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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
ACM
2101
Allred Capital Management
Texas
-$58.1K -311 Closed
LAIC
2102
Lederer & Associates Investment Counsel
California
-$57K -305 Closed
MWP
2103
Meridian Wealth Partners
Pennsylvania
-$54K -289 Closed
AA
2104
AlphaCentric Advisors
Puerto Rico
-$53K -283 Closed
DWP
2105
Destiny Wealth Partners
Florida
-$50K -267 Closed
HFS
2106
HBC Financial Services
Washington
-$46.5K -250 Closed
HC
2107
Hoese & Co
Minnesota
-$45K -240 Closed
SWM
2108
Sugarloaf Wealth Management
Georgia
-$40.2K -200 Closed
WCM
2109
Wealthcare Capital Management
Virginia
-$30K -161 Closed
APWM
2110
Atlas Private Wealth Management
New York
-$29K -155 Closed
GAM
2111
Grandview Asset Management
Pennsylvania
-$29K -154 Closed
LTI
2112
Laffer Tengler Investments
Tennessee
-$28K -150 Closed
SSWG
2113
Seven Springs Wealth Group
Tennessee
-$28K -150 Closed
TFA
2114
Toth Financial Advisory
Virginia
-$24K -130 Closed
FCM
2115
Firestone Capital Management
Florida
-$24K -127 Closed
RWM
2116
RBA Wealth Management
California
-$16.8K -90 Closed
GSAM
2117
Grant Street Asset Management
Pennsylvania
-$16K -86 Closed
BAMG
2118
Brand Asset Management Group
Missouri
-$15K -80 Closed
APWA
2119
Atlas Private Wealth Advisors
New Jersey
-$8K -43 Closed
LGWM
2120
Litman Gregory Wealth Management
California
-$5K -25 Closed
FGAM
2121
Financial Gravity Asset Management
Texas
-$2.84K -15 Closed
ADIM
2122
Alpha DNA Investment Management
Maryland
-$1K -6 Closed

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.