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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
BFS
1751
Beacon Financial Strategies
North Carolina
$244K +$214K +1,063 New
TA
1752
TrueWealth Advisors
Alabama
$244K
SP
1753
Successful Portfolios
Florida
$244K +$214K +1,063 New
EBA
1754
Eagle Bay Advisors
New York
$241K +$208K +1,036 New
SPP
1755
Single Point Partners
Massachusetts
$240K -$57.4K -286 -21%
BMCM
1756
Burns Matteson Capital Management
New York
$239K +$209K +1,042 New
CA
1757
Continuum Advisory
Idaho
$238K +$208K +1,037 New
AIP
1758
Ahrens Investment Partners
Louisiana
$238K +$209K +1,039 New
CWM
1759
Connecticut Wealth Management
Connecticut
$237K -$981K -4,884 -83%
CFAM
1760
Center For Asset Management
Florida
$236K -$55.8K -278 -21%
MCM
1761
MV Capital Management
Maryland
$236K +$21.1K +105 +11%
PCM
1762
Pennsylvania Capital Management
Pennsylvania
$235K +$201K +1,000 New
CPSAC
1763
Chas P. Smith & Associates (CPS)
Florida
$235K +$205K +1,023 New
CVM
1764
Cheviot Value Management
California
$235K +$206K +1,024 New
AFG
1765
Albion Financial Group
Utah
$235K +$206K +1,025 New
PWAG
1766
Polaris Wealth Advisory Group
California
$234K +$203K +1,011 New
AWM
1767
Aberdeen Wealth Management
Illinois
$234K +$205K +1,020 New
CCM
1768
Cribstone Capital Management
Maine
$233K
LF
1769
Lantz Financial
Illinois
$233K +$204K +1,016 New
AL
1770
Aspiriant LLC
California
$232K +$203K +1,009 New
AWAP
1771
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$232K +$203K +1,010 New
CL
1772
Choreo LLC
Illinois
$232K +$203K +1,010 New
SIMM
1773
Stillwater Investment Management (Minnesota)
Minnesota
$231K +$202K +1,005 New
VCG
1774
Vantage Consulting Group
Virginia
$231K +$202K +1,008 New
CBT
1775
CoreFirst Bank & Trust
Kansas
$230K -$18.1K -90 -8%

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.