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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
PCA
426
Personal Capital Advisors
California
$7.46M +$1.05M +5,347 +15%
EAM
427
Erste Asset Management
Austria
$7.43M +$552K +2,820 +8%
LCM
428
LVM Capital Management
Michigan
$7.42M -$85.7K -438 -1%
MCM
429
Maryland Capital Management
Maryland
$7.4M +$124K +634 +2%
TCM
430
Twin Capital Management
Pennsylvania
$7.4M -$1.34M -6,860 -15%
BAPIM
431
British Airways Pensions Investment Management
United Kingdom
$7.37M -$456K -2,330 -6%
Kovitz Investment Group Partners
432
Kovitz Investment Group Partners
Illinois
$7.3M -$901K -4,608 -11%
BDS
433
Banco de Sabadell
Florida
$7.28M +$3.28M +16,766 +75%
AWMT
434
AAFMAA Wealth Management & Trust
North Carolina
$7.27M +$2.02M +10,336 +36%
CHC
435
City Holding Co
West Virginia
$7.26M +$73K +373 +1%
WKWM
436
Walter & Keenan Wealth Management
Indiana
$7.13M +$22.1K +113 +0.3%
BBVA
437
Banco Bilbao Vizcaya Argentaria
Spain
$7.08M -$684K -3,498 -8%
CCP
438
Corient Capital Partners
California
$7.07M -$1.03M -5,252 -12%
CWM
439
Chronos Wealth Management
Florida
$7M +$73.2K +374 +1%
GCA
440
Greenwood Capital Associates
South Carolina
$6.96M -$1.13M -5,786 -13%
SCCM
441
Schafer Cullen Capital Management
New York
$6.93M -$76.2M -389,737 -91%
FA
442
FDx Advisors
Illinois
$6.92M -$946K -4,834 -12%
CAC
443
Core Alternative Capital
Georgia
$6.9M +$179K +917 +3%
CAG
444
Crestwood Advisors Group
Massachusetts
$6.89M -$73.5K -376 -1%
HCM
445
Huber Capital Management
California
$6.89M
MAM
446
Meeder Asset Management
Ohio
$6.87M +$6.36M +32,524 +767%
MHC
447
Meyer Handelman Company
New York
$6.84M -$39.1K -200 -0.5%
SAM
448
Socorro Asset Management
Texas
$6.76M -$69.6K -356 -1%
RP
449
Rowlandmiller & Partners
Georgia
$6.74M -$166K -850 -2%
NMIMC
450
Northwestern Mutual Investment Management Company
Wisconsin
$6.74M -$1.47M -7,509 -17%

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.