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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
TCM
1276
Teza Capital Management
Illinois
$675K +$591K +2,943 New
WW
1277
Westshore Wealth
California
$674K
SAM
1278
Silvercrest Asset Management
New York
$671K -$300K -1,495 -34%
1WA
1279
180 Wealth Advisors
Washington
$670K -$18.9K -94 -4%
AF
1280
Arrow Financial
New York
$670K -$16.1K -80 -3%
AWM
1281
Aries Wealth Management
Maine
$669K +$56.8K +283 +11%
PAM
1282
Pegasus Asset Management
New York
$665K -$50.2K -250 -8%
HIM
1283
Hotaling Investment Management
Pennsylvania
$664K -$1.81K -9 -0.3%
RFN
1284
RDA Financial Network
Iowa
$661K +$61.1K +304 +12%
KFS
1285
Kelly Financial Services
Massachusetts
$660K +$30.3M +150,828 +22,853%
CPWA
1286
Cerro Pacific Wealth Advisors
California
$659K +$577K +2,872 New
JFGIW
1287
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$658K -$18.9K -94 -3%
CWM
1288
Cabot Wealth Management
Massachusetts
$658K
SB
1289
Strategic Blueprint
Georgia
$658K +$45.2K +225 +9%
CCP
1290
Cardan Capital Partners
Colorado
$656K
AIS
1291
American Investment Services
Massachusetts
$654K
ICG
1292
InterOcean Capital Group
Tennessee
$654K +$12.3K +61 +2%
KC
1293
Kingfisher Capital
North Carolina
$649K -$51.2K -255 -8%
GWM
1294
Graybill Wealth Management
Illinois
$647K
FPS
1295
Fieldpoint Private Securities
Connecticut
$647K +$56.6K +282 +13%
PWLP
1296
Prio Wealth Limited Partnership
Massachusetts
$644K -$26.9K -134 -5%
AOWM
1297
Alpha Omega Wealth Management
Virginia
$643K -$4.02K -20 -0.7%
AWM
1298
Altavista Wealth Management
North Carolina
$643K +$10K +50 +2%
PWPS
1299
Pinnacle Wealth Planning Services
Ohio
$642K +$17.5K +87 +3%
GIA
1300
Guyasuta Investment Advisors
Pennsylvania
$642K +$141K +700 +33%

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.