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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
Russell Investments Group
126
Russell Investments Group
United Kingdom
$90M +$3.34M +16,627 +4%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$89.9M -$26.5M -132,084 -25%
RCAMU
128
Rothschild & Co Asset Management US
Connecticut
$89.8M +$2.73M +13,615 +4%
First Trust Advisors
129
First Trust Advisors
Illinois
$89.1M +$1.53M +7,632 +2%
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$88.9M -$9.25M -46,025 -11%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$85.9M +$637K +3,170 +0.9%
EAM
132
Eagle Asset Management
Florida
$83M +$256K +1,272 +0.4%
Axa
133
Axa
France
$82.5M -$14M -69,715 -16%
Mariner
134
Mariner
Kansas
$80.7M +$8.88M +44,210 +14%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$76.3M -$212K -1,053 -0.3%
BFC
136
Bedel Financial Consulting
Indiana
$75.9M +$159K +792 +0.2%
SAI
137
Systematic Alpha Investments
New Jersey
$75.3M +$8.58M +42,703 +18%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$74.3M +$6.23M +31,009 +11%
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$73.6M +$3.7M +18,406 +6%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$72.7M -$6.68M -33,251 -10%
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$72.5M +$5.63M +28,019 +10%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$71.6M +$48.8K +243 +0.1%
WBC
143
Westpac Banking Corp
Australia
$70.5M -$9.01M -44,837 -13%
SEI Investments
144
SEI Investments
Pennsylvania
$69.6M -$5.29M -26,330 -8%
WAM
145
Weatherly Asset Management
California
$68.8M -$60.3K -300 -0.1%
Aviva
146
Aviva
United Kingdom
$66.6M -$1.53M -7,626 -3%
EIP
147
Epoch Investment Partners
New York
$66.3M +$948K +4,720 +2%
LPL Financial
148
LPL Financial
California
$63.1M +$6.59M +32,810 +14%
Nomura Asset Management
149
Nomura Asset Management
Japan
$62.8M +$2.37M +11,791 +5%
GIA
150
Gateway Investment Advisers
Ohio
$62.1M -$168K -836 -0.3%

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.