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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
JCM
626
Jacobi Capital Management
Pennsylvania
$3.05M +$95.7K +489 +3%
SWM
627
SeaCrest Wealth Management
New York
$3.05M -$64.4K -329 -2%
S
628
Seeyond
France
$3.03M -$450K -2,300 -12%
BCM
629
Brookstone Capital Management
Illinois
$3.02M +$344K +1,759 +12%
RPC
630
Rossmore Private Capital
Connecticut
$3.02M +$312K +1,594 +11%
GFA
631
Gifford Fong Associates
California
$3.01M
SPC
632
Sigma Planning Corp
Michigan
$2.99M +$192K +979 +7%
WSC
633
Wellington Shields & Co
New York
$2.99M -$291K -1,487 -9%
MCP
634
Mirador Capital Partners
California
$2.98M +$3.12M +15,930 New
RIL
635
Rothschild Investment LLC
Illinois
$2.96M -$587 -3 -0%
JAG
636
Journey Advisory Group
Kentucky
$2.96M +$80K +409 +3%
LNWTC
637
Laird Norton Wetherby Trust Company
Washington
$2.94M +$161K +823 +5%
BPC
638
Banque Pictet & Cie
Switzerland
$2.93M -$587K -3,000 -16%
OCM
639
Osterweis Capital Management
California
$2.93M
BSW
640
Buckingham Strategic Wealth
Missouri
$2.92M +$15.8K +81 +0.5%
CIA
641
Cohen Investment Advisors
New Hampshire
$2.92M +$192K +981 +7%
WP
642
Waycross Partners
Kentucky
$2.92M +$3.05M +15,613 New
IWP
643
Icon Wealth Partners
Texas
$2.91M +$250K +1,278 +9%
BRWM
644
B. Riley Wealth Management
Tennessee
$2.9M +$510K +2,609 +20%
ISL
645
Ingalls & Snyder LLC
New York
$2.9M -$120K -613 -4%
FFG
646
Fortem Financial Group
California
$2.88M -$88.6K -453 -3%
HW
647
Hancock Whitney
Mississippi
$2.85M -$457K -2,336 -13%
Fiera Capital (Canada)
648
Fiera Capital (Canada)
Quebec, Canada
$2.85M -$240K -1,227 -7%
RM
649
Resource Management
Louisiana
$2.84M +$568K +2,904 +24%
BFM
650
Boothbay Fund Management
New York
$2.83M +$2.69M +13,774 +984%

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.