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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
CLOS
1826
Compagnie Lombard Odier SCmA
Switzerland
$207K
WWA
1827
WC Walker & Associates
California
$207K +$177K +883 New
BMC
1828
Benin Management Corp
Connecticut
$207K +$181K +900 New
OBGC
1829
O'Brien Greene & Co
Pennsylvania
$207K +$181K +900 New
SWM
1830
Sculati Wealth Management
Michigan
$207K +$181K +900 New
MFS
1831
Mirabella Financial Services
United Kingdom
$207K +$181K +901 New
HIM
1832
Hanlon Investment Management
New Jersey
$207K +$182K +904 New
LFF
1833
Level Four Financial
Texas
$205K +$180K +894 New
SBL
1834
Sargent Bickham Lagudis
Colorado
$204K +$25.1K +125 +16%
SMG
1835
Spectrum Management Group
Indiana
$203K +$2.01K +10 +1%
CAM
1836
Concorde Asset Management
Michigan
$203K +$178K +884 New
FMB
1837
Field & Main Bank
Kentucky
$202K
ZF
1838
Zhang Financial
Michigan
$202K +$176K +878 New
RWM
1839
Reston Wealth Management
Virginia
$201K +$176K +877 New
GEA
1840
Glen Eagle Advisors
New Jersey
$201K
MA
1841
MJP Associates
Connecticut
$200K +$175K +870 New
CA
1842
Centerpoint Advisors
Massachusetts
$199K
COCM
1843
Charter Oak Capital Management
New Hampshire
$199K +$20.1K +100 +13%
GFP
1844
Gryphon Financial Partners
Ohio
$194K +$199K +991 New
APW
1845
Acima Private Wealth
Virginia
$191K -$7.03K -35 -4%
MPWT
1846
MassMutual Private Wealth & Trust
Connecticut
$189K +$18.1K +90 +12%
HCP
1847
Hexagon Capital Partners
Arkansas
$184K -$20.1K -100 -11%
MAM
1848
McCarthy Asset Management
California
$181K
DAM
1849
Delta Asset Management
Tennessee
$180K +$12.1K +60 +8%
KFI
1850
Key Financial Inc
Pennsylvania
$177K +$75.5K +376 +107%

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.