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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
AFA
526
American Financial Advisors
Georgia
$4.54M
CCM
527
Crossvault Capital Management
Texas
$4.52M -$3.52K -18 -0.1%
SI
528
Stephens Inc
Arkansas
$4.5M -$281K -1,438 -6%
6M
529
6 Meridian
Kansas
$4.5M -$2.23M -11,411 -32%
PAM
530
Palisade Asset Management
Minnesota
$4.48M +$8.61K +44 +0.2%
KOCAA
531
Knights of Columbus Asset Advisors
Connecticut
$4.45M -$2.46M -12,600 -35%
FNBT
532
FineMark National Bank & Trust
Florida
$4.43M -$61.2K -313 -1%
BB
533
Busey Bank
Illinois
$4.39M -$41.5K -212 -0.9%
HCA
534
Harbour Capital Advisors
Virginia
$4.33M +$22.5K +115 +0.5%
RIM
535
Redpoint Investment Management
Australia
$4.32M +$27.8K +142 +0.6%
MGAM
536
McGowan Group Asset Management
Texas
$4.31M +$1.76K +9 +0%
N
537
Natixis
France
$4.3M -$67.2M -343,527 -94%
PP
538
PDT Partners
New York
$4.28M -$3.29M -16,799 -42%
FC
539
Fusion Capital
South Carolina
$4.27M -$53.4K -273 -1%
CCM
540
CAAS Capital Management
New York
$4.27M +$4.47M +22,861 New
PCIA
541
Prime Capital Investment Advisors
Kansas
$4.26M +$2.41M +12,301 +117%
LWANC
542
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M -$101K -517 -2%
JSC
543
Jackson Square Capital
California
$4.2M +$849K +4,340 +24%
GG
544
Gofen & Glossberg
Illinois
$4.19M -$104K -534 -2%
HI
545
Handelsinvest Investeringsforvaltning
Denmark
$4.17M +$2.99M +15,291 +217%
AC
546
Allstate Corporation
Illinois
$4.14M +$298K +1,523 +7%
CTA
547
Chesley Taft & Associates
Illinois
$4.09M +$48.9K +250 +1%
BCM
548
Birmingham Capital Management
Alabama
$4.09M -$19.6K -100 -0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
549
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.03M -$19.2M -98,378 -82%
RC
550
RegentAtlantic Capital
New Jersey
$4.02M +$1.87M +9,543 +80%

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.