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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
AW
1851
Avion Wealth
Texas
$172K
PCTC
1852
Perkins Coie Trust Company
Washington
$169K -$38.4K -191 -21%
TFGT
1853
TS Financial Group (TSFG)
Illinois
$169K +$1.41K +7 +1%
FMTCOCP
1854
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$166K +$10K +50 +7%
GTAM
1855
Global Trust Asset Management
Florida
$161K -$341K -1,700 -71%
DI
1856
Disciplined Investments
Oklahoma
$161K
HRC
1857
Hoertkorn Richard Charles
$161K
ETI
1858
Enterprise Trust & Investment
California
$161K +$141K +700 New
CWC
1859
Carolinas Wealth Consulting
North Carolina
$157K +$22.3K +111 +19%
AF
1860
Allworth Financial
California
$156K -$138K -685 -50%
EWA
1861
Evolution Wealth Advisors
Florida
$156K +$1.81K +9 +1%
EIP
1862
Ellis Investment Partners
Pennsylvania
$156K +$20.3K +101 +17%
HFA
1863
Hoover Financial Advisors
Pennsylvania
$156K +$38.2K +190 +39%
HR
1864
Howe & Rusling
New York
$149K -$603 -3 -0.5%
AA
1865
Addison Advisors
Vermont
$149K +$131K +650 New
DOA
1866
D'Orazio & Associates
Virginia
$148K -$12.9K -64 -9%
PSB
1867
Piscataqua Savings Bank
New Hampshire
$148K -$2.01K -10 -2%
GWSG
1868
GPS Wealth Strategies Group
Colorado
$148K -$803 -4 -0.6%
TJHA
1869
Thomas J. Herzfeld Advisors
Florida
$147K
TLFA
1870
True Link Financial Advisors
California
$146K +$12.3K +61 +11%
ACM
1871
AUA Capital Management
Pennsylvania
$145K
TWM
1872
Tradition Wealth Management
Minnesota
$143K -$2.01K -10 -2%
PGAM
1873
Princeton Global Asset Management
New Jersey
$143K
LWA
1874
Lenox Wealth Advisors
New York
$142K +$113K +562 +1,004%
GAM
1875
Gemmer Asset Management
California
$139K -$15.7K -78 -11%

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.