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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
SCM
1201
Salem Capital Management
Massachusetts
$802K -$161K -800 -19%
CYG
1202
Clean Yield Group
Vermont
$800K +$53.4K +266 +8%
BCP
1203
Blackhawk Capital Partners
Wisconsin
$796K
VWM
1204
Vigilare Wealth Management
Arizona
$795K -$125K -621 -15%
HBT
1205
Heartland Bank & Trust
Illinois
$795K -$16.3K -81 -2%
BWA
1206
Burt Wealth Advisors
Maryland
$794K +$2.01K +10 +0.3%
V
1207
VeraBank
Texas
$794K +$11.7K +58 +2%
DI
1208
DFPG Investments
Utah
$789K -$2.41K -12 -0.4%
EWM
1209
EPG Wealth Management
Georgia
$789K +$34.5K +172 +5%
CWA
1210
Carolina Wealth Advisors
South Carolina
$788K -$16.1K -80 -2%
GDP
1211
Great Diamond Partners
Maine
$788K +$18.9K +94 +3%
AI
1212
AXS Investments
New York
$787K +$43K +214 +7%
AAM
1213
Azzad Asset Management
Virginia
$785K -$4.82K -24 -0.7%
KPW
1214
Kore Private Wealth
New York
$784K -$210K -1,047 -23%
MWM
1215
Modera Wealth Management
New Jersey
$784K +$7.83K +39 +1%
HDIM
1216
Hanson & Doremus Investment Management
Vermont
$784K +$67.3K +335 +7%
RA
1217
RFG Advisory
Alabama
$783K -$74.5K -371 -10%
WT
1218
Washington Trust
Rhode Island
$782K +$20.1K +100 +3%
BAM
1219
Berkshire Asset Management
Pennsylvania
$781K +$683K +3,401 New
PIM
1220
Perpetual Investment Management
Australia
$780K -$80.3K -400 -11%
IIC
1221
Ironwood Investment Counsel
Arizona
$772K -$20.1K -100 -3%
SB
1222
Sunflower Bank
Texas
$768K +$1.81K +9 +0.3%
MWM
1223
Mattern Wealth Management
Kansas
$767K
MSS
1224
Mitchell Sinkler & Starr
Pennsylvania
$767K
RBFC
1225
Roman Butler Fullerton & Co
Missouri
$767K +$402 +2 +0.1%

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.