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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
MFG
1151
MidWestOne Financial Group
Iowa
$913K +$20.9K +104 +3%
OTPPB
1152
Ontario Teachers' Pension Plan Board
Ontario, Canada
$911K +$798K +3,971 New
BFO
1153
Biltmore Family Office
North Carolina
$902K
WHG
1154
Westwood Holdings Group
Texas
$896K +$5.62K +28 +0.7%
HTC
1155
Haverford Trust Company
Pennsylvania
$893K -$20.3K -101 -3%
CCT
1156
Country Club Trust
Missouri
$888K +$56.6K +282 +8%
BFPW
1157
BOK Financial Private Wealth
Colorado
$886K +$154K +766 +25%
SGK
1158
Steigerwald Gordon & Koch
Virginia
$884K
HWMA
1159
Heritage Wealth Management (Arizona)
Arizona
$882K +$39.8K +198 +5%
GC
1160
Grimes & Company
Massachusetts
$878K +$2.81K +14 +0.4%
Koshinski Asset Management
1161
Koshinski Asset Management
Illinois
$877K -$225K -1,118 -23%
MIP
1162
Marietta Investment Partners
Wisconsin
$874K
WPA
1163
West Paces Advisors
Georgia
$869K -$76.9K -383 -9%
JGIA
1164
Jackson Grant Investment Advisers
Connecticut
$867K +$2.61K +13 +0.3%
RWM
1165
Ritholtz Wealth Management
New York
$866K +$156K +776 +26%
FHA
1166
Flagship Harbor Advisors
Massachusetts
$864K +$20.7K +103 +3%
CAC
1167
Certified Advisory Corp
Florida
$863K +$696K +3,466 +1,175%
MFA
1168
Mayflower Financial Advisors
Massachusetts
$861K -$26.1K -130 -3%
BP
1169
Ballentine Partners
Massachusetts
$855K -$8.04K -40 -1%
WP
1170
WMS Partners
Maryland
$852K -$14.1K -70 -2%
LWCFA
1171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$849K -$10.4K -52 -1%
TNBTD
1172
Trustmark National Bank Trust Department
Mississippi
$844K -$121K -604 -14%
DWM
1173
Doyle Wealth Management
Florida
$843K +$402 +2 +0.1%
RCAG
1174
Rehmann Capital Advisory Group
Michigan
$843K -$23.7K -118 -3%
BCA
1175
Berman Capital Advisors
Georgia
$840K +$99.6K +496 +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.