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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
Lilly Endowment
1
Lilly Endowment
Indiana
$25.1B -$181M -902,898 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.8B -$63.8M -317,415 -0.5%
BlackRock
3
BlackRock
New York
$14B +$373M +1,856,395 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$12B -$977K -4,863 -0%
Primecap Management
5
Primecap Management
California
$7.79B -$285M -1,418,968 -4%
State Street
6
State Street
Massachusetts
$7.56B +$84.7M +421,475 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$7.08B -$720K -3,584 -0%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$7.01B -$253M -1,258,811 -4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$6.14B +$117M +584,215 +2%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$4.27B
JP Morgan Chase
11
JP Morgan Chase
New York
$3.93B -$38.1M -189,805 -1%
Capital World Investors
12
Capital World Investors
California
$3.51B +$137M +683,842 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.2B +$113M +564,757 +4%
Northern Trust
14
Northern Trust
Illinois
$2.36B -$14.6M -72,459 -0.7%
Bank of America
15
Bank of America
North Carolina
$2.27B -$97.3M -484,509 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.19B -$47.6M -236,938 -2%
Jennison Associates
17
Jennison Associates
New York
$2.05B +$697M +3,470,858 +64%
Ameriprise
18
Ameriprise
Minnesota
$2B +$77.1M +383,933 +5%
Capital International Investors
19
Capital International Investors
California
$1.95B -$75.2M -374,281 -4%
Norges Bank
20
Norges Bank
Norway
$1.95B -$54.6M -271,619 -3%
Fisher Asset Management
21
Fisher Asset Management
Washington
$1.38B +$101M +502,005 +9%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.35B +$46.5M +231,301 +4%
Invesco
23
Invesco
Georgia
$1.32B -$67.4M -335,617 -6%
N
24
Nuveen
North Carolina
$1.17B -$50.1M -249,534 -5%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$1.12B -$28.1M -140,005 -3%

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.