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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
VPIM
651
Vanguard Personalized Indexing Management
California
$2.82M +$775K +3,964 +36%
FCCM
652
First City Capital Management
Georgia
$2.82M -$143K -730 -5%
ESB
653
Essex Savings Bank
Connecticut
$2.82M -$3.33K -17 -0.1%
IA
654
IndexIQ Advisors
New York
$2.81M +$627K +3,203 +27%
WMSA
655
Weiss Multi-Strategy Advisers
New York
$2.81M +$1.04M +5,309 +55%
BO
656
Bank OZK
Arkansas
$2.8M -$123K -630 -4%
HFM
657
Hartford Financial Management
Connecticut
$2.78M +$196 +1 +0%
SFG
658
Summit Financial Group
West Virginia
$2.76M -$32.9K -168 -1%
CPC
659
Cookson Peirce & Co
Pennsylvania
$2.75M +$2.88M +14,720 New
APA
660
American Portfolios Advisors
New York
$2.75M +$206K +1,051 +8%
HIC
661
Harvey Investment Company
Kentucky
$2.74M
IC
662
Intersect Capital
California
$2.73M +$61.8K +316 +2%
SCA
663
Strategic Capital Advisers
Colorado
$2.73M -$627K -3,204 -18%
IWM
664
IHT Wealth Management
Illinois
$2.72M +$412K +2,108 +17%
AIM
665
Anchor Investment Management
South Carolina
$2.72M +$13.7K +70 +0.5%
PWA
666
Providence Wealth Advisors
Illinois
$2.72M +$27K +138 +1%
NGA
667
Naples Global Advisors
Florida
$2.7M -$44K -225 -2%
SWP
668
Stratos Wealth Partners
Ohio
$2.7M +$86.3K +441 +3%
SWM
669
Spire Wealth Management
Virginia
$2.7M +$2.83M +14,466 New
NNP
670
Nachman Norwood & Parrott
South Carolina
$2.67M -$3.72K -19 -0.1%
NHC
671
Nicholas Hoffman & Company
Georgia
$2.66M +$57.3K +293 +2%
MCC
672
Money Concepts Capital
Florida
$2.66M +$92.7K +474 +3%
AF
673
Alerus Financial
North Dakota
$2.65M -$1.94M -9,902 -41%
VIA
674
Vident Investment Advisory
Georgia
$2.65M +$771K +3,943 +39%
ECM
675
Everence Capital Management
Indiana
$2.64M

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.