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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
CFG
1876
CKW Financial Group
Hawaii
$139K
BEI
1877
Benjamin Edwards Inc
Missouri
$139K +$6.43K +32 +6%
APC
1878
Aspire Private Capital
North Carolina
$138K -$26.3K -131 -18%
GWMIA
1879
Global Wealth Management Investment Advisory
Florida
$138K
SA
1880
SRH Advisors
Kansas
$138K
FWM
1881
Focused Wealth Management
New York
$135K
CA
1882
Crewe Advisors
Utah
$135K +$10K +50 +9%
CB
1883
CNB Bank
Pennsylvania
$134K +$60.3K +300 +105%
WR
1884
WD Rutherford
Oregon
$131K
MHR
1885
Matthew Hamilton Rosenberg
$127K
CAL
1886
Capital Advisors Ltd
Ohio
$125K
JFA
1887
JNBA Financial Advisors
Minnesota
$124K
MFA
1888
McClarren Financial Advisors
Pennsylvania
$124K +$20.3K +101 +23%
PFGIA
1889
Patriot Financial Group Insurance Agency
Massachusetts
$122K -$120K -597 -53%
IWP
1890
IAG Wealth Partners
Wisconsin
$121K +$20.1K +100 +23%
FFA
1891
Freedman Financial Associates
Massachusetts
$120K
SN
1892
Sittner & Nelson
Oregon
$120K
CWA
1893
Clearview Wealth Advisors
Oregon
$118K +$17.9K +89 +21%
AIM
1894
Arcadia Investment Management
Michigan
$115K
BAM
1895
Bellevue Asset Management
Washington
$115K
CH
1896
Canton Hathaway
Rhode Island
$115K
MAWCM
1897
Mine & Arao Wealth Creation & Management
California
$115K
VCM
1898
Versant Capital Management
Arizona
$113K -$12.6M -62,575 -99%
EI
1899
Ellevest Inc
New York
$113K -$240K -1,194 -71%
WWM
1900
Wolff Wiese Magana
California
$113K +$13.7K +68 +16%

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.