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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$356M -$98.8M -504,859 -21%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$341M -$72.3M -369,652 -17%
CGI
53
Comgest Global Investors
France
$327M +$16.5M +84,482 +5%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$308M -$3.44M -17,595 -1%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$264M -$18.8M -95,984 -6%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$263M -$35.8M -183,200 -11%
CS
57
Credit Suisse
Switzerland
$262M +$34.3M +175,323 +14%
Principal Financial Group
58
Principal Financial Group
Iowa
$238M -$3.21M -16,396 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
59
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$220M +$4.58M +23,403 +2%
BG
60
Bahl & Gaynor
Ohio
$216M +$989K +5,057 +0.4%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$215M +$32.7M +167,024 +17%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$213M -$13.7M -70,151 -6%
UBS Group
63
UBS Group
Switzerland
$211M -$52.3M -267,360 -19%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$208M -$8.62M -44,060 -4%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$207M +$60.5M +309,111 +39%
APG Asset Management
66
APG Asset Management
Netherlands
$205M -$62.8M -320,820 -20%
Prudential Financial
67
Prudential Financial
New Jersey
$204M -$29.3M -149,851 -12%
National Pension Service
68
National Pension Service
South Korea
$204M +$2.41M +12,301 +1%
KBC Group
69
KBC Group
Belgium
$203M -$39.1M -200,048 -16%
AQR Capital Management
70
AQR Capital Management
Connecticut
$199M -$72.3M -369,380 -26%
Barclays
71
Barclays
United Kingdom
$198M +$39.6M +202,620 +24%
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$196M +$54.5M +278,594 +36%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$193M -$11.5M -58,914 -5%
Handelsbanken Fonder
74
Handelsbanken Fonder
Sweden
$186M -$8.78M -44,906 -4%
WRF
75
Waddell & Reed Financial
Kansas
$175M +$24.9M +127,287 +16%

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.