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Eli Lilly
LLY

2,051 hedge funds and large institutions have $183B invested in Eli Lilly in 2021 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 731 increasing their positions, 799 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 79

1% more funds holding

Funds holding: 2,022 → 2,051 (+29)

1% more capital invested

Capital invested by funds: $182B → $183B (+$1.06B)

0.08% more ownership

Funds ownership: 82.79% → 82.87% (+0.08%)

9% less repeat investments, than reductions

Existing positions increased: 731 | Existing positions reduced: 799

10% less funds holding in top 10

Funds holding in top 10: 61 → 55 (-6)

28% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.86B

Holders
2,051
Holders Change
+29
Holders Change %
+1.43%
% of All Funds
35.9%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
0.96%
New
133
Increased
731
Reduced
799
Closed
79
Calls
$1.34B
Puts
$1.86B
Net Calls
-$514M
Net Calls Change
-$206M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$868M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$493M
3
Capital World Investors
Capital World Investors
California
+$371M
4
DZ Bank
DZ Bank
Germany
+$300M
5
Northern Trust
Northern Trust
Illinois
+$298M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$530M
2
PI
Putnam Investments
Massachusetts
-$522M
3
JP Morgan Chase
JP Morgan Chase
New York
-$360M
4
Capital International Investors
Capital International Investors
California
-$343M
5
Primecap Management
Primecap Management
California
-$311M
Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
1951
O'Dell Group
Ohio
$98K +$105K +424 New
BAM
1952
Bellevue Asset Management
Washington
$93K -$24.7K -100 -20%
AFS
1953
Annapolis Financial Services
Maryland
$93K – – –
CIA
1954
Cascade Investment Advisors
Oregon
$92.4K – – –
EARNEST Partners
1955
EARNEST Partners
Georgia
$92K – – –
KIG
1956
Kessler Investment Group
Indiana
$92K – – –
RMC
1957
Resources Management Corp
Connecticut
$92K – – –
SCA
1958
Stuart Chaussee & Associates
California
$92K – – –
VLKIM
1959
Van Lanschot Kempen Investment Management
Netherlands
$91K +$4.2K +17 +5%
CWA
1960
Clearview Wealth Advisors
Oregon
$89K -$31.8K -129 -25%
MUMSS
1961
Mitsubishi UFJ Morgan Stanley Securities
Japan
$88K +$93.8K +380 New
CPWM
1962
Cypress Point Wealth Management
Texas
$79K – – –
HIM
1963
Hillsdale Investment Management
Ontario, Canada
$79K – – –
TC
1964
Truvestments Capital
Florida
$79K – – –
TCWA
1965
Ten Capital Wealth Advisors
Washington
$79K +$74K +300 +682%
FA
1966
Financial Avengers
California
$77K +$247 +1 +0.3%
IUHSA
1967
Itau Unibanco Holding S.A.
Brazil
$75K +$27.6K +112 +53%
TLCM
1968
Twin Lakes Capital Management
California
$75K +$80.2K +325 New
AWM
1969
Accel Wealth Management
Iowa
$74K +$24.7K +100 +45%
RDFA
1970
Ritter Daniher Financial Advisory
Ohio
$73K – – –
HCM
1971
Highlander Capital Management
New Jersey
$71K – – –
SIS
1972
Sound Income Strategies
Florida
$69K -$3.95K -16 -5%
DMK
1973
David M. Knott
$69K – – –
MWA
1974
Moser Wealth Advisors
Washington
$69K – – –
PK
1975
Pflug Koory
Nebraska
$68K – – –
77 78
79
80 81

LLY Hedge Fund Activity: Q3 2021 in Review

2,051 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2021, worth a combined $183B — up 0.58% from $182B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new LLY positions and 79 closed out — a net gain of 54 holders — while 731 added to existing stakes and 799 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $868M. The largest seller was Wellington Management Group, cutting an estimated $530M.

  • 2,051 institutional investors held Eli Lilly (LLY) as of Q3 2021, up from 2,022 in Q2 2021.
  • Funds reported $183B of Eli Lilly stock for Q3 2021, up 0.58% quarter-over-quarter.
  • 133 funds opened new Eli Lilly positions in Q3 2021 and 79 closed out, a net change of +54 holders.
  • The largest Eli Lilly buyer in Q3 2021 was T. Rowe Price Associates, an estimated $868M added.
  • The largest Eli Lilly seller in Q3 2021 was Wellington Management Group, an estimated $530M sold.

Based on aggregated 13F filings for Q3 2021.