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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
CPWM
1926
Cypress Point Wealth Management
Texas
$78K +$68.3K +340 New
FA
1927
Financial Avengers
California
$77K +$201 +1 +0.3%
SSC
1928
Syverson Strege & Co
Iowa
$76K
SWA
1929
SOA Wealth Advisors
New York
$75K +$4.82K +24 +8%
RDFA
1930
Ritter Daniher Financial Advisory
Ohio
$73K +$63.7K +317 New
SIS
1931
Sound Income Strategies
Florida
$72K +$3.82K +19 +6%
Nisa Investment Advisors
1932
Nisa Investment Advisors
Missouri
$71K -$9.6M -47,799 -13%
PSIWM
1933
Paradigm Strategies in Wealth Management
Minnesota
$71K
PGWM
1934
Parisi Gray Wealth Management
New Jersey
$71K +$62.5K +311 New
HCM
1935
Highlander Capital Management
New Jersey
$70K
DMK
1936
David M. Knott
$69K
GA
1937
GoalVest Advisory
New York
$69K
MWA
1938
Moser Wealth Advisors
Washington
$69K
PK
1939
Pflug Koory
Nebraska
$68K
CAL
1940
Capital Analysts LLC
Pennsylvania
$67K +$201 +1 +0.3%
UFF
1941
USA Financial Formulas
Michigan
$65K -$19.3K -96 -25%
WP
1942
WealthShield Partners
North Carolina
$65K
BMD
1943
Better Money Decisions
New Mexico
$64K +$6.23K +31 +13%
TIM
1944
Tortoise Investment Management
New York
$63K +$5.02K +25 +10%
BFA
1945
Brendel Financial Advisors
New Hampshire
$63K +$55.2K +275 New
AIG
1946
American International Group
New York
$60K +$4.22M +20,994 +9%
ARMC
1947
American Research & Management Company
Massachusetts
$59K
SC
1948
Sierra Capital
Florida
$57K
AL
1949
ADE LLC
Maryland
$57K +$50.2K +250 New
SQA
1950
Simon Quick Advisors
New Jersey
$56K -$201 -1 -0.4%

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.