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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
WIA
1701
World Investment Advisors
California
$272K
BAS
1702
Brown Advisory Securities
Maryland
$272K +$238K +1,184 New
CT
1703
Columbia Trust
Oregon
$272K +$238K +1,184 New
WF
1704
WoodTrust Financial
Wisconsin
$272K +$238K +1,187 New
BAAM
1705
Baker Avenue Asset Management
California
$269K +$8.24K +41 +4%
WA
1706
Wambolt & Associates
Colorado
$269K +$234K +1,166 New
Members Trust
1707
Members Trust
Florida
$266K -$57K -284 -20%
HWA
1708
HCR Wealth Advisors
California
$266K +$6.63K +33 +3%
SNB
1709
Security National Bank
Nebraska
$265K
TFO
1710
Tarbox Family Office
California
$265K
FCIM
1711
Fairview Capital Investment Management
California
$264K
MCM
1712
Mainstay Capital Management
Michigan
$264K
NG
1713
Northstar Group
New York
$264K +$231K +1,150 New
MWPCG
1714
Measured Wealth Private Client Group
New Hampshire
$262K
HL
1715
HeadInvest LLC
Maine
$262K +$230K +1,143 New
NF
1716
Nikulski Financial
Iowa
$261K
TC
1717
Trust Company
Kansas
$261K
CFSG
1718
Clark Financial Services Group
Missouri
$260K
PO
1719
Private Ocean
California
$260K
EIA
1720
Edgemoor Investment Advisors
Maryland
$259K
PCAP
1721
Pratt Collard Advisory Partners
New York
$259K
CA
1722
Commerzbank Aktiengesellschaft
Germany
$258K
LOPW
1723
Live Oak Private Wealth
North Carolina
$258K
SAM
1724
Summit Asset Management
Tennessee
$258K
CMO
1725
Covenant Multifamily Offices
Texas
$258K +$226K +1,124 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.