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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
AIA
1376
Alera Investment Advisors
Illinois
$554K +$10.2K +51 +2%
CWP
1377
Concord Wealth Partners
Virginia
$553K +$136K +678 +39%
FFA
1378
Founders Financial Alliance
North Carolina
$551K +$23.5K +117 +5%
SSWM
1379
Sheets Smith Wealth Management
North Carolina
$550K +$201 +1 +0%
ACS
1380
Archford Capital Strategies
Illinois
$550K +$11.7K +58 +2%
FNBOSM
1381
First National Bank of South Miami
Florida
$549K -$31.7K -158 -6%
RHJA
1382
Rice Hall James & Associates
California
$549K -$20.1K -100 -4%
BBI
1383
Baxter Bros Inc
Connecticut
$546K +$15.1K +75 +3%
CBFP
1384
Cedar Brook Financial Partners
Ohio
$541K +$8.84K +44 +2%
KF
1385
Krilogy Financial
Missouri
$540K -$37.2K -185 -7%
GWM
1386
Greenwich Wealth Management
Connecticut
$540K +$107K +535 +29%
VCM
1387
Vivaldi Capital Management
Illinois
$539K -$7.23K -36 -2%
RIA
1388
Regal Investment Advisors
Michigan
$538K +$471K +2,346 New
CAM
1389
Close Asset Management
United Kingdom
$537K -$30.3K -151 -6%
QPWM
1390
Quadrant Private Wealth Management
Pennsylvania
$536K -$1K -5 -0.2%
AIA
1391
Armor Investment Advisors
North Carolina
$536K
WBC
1392
West Branch Capital
Massachusetts
$533K +$167K +832 +56%
WCA
1393
Westover Capital Advisors
Delaware
$529K -$1.21K -6 -0.3%
SG
1394
Stonnington Group
California
$528K -$613K -3,050 -58%
BOS
1395
Bingham Osborn & Scarborough
California
$528K -$7.23K -36 -2%
LCM
1396
Liberty Capital Management
Michigan
$528K
TH
1397
TCTC Holdings
Texas
$526K -$9.64K -48 -2%
AFS
1398
Axiom Financial Strategies
Indiana
$526K
UF
1399
Univest Financial
Pennsylvania
$526K +$161K +800 +54%
CWM
1400
Cornerstone Wealth Management
Missouri
$525K +$13.5K +67 +3%

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.