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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
CWM
601
CMH Wealth Management
New Hampshire
$3.34M +$252K +1,288 +8%
ATC
602
Argent Trust Co
Tennessee
$3.34M +$189K +967 +6%
MMA
603
Miracle Mile Advisors
California
$3.33M -$136K -694 -4%
BST
604
Bath Savings Trust
Maine
$3.3M -$16.6K -85 -0.5%
CIA
605
Choate Investment Advisors
Massachusetts
$3.26M +$85.7K +438 +3%
NCM
606
Northside Capital Management
Oregon
$3.26M +$10.2K +52 +0.3%
TG
607
TCW Group
California
$3.26M -$890K -4,550 -21%
GAMA
608
Graticule Asia Macro Advisors
New York
$3.25M +$3.4M +17,390 New
AUB
609
Atlantic Union Bankshares
Virginia
$3.24M -$54.8K -280 -2%
ECG
610
Edge Capital Group
Georgia
$3.23M +$129K +658 +4%
GIM
611
Greylin Investment Management
Virginia
$3.21M -$48.9K -250 -1%
CA
612
Clearstead Advisors
Ohio
$3.19M +$15.8K +81 +0.5%
MCM
613
Murphy Capital Management
New Jersey
$3.19M +$17K +87 +0.5%
RAM
614
Roanoke Asset Management
New Jersey
$3.17M -$3.91K -20 -0.1%
BC
615
Burleson & Co
California
$3.15M
PFSC
616
Peoples Financial Services Corp
Pennsylvania
$3.14M -$78.2K -400 -2%
BAM
617
Blueshift Asset Management
New Jersey
$3.14M +$2.93M +14,995 +837%
Lido Advisors
618
Lido Advisors
California
$3.13M +$856K +4,378 +35%
UR
619
USCA RIA
Texas
$3.13M +$2.53M +12,921 +339%
IAIM
620
International Assets Investment Management
Florida
$3.12M +$1.62M +8,272 +89%
SCM
621
Shelton Capital Management
Colorado
$3.11M +$994K +5,081 +44%
ITIM
622
Indiana Trust & Investment Management
Indiana
$3.08M -$90.4K -462 -3%
S
623
SignatureFD
Georgia
$3.08M +$186K +953 +6%
PA
624
Parallel Advisors
California
$3.06M +$598K +3,056 +23%
IFAM
625
Institutional & Family Asset Management
Colorado
$3.06M -$203K -1,036 -6%

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.