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Eli Lilly

1,886 hedge funds and large institutions have $134B invested in Eli Lilly in 2020 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 661 increasing their positions, 677 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 104

23% more capital invested

Capital invested by funds: $109B → $134B (+$25.2B)

6% more funds holding

Funds holding: 1,7731,886 (+113)

5.4% more ownership

Funds ownership: 76.93%82.33% (+5.4%)

8% more call options, than puts

Call options by funds: $870M | Put options by funds: $807M

2% less repeat investments, than reductions

Existing positions increased: 661 | Existing positions reduced: 677

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

Holders
1,886
Holders Change
+113
Holders Change %
+6.37%
% of All Funds
33.37%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.85%
New
243
Increased
661
Reduced
677
Closed
104
Calls
$870M
Puts
$807M
Net Calls
+$63.1M
Net Calls Change
+$322M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
226
Epoch Investment Partners
New York
$26.4M +$6.36M +42,601 +37%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$26.2M -$979K -6,559 -4%
SDIC
228
South Dakota Investment Council
South Dakota
$26.1M +$20.4M +136,460 +746%
PP
229
Palladium Partners
Virginia
$26.1M -$264K -1,770 -1%
SP
230
Sarasin & Partners
United Kingdom
$25.8M +$3.45M +23,081 +18%
CGH
231
Crossmark Global Holdings
Texas
$25.8M +$11.2M +74,857 +96%
UIM
232
USS Investment Management
United Kingdom
$25.8M -$149K -1,000 -0.7%
FMI
233
Factory Mutual Insurance
Massachusetts
$25.5M
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$25.5M -$2.35M -15,734 -9%
MLICM
235
Metropolitan Life Insurance Company (MetLife)
New York
$25.4M -$915K -6,127 -4%
X
236
Xponance
Pennsylvania
$25.3M +$127K +851 +0.6%
BC
237
Blackhill Capital
New Jersey
$25M -$981K -6,571 -4%
A
238
AustralianSuper
Australia
$24.8M +$22M +147,048 New
CWM
239
CIBC World Markets
New York
$24.7M -$4.65M -31,117 -18%
BCIM
240
British Columbia Investment Management
British Columbia, Canada
$24.6M -$573K -3,840 -3%
Jane Street
241
Jane Street
New York
$24.6M -$951K -6,368 -4%
TRSOTSOK
242
Teachers Retirement System of the State of Kentucky
Kentucky
$24.4M -$63.3K -424 -0.3%
PFC
243
Poplar Forest Capital
California
$24M -$4.13M -27,640 -16%
TPSF
244
Texas Permanent School Fund
Texas
$23.6M -$1.38M -9,259 -6%
BNP Paribas Financial Markets
245
BNP Paribas Financial Markets
France
$23.3M -$73.3M -490,922 -78%
CTA
246
Carillon Tower Advisers
Florida
$23.2M -$134K -900 -0.6%
CCM
247
Cullen Capital Management
New York
$22.8M
ADEF
248
Adams Diversified Equity Fund
Maryland
$22.3M
HC
249
Henshaw Capital
Massachusetts
$22.1M +$37.3K +250 +0.2%
Natixis Advisors
250
Natixis Advisors
Massachusetts
$22.1M +$781K +5,233 +4%

LLY Hedge Fund Activity: Q4 2020 in Review

1,886 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2020, worth a combined $134B — up 23% from $109B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new LLY positions and 104 closed out — a net gain of 139 holders — while 661 added to existing stakes and 677 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.46B. The largest seller was Capital International Investors, cutting an estimated $712M.

  • 1,886 institutional investors held Eli Lilly (LLY) as of Q4 2020, up from 1,773 in Q3 2020.
  • Funds reported $134B of Eli Lilly stock for Q4 2020, up 23% quarter-over-quarter.
  • 243 funds opened new Eli Lilly positions in Q4 2020 and 104 closed out, a net change of +139 holders.
  • The largest Eli Lilly buyer in Q4 2020 was PNC Financial Services Group, an estimated $7.46B added.
  • The largest Eli Lilly seller in Q4 2020 was Capital International Investors, an estimated $712M sold.

Based on aggregated 13F filings for Q4 2020.