIM
713
Indiana Trust & Investment Management
Indiana
$2.86M +$92.8K +462 +3%
BPA
714
Beacon Pointe Advisors
California
$2.85M +$982K +4,888 +65%
ET
715
Equitable Trust
Tennessee
$2.85M +$61.9K +308 +3%
UHC
716
Union Heritage Capital
Michigan
$2.83M
AMIM
717
Aull & Monroe Investment Management
Alabama
$2.83M -$60.3K -300 -2%
GVAG
718
Great Valley Advisor Group
Delaware
$2.82M -$143K -710 -5%
WA
719
WealthTrust Axiom
Pennsylvania
$2.81M +$201K +1,000 +9%
TPWA
720
TRUE Private Wealth Advisors
Oregon
$2.8M -$5.83K -29 -0.2%
TCA
721
Transcend Capital Advisors
New Jersey
$2.8M +$1.04M +5,192 +74%
PL
722
Plancorp LLC
Missouri
$2.78M +$1.61K +8 +0.1%
CCP
723
Clough Capital Partners
Massachusetts
$2.76M +$562K +2,800 +30%
AAIM
724
American Assets Investment Management
California
$2.75M
FLI
725
Family Legacy Inc
South Carolina
$2.75M +$402 +2 +0%

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.