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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
WAP
1301
Wealthcare Advisory Partners
Pennsylvania
$641K -$86.2K -429 -13%
CIP
1302
Capital Insight Partners
Arizona
$641K -$62.7K -312 -10%
MSR
1303
Main Street Research
Connecticut
$640K +$1.41K +7 +0.3%
PBO
1304
Peoples Bank (Ohio)
Ohio
$639K -$61.3K -305 -10%
DS
1305
DRW Securities
Illinois
$639K +$559K +2,782 New
PIMG
1306
Patriot Investment Management Group
Tennessee
$636K +$75.7K +377 +16%
FF
1307
FourThought Financial
Florida
$635K -$1.81K -9 -0.3%
OCG
1308
Opus Capital Group
Ohio
$633K -$42.8K -213 -7%
CBT
1309
Central Bank & Trust
Kentucky
$631K -$37.8K -188 -6%
SIM
1310
Sadoff Investment Management
Wisconsin
$631K
IEFM
1311
IQ EQ Fund Management
Ireland
$630K -$71.5K -356 -11%
TSS
1312
Thomas Story & Son
Indiana
$627K
MCM
1313
Marathon Capital Management
Maryland
$625K -$20.1K -100 -4%
TAM
1314
Taurus Asset Management
New York
$624K
RCM
1315
RB Capital Management
Nevada
$623K -$21.5K -107 -4%
CAAS
1316
Capital Asset Advisory Services
Michigan
$622K -$37.8K -188 -6%
EGA
1317
E&G Advisors
Texas
$620K -$542K -2,700 Closed
CA
1318
Cullinan Associates
Kentucky
$620K -$35.4K -176 -6%
SWA
1319
Sutton Wealth Advisors
Florida
$619K +$4.62K +23 +0.9%
CAG
1320
Csenge Advisory Group
Florida
$618K -$149K -742 -22%
CA
1321
Calton & Associates
Florida
$618K +$201 +1 +0%
LC
1322
LCNB Corp
Ohio
$614K +$15.1K +75 +3%
RWM
1323
RKL Wealth Management
Pennsylvania
$613K +$536K +2,669 New
CC
1324
Centiva Capital
New York
$612K -$92.4K -460 -15%
PFS
1325
Physicians Financial Services
North Carolina
$612K -$47.6K -237 -8%

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.