We are live on ! Find out more
LLY icon

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
WI
1226
WBI Investments
New Jersey
$767K +$671K +3,342 New
TA
1227
Trellis Advisors
Washington
$764K
VDI
1228
Vaughan David Investments
Illinois
$763K +$10K +50 +2%
KLC
1229
Knowledge Leaders Capital
Colorado
$762K +$8.04K +40 +1%
FBA
1230
Front Barnett Associates
Illinois
$759K -$20.1K -100 -3%
GAM
1231
Garrison Asset Management
Arkansas
$750K -$9.24K -46 -1%
HA
1232
HC Advisors
Georgia
$750K +$656K +3,268 New
KOC
1233
Koss-Olinger Consulting
Florida
$749K +$69.7K +347 +12%
MIC
1234
Means Investment Company
Maine
$748K +$29.1K +145 +5%
WA
1235
Wealth Alliance
New York
$748K +$115K +572 +21%
DPI
1236
Diversified Portfolios Inc
Michigan
$746K +$107K +535 +20%
PWP
1237
Principle Wealth Partners
Connecticut
$745K -$241K -1,200 -27%
IC
1238
Inscription Capital
Texas
$745K +$652K +3,245 New
GIA
1239
GHP Investment Advisors
Colorado
$743K -$40.4K -201 -6%
TCM
1240
Tributary Capital Management
Nebraska
$740K -$25.1K -125 -4%
ARMT
1241
Amica Retiree Medical Trust
Rhode Island
$738K
AW
1242
ACG Wealth
Georgia
$737K -$83.6K -416 -11%
TA
1243
Tectonic Advisors
Texas
$736K -$1.61K -8 -0.2%
FHA
1244
First Horizon Advisors
Tennessee
$735K +$5.83K +29 +0.9%
MAM
1245
Myriad Asset Management
Hong Kong
$734K +$643K +3,200 New
SIA
1246
Strategic Investment Advisors
Michigan
$732K -$566K -2,817 -47%
BHTS
1247
Bar Harbor Trust Services
Maine
$728K -$14.1K -70 -2%
NQWM
1248
Northwest Quadrant Wealth Management
Oregon
$725K +$1.21K +6 +0.2%
SCA
1249
Stonebridge Capital Advisors
Minnesota
$722K +$384K +1,913 +126%
MJP
1250
Michael J. Puzo
$720K -$20.1K -100 -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.