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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
AWM
551
AE Wealth Management
Kansas
$4.01M +$554K +2,832 +15%
FFN
552
Focus Financial Network
Minnesota
$4M +$3.23M +16,529 +338%
CC
553
Chicago Capital
Illinois
$3.99M +$17K +87 +0.4%
O
554
Ossiam
France
$3.98M -$4.72M -24,128 -53%
GI
555
GAMCO Investors
Connecticut
$3.96M +$16.2K +83 +0.4%
PNC
556
Park National Corp
Ohio
$3.95M -$825K -4,218 -17%
FWCM
557
Ferguson Wellman Capital Management
Oregon
$3.93M -$1.14M -5,848 -22%
HFBOT
558
Home Federal Bank of Tennessee
Tennessee
$3.9M -$11.7K -60 -0.3%
SFM
559
Signet Financial Management
New Jersey
$3.9M -$25K -128 -0.6%
BFS
560
Bradley Foster & Sargent
Connecticut
$3.88M -$2.37M -12,100 -37%
FFA
561
Fi3 Financial Advisors
Indiana
$3.86M +$4.04M +20,656 New
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$3.85M -$116K -594 -3%
TCCM
563
Timber Creek Capital Management
Massachusetts
$3.85M -$404K -2,063 -9%
BC
564
Bartlett & Co
Ohio
$3.81M -$56.7K -290 -1%
BCWM
565
Bartlett & Co Wealth Management
Ohio
$3.81M -$56.7K -290 -1%
TVWM
566
Tower View Wealth Management
Wisconsin
$3.78M -$728K -3,722 -16%
Marshall Wace
567
Marshall Wace
United Kingdom
$3.77M -$37.6M -192,051 -90%
RCM
568
RNC Capital Management
California
$3.74M -$748K -3,823 -16%
NSLI
569
Nan Shan Life Insurance
Taiwan
$3.74M +$3.91M +20,000 New
PRC
570
Pearl River Capital
Michigan
$3.72M +$3.89M +19,909 New
CWM
571
Centric Wealth Management
Illinois
$3.71M -$88.8K -454 -2%
HPC
572
HM Payson & Co
Maine
$3.71M -$48.1K -246 -1%
HSA
573
HBK Sorce Advisory
Pennsylvania
$3.7M -$491K -2,512 -11%
PA
574
Profund Advisors
Maryland
$3.69M -$641K -3,275 -14%
MMG
575
Monetary Management Group
Missouri
$3.68M +$97.8K +500 +3%

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.