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Eli Lilly

1,949 hedge funds and large institutions have $148B invested in Eli Lilly in 2021 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 676 increasing their positions, 776 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 100

11% more capital invested

Capital invested by funds: $134B → $148B (+$14.1B)

3% more funds holding

Funds holding: 1,8871,949 (+62)

0.46% more ownership

Funds ownership: 82.33%82.79% (+0.46%)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

13% less repeat investments, than reductions

Existing positions increased: 676 | Existing positions reduced: 776

13% less call options, than puts

Call options by funds: $919M | Put options by funds: $1.06B

Holders
1,949
Holders Change
+62
Holders Change %
+3.29%
% of All Funds
34.22%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.81%
New
180
Increased
676
Reduced
776
Closed
100
Calls
$919M
Puts
$1.06B
Net Calls
-$143M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
351
Oppenheimer & Co
New York
$10.9M -$4.69M -24,000 -29%
PC
352
PointState Capital
New York
$10.9M -$10.7M -54,744 -48%
WWM
353
Windsor Wealth Management
Indiana
$10.8M +$271K +1,383 +2%
Tudor Investment Corp
354
Tudor Investment Corp
Connecticut
$10.8M +$11.3M +57,723 New
MAM
355
Madison Asset Management
Wisconsin
$10.8M +$218K +1,112 +2%
VC
356
Vestor Capital
Illinois
$10.7M +$113K +579 +1%
JPMIA
357
J.P. Marvel Investment Advisors
Massachusetts
$10.7M -$2.93K -15 -0%
DY
358
Dowling & Yahnke
California
$10.6M -$67.9K -347 -0.6%
LS
359
Livforsakringsbolaget Skandia
Sweden
$10.6M +$1.35M +6,900 +14%
AAF
360
Andra AP-fonden
Sweden
$10.4M +$939K +4,800 +9%
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$10.4M -$201K -1,028 -2%
FNBOO
362
First National Bank of Omaha
Nebraska
$10.4M -$1.38M -7,068 -11%
IG
363
ING Group
Netherlands
$10.4M -$545K -2,787 -5%
FCI
364
Financial Counselors Inc
Kansas
$10.3M +$470K +2,401 +5%
PSUF
365
People's United Financial
Connecticut
$10.2M -$204K -1,041 -2%
VFA
366
Valeo Financial Advisors
Indiana
$10.2M +$19.2K +98 +0.2%
KRS
367
Kentucky Retirement Systems
Kentucky
$10.1M +$1.6M +8,200 +18%
SBIA
368
Sheaff Brock Investment Advisors
Indiana
$10M +$108K +554 +1%
CTA
369
Colonial Trust Advisors
South Carolina
$9.91M -$384K -1,964 -4%
NEI
370
Northwest & Ethical Investments
Ontario, Canada
$9.9M -$815K -4,165 -7%
SYBT
371
Stock Yards Bank & Trust
Kentucky
$9.82M +$21.9K +112 +0.2%
Mercer Global Advisors
372
Mercer Global Advisors
Colorado
$9.66M +$934K +4,773 +10%
Wealthfront Advisers
373
Wealthfront Advisers
California
$9.59M +$958K +4,896 +11%
VIA
374
Vantis Investment Advisers
Florida
$9.58M -$9.35M -47,800 -48%
AB
375
Amalgamated Bank
New York
$9.57M -$482K -2,462 -5%

LLY Hedge Fund Activity: Q1 2021 in Review

1,949 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2021, worth a combined $148B — up 11% from $134B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new LLY positions and 100 closed out — a net gain of 80 holders — while 676 added to existing stakes and 776 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.75B. The largest seller was JP Morgan Chase, cutting an estimated $818M.

  • 1,949 institutional investors held Eli Lilly (LLY) as of Q1 2021, up from 1,887 in Q4 2020.
  • Funds reported $148B of Eli Lilly stock for Q1 2021, up 11% quarter-over-quarter.
  • 180 funds opened new Eli Lilly positions in Q1 2021 and 100 closed out, a net change of +80 holders.
  • The largest Eli Lilly buyer in Q1 2021 was T. Rowe Price Associates, an estimated $2.75B added.
  • The largest Eli Lilly seller in Q1 2021 was JP Morgan Chase, an estimated $818M sold.

Based on aggregated 13F filings for Q1 2021.