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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
LIA
1351
LS Investment Advisors
Michigan
$576K -$4.41M -21,950 -90%
GIP
1352
Greatmark Investment Partners
Georgia
$575K
WAS
1353
Wesleyan Assurance Society
United Kingdom
$574K
WIC
1354
Wilkins Investment Counsel
Massachusetts
$574K
JGGDR
1355
JGP Global Gestao de Recursos
Brazil
$574K +$1.21K +6 +0.2%
DMC
1356
Drexel Morgan & Co
Pennsylvania
$574K +$100K +500 +25%
HW
1357
Hedeker Wealth
Illinois
$573K
SWA
1358
SFMG Wealth Advisors
Texas
$572K +$11.4K +57 +2%
GKWIM
1359
Gerber Kawasaki Wealth & Investment Management
California
$571K -$5.62K -28 -1%
WAG
1360
Winthrop Advisory Group
Massachusetts
$569K +$803 +4 +0.2%
WANY
1361
Wealthspire Advisors (New York)
New York
$567K -$1.91M -9,528 -79%
LB
1362
Leo Brokerage
Texas
$565K -$206K -1,024 -29%
TSS
1363
Two Sigma Securities
New York
$564K -$28.9K -144 -6%
SAM
1364
SP Asset Management
California
$563K +$1.81K +9 +0.4%
SW
1365
SteelPeak Wealth
California
$562K -$1.94M -9,677 -80%
VC
1366
Veracity Capital
Georgia
$561K -$518K -2,580 -51%
VWA
1367
Visionary Wealth Advisors
Illinois
$559K -$54.8K -273 -10%
SIG
1368
Sargent Investment Group
Maryland
$558K -$4.02K -20 -0.8%
MFG
1369
Magnus Financial Group
New York
$558K +$134K +665 +38%
CFN
1370
Cordasco Financial Network
Florida
$557K -$30.1K -150 -6%
LW
1371
Linscomb Wealth
Texas
$557K +$5.83K +29 +1%
IRAG
1372
Investment Research & Advisory Group
Georgia
$556K +$5.22K +26 +1%
BCM
1373
BTR Capital Management
California
$555K -$20.1K -100 -4%
SIM
1374
Sonora Investment Management
Arizona
$555K
FEG
1375
Financial Enhancement Group
Indiana
$554K

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.