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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
Franklin Resources
26
Franklin Resources
California
$865M -$279M -1,424,951 -24%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$839M -$16M -81,984 -2%
PI
28
Putnam Investments
Massachusetts
$827M -$27.5M -140,367 -3%
UBS AM
29
UBS AM
Illinois
$819M +$22.9M +117,056 +3%
Goldman Sachs
30
Goldman Sachs
New York
$801M +$48.5M +247,977 +6%
AAMU
31
Amundi Asset Management US
Massachusetts
$790M +$27.5M +140,830 +3%
Swiss National Bank
32
Swiss National Bank
Switzerland
$722M +$12.9M +66,100 +2%
Wells Fargo
33
Wells Fargo
California
$718M -$103M -527,946 -12%
Charles Schwab
34
Charles Schwab
California
$670M -$595K -3,041 -0.1%
Morgan Stanley
35
Morgan Stanley
New York
$660M +$30.4M +155,365 +5%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$628M -$10.6M -54,359 -2%
EVM
37
Eaton Vance Management
Massachusetts
$612M +$11.4M +58,196 +2%
PPA
38
Parametric Portfolio Associates
Washington
$564M +$3.58M +18,323 +0.6%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$558M +$4.82M +24,622 +0.8%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$556M -$26.9M -137,724 -4%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$500M +$13.4M +68,509 +3%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$480M -$155M -790,114 -24%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$470M -$47M -240,474 -9%
Deutsche Bank
44
Deutsche Bank
Germany
$442M +$63.7M +325,628 +16%
Allianz Asset Management
45
Allianz Asset Management
Germany
$406M +$212M +1,084,993 +100%
US Bancorp
46
US Bancorp
Minnesota
$404M +$207K +1,060 +0%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$396M -$104M -530,302 -20%
GQG Partners
48
GQG Partners
Florida
$374M -$11.7M -60,037 -3%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$366M +$57.1M +291,704 +17%
AllianceBernstein
50
AllianceBernstein
Tennessee
$358M -$84.5M -431,859 -18%

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.