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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
FIM
676
Fernwood Investment Management
Massachusetts
$2.64M +$665K +3,400 +32%
WFM
677
Wolff Financial Management
Michigan
$2.63M -$80.4K -411 -3%
CI
678
CX Institutional
Indiana
$2.63M +$655K +3,351 +31%
MIM
679
MTM Investment Management
South Carolina
$2.61M +$196 +1 +0%
WSTAM
680
Wilbanks Smith & Thomas Asset Management
Virginia
$2.61M +$23.1K +118 +0.9%
GC
681
Grace Capital
Massachusetts
$2.6M +$665K +3,400 +32%
WA
682
WBH Advisory
Maryland
$2.59M -$75.7K -387 -3%
AT
683
Arden Trust
Delaware
$2.58M -$88K -450 -3%
SGI
684
Summit Global Investments
Utah
$2.57M -$1.57M -8,036 -37%
PCM
685
Perkins Capital Management
Minnesota
$2.56M
SIAG
686
Signet Investment Advisory Group
Rhode Island
$2.56M -$70.4K -360 -3%
ECM
687
Estabrook Capital Management
New York
$2.55M -$58.7K -300 -2%
HF
688
HRT Financial
New York
$2.55M +$2.67M +13,645 New
RSC
689
Red Spruce Capital
Pennsylvania
$2.54M +$47.5K +243 +2%
DCM
690
Dupont Capital Management
Delaware
$2.53M -$812K -4,153 -23%
GCM
691
Glynn Capital Management
California
$2.52M
PP
692
Prudential plc
United Kingdom
$2.51M -$2.24M -11,454 -46%
BCM
693
Brooktree Capital Management
Michigan
$2.5M -$27.4K -140 -1%
WT
694
Whittier Trust
California
$2.48M -$47.5K -243 -2%
HI
695
Horizon Investments
North Carolina
$2.48M +$2.6M +13,282 New
IWC
696
Integrated Wealth Concepts
Massachusetts
$2.48M +$1.39M +7,084 +115%
GWM
697
Geneos Wealth Management
Colorado
$2.47M +$48.1K +246 +2%
EI
698
Ethic Inc
New York
$2.47M +$338K +1,728 +15%
GVAG
699
Great Valley Advisor Group
Delaware
$2.46M -$1.05M -5,389 -29%
SBH
700
Segall Bryant & Hamill
Illinois
$2.46M -$61.8K -316 -2%

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.