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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
SIM
1401
Stratos Investment Management
Ohio
$524K +$459K +2,284 New
DDPIC
1402
Deroy & Devereaux Private Investment Counsel
Michigan
$522K -$18.1K -90 -4%
JWCA
1403
J.W. Coons Advisors
Ohio
$522K +$93.4K +465 +26%
CCA
1404
Cobblestone Capital Advisors
New York
$521K
GA
1405
Geller Advisors
New York
$519K -$19.7K -98 -4%
LP
1406
LGL Partners
Pennsylvania
$518K
NJBEST
1407
New Jersey Better Educational Savings Trust
New Jersey
$518K
B
1408
Bridgeworth
Alabama
$518K +$1K +5 +0.2%
MLFP
1409
MPS Loria Financial Planners
Illinois
$517K -$11K -55 -2%
NP
1410
NorthRock Partners
Minnesota
$517K +$135K +674 +43%
NAS
1411
Nicolet Advisory Services
Wisconsin
$516K -$171K -852 -27%
DBT
1412
Dubuque Bank & Trust
Iowa
$516K -$21.5K -107 -5%
AFP
1413
Ausdal Financial Partners
Iowa
$515K -$54K -269 -11%
PFBT
1414
Parkside Financial Bank & Trust
Missouri
$515K +$14.1K +70 +3%
AA
1415
AlphaMark Advisors
Kentucky
$511K -$20.3K -101 -4%
TIA
1416
Traphagen Investment Advisors
New Jersey
$510K -$17.9K -89 -1%
PCM
1417
Pointe Capital Management
Michigan
$507K
JCIA
1418
Jackson Creek Investment Advisors
Colorado
$506K -$201 -1 -0%
NL
1419
Navalign LLC
California
$506K -$201 -1 -0%
CAM
1420
ClariVest Asset Management
California
$505K -$17M -84,747 -97%
CP
1421
Camelot Portfolios
Ohio
$505K -$7.03K -35 -2%
FIM
1422
Fruth Investment Management
Texas
$505K
AAS
1423
Annex Advisory Services
Wisconsin
$504K +$14.7K +73 +3%
MA
1424
MCF Advisors
Kentucky
$502K
WMP
1425
Wealth Management Partners
Arizona
$500K +$58.7K +292 +15%

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.