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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
FNWM
1801
Financial Network Wealth Management
Utah
$222K -$60.3K -300 -24%
MCM
1802
Manchester Capital Management
Vermont
$220K +$1.81K +9 +0.9%
OPOWM
1803
One Plus One Wealth Management
Florida
$220K +$193K +960 New
CSWG
1804
Cardinal Strategic Wealth Guidance
Kentucky
$219K +$191K +952 New
BDWM
1805
Brewin Dolphin Wealth Management
Ireland
$218K
BWP
1806
Baldwin Wealth Partners
Massachusetts
$218K -$8.64K -43 -4%
ML
1807
McAdam LLC
Pennsylvania
$218K +$179K +889 New
JCM
1808
Janney Capital Management
Pennsylvania
$218K +$191K +950 New
JSL
1809
JT Stratford LLC
Georgia
$217K -$48.2K -240 -20%
SFP
1810
Sterling Financial Planning
New Jersey
$217K
LF
1811
Lee Financial
Texas
$216K
GG
1812
Greenwood Gearhart
Arkansas
$216K +$189K +942 New
AIM
1813
Avity Investment Management
Connecticut
$215K +$188K +935 New
LWM
1814
Liberty Wealth Management
California
$214K -$23.1K -115 -11%
KA
1815
Klingman & Associates
New York
$214K +$187K +932 New
CA
1816
Claro Advisors
Massachusetts
$214K +$188K +934 New
PWA
1817
Physician Wealth Advisors
Utah
$213K +$180K +895 New
PFG
1818
PAX Financial Group
Texas
$211K +$185K +920 New
SWIG
1819
Strategic Wealth Investment Group
Kentucky
$211K +$185K +920 New
NIC
1820
Northwest Investment Counselors
Oregon
$210K +$68.7K +342 +60%
SWM
1821
Salvus Wealth Management
New Jersey
$209K +$181K +903 New
FWM
1822
Fairhaven Wealth Management
Illinois
$209K +$183K +909 New
FC
1823
Forte Capital
New York
$209K +$183K +911 New
SC
1824
Solstein Capital
California
$208K +$106K +530 +141%
SFA
1825
Souders Financial Advisors
Ohio
$208K +$182K +906 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.