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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
FI
1726
Fosun International
China
$257K -$108K -540 -33%
ATIA
1727
American Trust Investment Advisors
New Hampshire
$257K
RVPG
1728
Relative Value Partners Group
$257K
GWS
1729
Glassman Wealth Services
Virginia
$257K +$13.1K +65 +6%
CC
1730
Courier Capital
New York
$255K -$70.3K -350 -24%
AO
1731
Advisor OS
Illinois
$255K +$2.81K +14 +1%
SIG
1732
Sky Investment Group
Connecticut
$254K
CCP
1733
Cassia Capital Partners
North Carolina
$254K +$223K +1,108 New
MSFP
1734
Mark Sheptoff Financial Planning
Connecticut
$252K -$20.1K -100 -8%
SCM
1735
Southport Capital Management
Tennessee
$252K -$1.21K -6 -0.5%
TPW
1736
TL Private Wealth
Texas
$252K
CA
1737
Crumly & Associates
Illinois
$252K +$803 +4 +0.4%
OPA
1738
Old Port Advisors
Maine
$252K +$214K +1,065 New
LC
1739
Lindbrook Capital
California
$251K -$112K -557 -34%
AWM
1740
Apollon Wealth Management
South Carolina
$249K -$174K -864 -44%
LSWM
1741
Lorne Steinberg Wealth Management
Canada
$249K
TW
1742
TrinityPoint Wealth
Connecticut
$249K
TAIM
1743
TD Ameritrade Investment Management
Nebraska
$248K +$100K +499 +86%
SAM
1744
Shikiar Asset Management
New York
$248K +$217K +1,079 New
FCB
1745
First Command Bank
Texas
$247K +$15.1K +75 +7%
FCFS
1746
First Command Financial Services
Texas
$247K +$15.1K +75 +7%
ARC
1747
Advisor Resource Council
Texas
$246K +$216K +1,073 New
AF
1748
Aldebaran Financial
$245K +$213K +1,062 New
DWM
1749
Darwin Wealth Management
Florida
$245K +$214K +1,067 New
IIC
1750
Integrated Investment Consultants
Michigan
$245K +$215K +1,069 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.