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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
Wealth Enhancement Advisory Services
376
Wealth Enhancement Advisory Services
Minnesota
$9.43M +$247K +1,263 +3%
UCFA
377
United Capital Financial Advisors
Texas
$9.4M -$8.61K -44 -0.1%
NMERB
378
New Mexico Educational Retirement Board
New Mexico
$9.36M -$626K -3,200 -6%
SPIA
379
Steward Partners Investment Advisory
New York
$9.23M +$4.12M +21,052 +74%
LSERS
380
Louisiana State Employees Retirement System
Louisiana
$9.21M
WAM
381
Winslow Asset Management
Ohio
$9.2M -$426K -2,180 -4%
IHL
382
Investment House LLC
California
$9.14M -$119K -610 -1%
MYAM
383
Meiji Yasuda Asset Management
Japan
$9.12M +$3.03M +15,488 +46%
DCM
384
Donaldson Capital Management
Indiana
$9.12M +$117K +598 +1%
CIS
385
Capital International Sarl
California
$9.06M +$4.83M +24,714 +104%
TLP
386
Tri Locum Partners
New York
$9.02M -$1.41M -7,222 -13%
TCMG
387
TSP Capital Management Group
New Jersey
$8.96M -$19.6K -100 -0.2%
CWM
388
Calamos Wealth Management
Illinois
$8.85M -$2.03M -10,395 -18%
PFPT
389
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.84M -$4.76M -24,309 -34%
AC
390
Alexandria Capital
Virginia
$8.84M -$8.8K -45 -0.1%
Cetera Investment Advisers
391
Cetera Investment Advisers
Illinois
$8.82M -$92.3K -472 -1%
DWT
392
Dorsey & Whitney Trust
South Dakota
$8.76M -$466K -2,384 -5%
AMCA
393
Arthur M. Cohen & Associates
Illinois
$8.75M -$3.92M -20,047 -43%
SAM
394
Sectoral Asset Management
Quebec, Canada
$8.73M -$949K -4,850 -9%
DA
395
Duality Advisers
Florida
$8.71M +$9.11M +46,594 New
ETC
396
Exchange Traded Concepts
Oklahoma
$8.7M -$3.22M -16,441 -26%
SRC
397
Shufro Rose & Co
New York
$8.62M
SIC
398
Salem Investment Counselors
North Carolina
$8.58M +$975K +4,983 +12%
VIP
399
Vantage Investment Partners
Missouri
$8.52M -$5.62M -28,716 -39%
1SB
400
1ST Source Bank
Indiana
$8.48M -$166K -850 -2%

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.