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
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$449M +$26.5M +131,922 +7%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$449M -$953K -4,744 -0.2%
GQG Partners
53
GQG Partners
Florida
$391M -$60.1M -299,105 -15%
CGI
54
Comgest Global Investors
France
$375M -$22.6M -112,327 -6%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$358M -$17.3M -86,314 -5%
CS
56
Credit Suisse
Switzerland
$327M +$4.57M +22,769 +2%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$322M +$59.4M +295,518 +27%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$309M -$13.8M -68,918 -5%
UBS Group
59
UBS Group
Switzerland
$307M +$41.3M +205,800 +18%
Principal Financial Group
60
Principal Financial Group
Iowa
$306M +$11.6M +57,769 +5%
Macquarie Group
61
Macquarie Group
Australia
$284M +$163M +811,525 +190%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$280M +$64.4M +320,741 +39%
Barclays
63
Barclays
United Kingdom
$276M +$28.8M +143,363 +14%
BG
64
Bahl & Gaynor
Ohio
$273M +$6.9M +34,340 +3%
National Pension Service
65
National Pension Service
South Korea
$254M +$3.12M +15,516 +1%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$248M -$6.88M -34,258 -3%
Lazard Asset Management
67
Lazard Asset Management
New York
$246M +$50.6M +251,693 +31%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$245M -$15.3M -76,068 -7%
APG Asset Management
69
APG Asset Management
Netherlands
$241M -$9.19M -45,754 -4%
AT
70
AMF Tjänstepension
Sweden
$241M +$211M +1,047,953 New
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$236M -$25.1M -125,167 -11%
Handelsbanken Fonder
72
Handelsbanken Fonder
Sweden
$234M +$4.88M +24,300 +2%
KBC Group
73
KBC Group
Belgium
$232M -$16M -79,502 -7%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$231M -$9.01M -44,851 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$227M -$37.4M -186,299 -16%

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.