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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
HZ
801
Hixon Zuercher
Ohio
$2.15M -$1.61K -8 -0.1%
TMAM
802
Tokio Marine Asset Management
Japan
$2.14M -$30.9K -154 -2%
BFO
803
Boston Family Office
Massachusetts
$2.13M -$5.02K -25 -0.3%
FG
804
Fiduciary Group
Georgia
$2.13M -$15.1K -75 -0.9%
ECM
805
Elgethun Capital Management
South Dakota
$2.1M
AC
806
Abbrea Capital
California
$2.1M +$44.2K +220 +2%
Hotchkis & Wiley Capital Management
807
Hotchkis & Wiley Capital Management
California
$2.09M
BRA
808
Bender Robert & Associates
California
$2.08M +$191K +952 +12%
IAIM
809
International Assets Investment Management
Florida
$2.07M -$1.72M -8,557 -49%
PA
810
Probity Advisors
Texas
$2.07M -$166K -827 -8%
EI
811
Ethic Inc
New York
$2.06M -$851K -4,236 -32%
TSWM
812
Triangle Securities Wealth Management
North Carolina
$2.06M -$18.5K -92 -1%
BFA
813
Beaumont Financial Advisors
Massachusetts
$2.06M +$66.5K +331 +4%
LNC
814
Lincoln National Corp
Pennsylvania
$2.05M +$115K +572 +7%
Tudor Investment Corp
815
Tudor Investment Corp
Connecticut
$2.04M -$9.81M -48,843 -85%
PRWA
816
Platte River Wealth Advisors
Colorado
$2.03M +$41.2K +205 +2%
SCI
817
S&CO Inc
Massachusetts
$2.03M
PGIM
818
Pacific Global Investment Management
California
$2.02M -$66.5K -331 -4%
UBG
819
United Bank (Georgia)
Georgia
$2.02M -$64.1K -319 -3%
FWIA
820
Fort Washington Investment Advisors
Ohio
$2.01M
NFG
821
Next Financial Group
Texas
$2.01M +$1.28M +6,372 +267%
WTB
822
Washington Trust Bank
Washington
$2.01M -$26.9K -134 -2%
TYCC
823
Texas Yale Capital Corp
Florida
$2.01M
TI
824
Truehand Inc
New Hampshire
$2M
CT
825
Coastline Trust
Rhode Island
$1.99M -$6.03K -30 -0.3%

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.