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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
AS
1901
Altshuler Shaham
Israel
$113K +$54K +269 +0.9%
PWMG
1902
Prestige Wealth Management Group
New Jersey
$110K -$37K -184 -28%
RDWM
1903
Red Door Wealth Management
Tennessee
$110K +$96.6K +481 New
PWP
1904
Personal Wealth Partners
Minnesota
$109K +$95.4K +475 New
CIAS
1905
CBIZ Investment Advisory Services
Ohio
$108K
CDIA
1906
Capital Directions Investment Advisors
Georgia
$108K +$94.4K +470 New
FFG
1907
Ford Financial Group
California
$107K +$94.4K +470 New
SAS
1908
Stelac Advisory Services
New York
$106K +$92.6K +461 New
BWM
1909
Baystate Wealth Management
Massachusetts
$105K +$7.83K +39 +9%
FPB
1910
First PREMIER Bank
South Dakota
$102K +$89.4K +445 New
GC
1911
Giverny Capital
Quebec, Canada
$99K
RIM
1912
Rockbridge Investment Management
New York
$99K
AFS
1913
Annapolis Financial Services
Maryland
$93K
CAM
1914
CenterStar Asset Management
Illinois
$92K
KIG
1915
Kessler Investment Group
Indiana
$92K
RMC
1916
Resources Management Corp
Connecticut
$92K
SCA
1917
Stuart Chaussee & Associates
California
$92K
AP
1918
Atwood & Palmer
Missouri
$92K +$20.1K +100 +33%
CIA
1919
Cascade Investment Advisors
Oregon
$91.8K
EARNEST Partners
1920
EARNEST Partners
Georgia
$91K
VLKIM
1921
Van Lanschot Kempen Investment Management
Netherlands
$86K +$75.5K +376 New
JWM
1922
Janiczek Wealth Management
Colorado
$85K -$13.1K -65 -15%
SOW
1923
State of Wyoming
Wyoming
$80K -$109K -543 -61%
TC
1924
Truvestments Capital
Florida
$79K -$40K -199 -37%
HIM
1925
Hillsdale Investment Management
Ontario, Canada
$78K -$603K -3,002 -90%

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.