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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
BO
501
BRR OpCo
Ohio
$4.9M -$95.7K -489 -2%
BCMO
502
Buckingham Capital Management (Ohio)
Ohio
$4.9M +$80.4K +411 +2%
TCOT
503
Trust Company of Toledo
Ohio
$4.88M -$399K -2,042 -7%
GI
504
Gradient Investments
Minnesota
$4.86M -$11.1M -56,975 -69%
WSFS
505
Wilmington Savings Fund Society
Delaware
$4.84M -$262K -1,340 -5%
Wolverine Trading
506
Wolverine Trading
Illinois
$4.83M +$1.29M +6,591 +34%
FCH
507
Freestone Capital Holdings
Washington
$4.82M +$38.3K +196 +0.8%
RBA
508
Richard Bernstein Advisors
New York
$4.82M
LCM
509
Logan Capital Management
Pennsylvania
$4.78M +$82K +419 +2%
KIA
510
KCM Investment Advisors
California
$4.76M +$147K +750 +3%
MJB
511
Mark J. Bradley
$4.75M -$244K -1,245 -5%
NSAM
512
North Star Asset Management
Wisconsin
$4.73M +$401K +2,048 +9%
MCA
513
Morris Capital Advisors
Pennsylvania
$4.72M -$126K -645 -2%
JIC
514
Johnson Investment Counsel
Ohio
$4.71M -$74.9K -383 -1%
EFS
515
Essex Financial Services
Connecticut
$4.7M -$118K -605 -2%
UB
516
UMB Bank
Missouri
$4.68M +$336K +1,716 +7%
V
517
Veritable
Delaware
$4.67M -$6.65K -34 -0.1%
KRSITF
518
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.62M +$741K +3,788 +18%
SW
519
SVB Wealth
Massachusetts
$4.61M +$56.7K +290 +1%
Bessemer Group
520
Bessemer Group
New Jersey
$4.61M -$460K -2,353 -9%
CT
521
Caldwell Trust
Florida
$4.59M -$165K -844 -3%
SVWAG
522
Sound View Wealth Advisors Group
Georgia
$4.57M -$220K -1,124 -4%
LIA
523
LS Investment Advisors
Michigan
$4.57M -$1.61M -8,243 -25%
JIR
524
James Investment Research
Ohio
$4.55M +$1.37M +6,992 +40%
FBC
525
Fairfield, Bush & Co
Connecticut
$4.54M

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.