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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
KA
1126
Kovack Advisors
Florida
$960K +$38K +189 +5%
CGH
1127
CMG Global Holdings
Texas
$959K -$2.01K -10 -0.2%
FMTC
1128
Farmers & Merchants Trust Company
California
$958K -$12.1K -60 -1%
OSNBOA
1129
Old Second National Bank of Aurora
Illinois
$951K -$207K -1,032 -20%
RIA
1130
Realta Investment Advisors
Delaware
$947K -$2.81K -14 -0.3%
MSAM
1131
Moloney Securities Asset Management
Missouri
$944K -$24.9K -124 -3%
RIG
1132
Ramiah Investment Group
Wisconsin
$942K +$1.21K +6 +0.1%
OC
1133
Oakworth Capital
Alabama
$940K +$50.6K +252 +7%
BLAM
1134
Bourne Lent Asset Management
New York
$936K
EWM
1135
Endurance Wealth Management
Rhode Island
$935K
EHWM
1136
Eads & Heald Wealth Management
Georgia
$934K -$53.4K -266 -6%
BWM
1137
BCGM Wealth Management
Indiana
$933K -$11K -55 -1%
IBOK
1138
Independence Bank of Kentucky
Kentucky
$930K -$26.9K -134 -3%
TC
1139
TAP Consulting
Missouri
$930K -$11.2K -56 -1%
WDC
1140
Woodward Diversified Capital
California
$927K -$6.23K -31 -0.8%
SAM
1141
Sawgrass Asset Management
Florida
$923K
PG
1142
Pendal Group
Australia
$923K +$205K +1,021 +34%
BIAS
1143
Beacon Investment Advisory Services
New Jersey
$922K -$106K -528 -12%
HI
1144
Humankind Investments
New York
$922K +$351K +1,745 +77%
LNB
1145
Ledyard National Bank
$920K -$45.4K -226 -5%
FIM
1146
Freedom Investment Management
Connecticut
$919K -$294K -1,465 -27%
GCAC
1147
Guardian Capital Advisors (Canada)
Ontario, Canada
$918K -$15.1K -75 -2%
PNAA
1148
Pictet North America Advisors
Switzerland
$918K
CAM
1149
Campion Asset Management
Virginia
$916K -$360K -1,790 -31%
CCM
1150
Carlson Capital Management
Minnesota
$913K +$5.62K +28 +0.7%

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.