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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
MPW
1326
Monterey Private Wealth
California
$611K
APA
1327
Allegiant Private Advisors
Florida
$611K +$28.7K +143 +6%
AF
1328
Advisornet Financial
Minnesota
$606K
FCFC
1329
First Citizens Financial Corp
Iowa
$606K
AIM
1330
Axiom Investment Management
New York
$605K +$15.3K +76 +3%
BCAM
1331
Boston Common Asset Management
Massachusetts
$604K +$37.2K +185 +8%
CIR
1332
Clear Investment Research
Georgia
$603K
JMFC
1333
J.M. Forbes & Co
Massachusetts
$601K
CWP
1334
CFM Wealth Partners
Texas
$600K
JF
1335
JSF Financial
California
$599K +$31.5K +157 +6%
GC
1336
Gilbert & Cook
Iowa
$597K -$364K -1,810 -41%
CGA
1337
Crescent Grove Advisors
Illinois
$593K -$61.5K -306 -11%
MWM
1338
Minot Wealth Management
Massachusetts
$592K +$505K +2,516 New
AB
1339
Atlas Brown
Kentucky
$590K
JF
1340
Jump Financial
Illinois
$589K +$64.1K +319 +14%
LWM
1341
Lyell Wealth Management
California
$589K +$65.9K +328 +15%
TAM
1342
Townsend Asset Management
North Carolina
$588K
BPCE
1343
Bank Pictet & Cie (Europe)
Germany
$588K +$113K +564 +28%
TBNY
1344
Trustco Bank (New York)
New York
$586K
EN1L
1345
Engine No 1 LLC
California
$583K +$510K +2,540 New
RFA
1346
Reilly Financial Advisors
California
$582K +$3.62K +18 +0.7%
PP
1347
PDS Planning
Ohio
$580K +$109K +541 +27%
WC
1348
Westhampton Capital
North Carolina
$580K +$163K +810 +47%
MCM
1349
McRae Capital Management
New Jersey
$579K
PFA
1350
Pure Financial Advisors
California
$577K

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.