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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
MMHP
1251
Murphy Middleton Hinkle & Parker
Georgia
$720K -$2.81K -14 -0.4%
CMI
1252
Clare Market Investments
Texas
$716K -$284K -1,415 -31%
BSB
1253
Bangor Savings Bank
Maine
$715K -$13.5K -67 -2%
BCM
1254
Becker Capital Management
Oregon
$715K +$12.3K +61 +2%
BA
1255
Bristlecone Advisors
Washington
$714K +$22.1K +110 +4%
VCAM
1256
Van Cleef Asset Management
Ohio
$713K -$50.2K -250 -7%
PCP
1257
Proficio Capital Partners
Massachusetts
$713K -$10.2K -51 -2%
BFIC
1258
Bedell Frazier Investment Counselling
California
$711K
WDG
1259
Wealth Dimensions Group
Ohio
$706K -$2.61K -13 -0.4%
BAM
1260
Barrett Asset Management
New York
$706K
PCM
1261
Princeton Capital Management
New Jersey
$702K +$92.4K +460 +18%
FIA
1262
Foundations Investment Advisors
Arizona
$702K +$164K +816 +38%
GD
1263
Grandfield & Dodd
New York
$700K +$23.1K +115 +4%
BCM
1264
Buckhead Capital Management
Georgia
$694K -$10K -50 -2%
GLLW
1265
Graves Light Lenhart Wealth
Virginia
$689K +$6.03K +30 +1%
MAM
1266
Morse Asset Management
Connecticut
$689K +$603K +3,000 New
CHA
1267
Carmichael Hill & Associates
Maryland
$684K -$6.63K -33 -1%
AFG
1268
Allegheny Financial Group
Pennsylvania
$684K
AI
1269
Accredited Investors
Minnesota
$682K +$1.61K +8 +0.3%
NERM
1270
New England Research & Management
Illinois
$682K +$317K +1,580 +114%
CA
1271
Cornerstone Advisory
Maryland
$681K
BWP
1272
BSW Wealth Partners
Colorado
$681K +$7.03K +35 +1%
FFG
1273
Frisch Financial Group
New York
$677K +$1.21K +6 +0.2%
CAI
1274
Capital Advisors Inc
Oklahoma
$676K +$76.1K +379 +15%
PP
1275
Patron Partners
Texas
$675K -$43.8K -218 -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.