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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
EF
1426
Empowered Funds
Pennsylvania
$499K +$437K +2,176 New
SIC
1427
Sigma Investment Counselors
Michigan
$496K
NAG
1428
Northstar Advisory Group
New Jersey
$496K +$46K +229 +12%
KOCAA
1429
Knights of Columbus Asset Advisors
Connecticut
$495K -$4.35M -21,648 -91%
ACP
1430
Aveo Capital Partners
Colorado
$494K -$3.01K -15 -0.7%
BC
1431
Bridgefront Capital
Texas
$492K -$37.4K -186 -8%
C
1432
Certuity
Florida
$492K +$57.9K +288 +16%
PBC
1433
Pavion Blue Capital
California
$492K +$89K +443 +26%
FFA
1434
First Foundation Advisors
California
$491K -$8.64K -43 -2%
CFO
1435
CVA Family Office
Colorado
$491K +$49.2K +245 +13%
OIA
1436
Optimum Investment Advisors
Illinois
$488K -$236K -1,175 -36%
BL
1437
Balentine LLC
Georgia
$487K +$63.7K +317 +18%
MIM
1438
Marco Investment Management
Georgia
$482K
PCS
1439
Personal CFO Solutions
New Jersey
$482K +$26.5K +132 +7%
RCA
1440
Resonant Capital Advisors
Wisconsin
$480K +$4.22K +21 +1%
SRC
1441
Sage Rhino Capital
California
$479K +$8.44K +42 +2%
DMBA
1442
Deseret Mutual Benefit Administrators
Utah
$478K +$419K +2,084 New
TWP
1443
Tempus Wealth Planning
California
$477K
MCM
1444
Monument Capital Management
Virginia
$476K +$81.4K +405 +24%
DAM
1445
Draper Asset Management
New York
$475K -$18.3K -91 -4%
LA
1446
Latitude Advisors
Florida
$475K +$13.1K +65 +3%
CCA
1447
Childress Capital Advisors
Texas
$473K +$68.3K +340 +20%
MIM
1448
Moseley Investment Management
Florida
$472K +$90.4K +450 +28%
PG
1449
Patten Group
Tennessee
$471K +$38.2K +190 +10%
PWM
1450
PRW Wealth Management
Massachusetts
$471K +$412K +2,052 New

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.