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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
KAS
401
Kestra Advisory Services
Texas
$8.42M -$3.43M -17,525 -28%
RT
402
Rockland Trust
Massachusetts
$8.29M +$705K +3,602 +9%
Two Sigma Advisers
403
Two Sigma Advisers
New York
$8.28M -$29.2M -149,100 -77%
TF
404
Tompkins Financial
New York
$8.16M +$7.63K +39 +0.1%
Pacer Advisors
405
Pacer Advisors
Pennsylvania
$8.15M -$1.11M -5,689 -12%
NAM
406
NTV Asset Management
West Virginia
$8.13M -$78.2K -400 -0.9%
FMWA
407
Forvis Mazars Wealth Advisors
Missouri
$8M -$3.02M -15,458 -27%
RJT
408
Raymond James Trust
Florida
$7.99M -$874K -4,470 -9%
FAT
409
First American Trust
California
$7.93M +$2.65M +13,570 +47%
CCMINC
410
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.91M -$63.4K -324 -0.8%
RIG
411
Roosevelt Investment Group
New York
$7.83M +$25.2K +129 +0.3%
CTC
412
Central Trust Company
Missouri
$7.83M -$217K -1,110 -3%
FQ
413
First Quadrant
California
$7.83M
M
414
MOTCO
Texas
$7.79M -$138K -707 -2%
AP
415
Advisor Partners
California
$7.79M -$415K -2,124 -5%
Impax Asset Management Group
416
Impax Asset Management Group
United Kingdom
$7.7M +$2.95M +15,089 +58%
WB
417
WesBanco Bank
West Virginia
$7.7M +$8.06M +41,196 New
American Century Companies
418
American Century Companies
Missouri
$7.66M +$909K +4,646 +13%
ACI
419
Alpha Cubed Investments
California
$7.65M +$127K +651 +2%
DHFB
420
Dixon Hubard Feinour & Brown
Virginia
$7.64M +$4.22M +21,594 +89%
DADC
421
D.A. Davidson & Co
Montana
$7.63M +$2.35M +11,989 +42%
SICM
422
Sustainable Insight Capital Management
New York
$7.58M +$2.18M +11,153 +38%
WDA
423
Wendell David Associates
New Hampshire
$7.54M +$52.2K +267 +0.7%
IMPI
424
Ilmarinen Mutual Pension Insurance
Finland
$7.53M -$3.62M -18,500 -31%
PA
425
Pinnacle Associates
New York
$7.47M -$701K -3,584 -8%

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.