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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
QVT
1176
Quantitative Value Technologies
Kansas
$839K +$344K +1,711 +88%
EWM
1177
Evermay Wealth Management
Virginia
$836K -$24.1K -120 -3%
IWA
1178
IVC Wealth Advisors
Pennsylvania
$836K -$1K -5 -0.1%
SPC
1179
Stewart & Patten Company
California
$835K
KFP
1180
KMG Fiduciary Partners
Ohio
$835K +$5.83K +29 +0.8%
SSB
1181
Sandy Spring Bank
Maryland
$834K -$29.1K -145 -4%
BOM
1182
Bank of Marin
California
$834K
BFEC
1183
Benjamin F. Edwards & Company
Missouri
$827K -$66.7K -332 -8%
VA
1184
Valmark Advisers
Ohio
$827K +$9.04K +45 +1%
TNA
1185
True North Advisors
Texas
$825K -$8.24K -41 -1%
SSG
1186
Summit Securities Group
New York
$825K +$722K +3,594 New
NL
1187
NWAM LLC
Washington
$823K +$50.2K +250 +7%
LWP
1188
Lumature Wealth Partners
Georgia
$822K +$59.7K +297 +9%
UBV
1189
United Bank (Virginia)
Virginia
$821K -$38.2K -190 -5%
EP
1190
Eudaimonia Partners
Tennessee
$821K -$15.5K -77 -2%
AWE
1191
Avidian Wealth Enterprises
Texas
$814K +$15.9K +79 +2%
PPW
1192
Parcion Private Wealth
Washington
$813K -$30.1K -150 -4%
FMLI
1193
Fukoku Mutual Life Insurance
Japan
$813K
AWA
1194
Arkadios Wealth Advisors
Georgia
$810K -$226K -1,123 -24%
SAM
1195
Strategy Asset Managers
California
$807K -$295K -1,470 -29%
IP
1196
Intellectus Partners
California
$807K +$706K +3,515 New
CCMG
1197
Clark Capital Management Group
Pennsylvania
$804K -$653K -3,253 -48%
HH
1198
Hilltop Holdings
Texas
$804K +$33.1K +165 +5%
CCFCSB
1199
Cape Cod Five Cents Savings Bank
Massachusetts
$804K +$43.4K +216 +7%
IA
1200
IFP Advisors
Florida
$803K -$69.3K -345 -9%

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.