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Eli Lilly
LLY

1,887 hedge funds and large institutions have $134B invested in Eli Lilly in 2020 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 661 increasing their positions, 677 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 104

23% more capital invested

Capital invested by funds: $109B → $134B (+$25.2B)

6% more funds holding

Funds holding: 1,774 → 1,887 (+113)

5.4% more ownership

Funds ownership: 76.93% → 82.33% (+5.4%)

8% more call options, than puts

Call options by funds: $870M | Put options by funds: $807M

2% less repeat investments, than reductions

Existing positions increased: 661 | Existing positions reduced: 677

2% less funds holding in top 10

Funds holding in top 10: 49 → 48 (-1)

Holders
1,887
Holders Change
+113
Holders Change %
+6.37%
% of All Funds
33.39%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.85%
New
243
Increased
661
Reduced
677
Closed
104
Calls
$870M
Puts
$807M
Net Calls
+$63.1M
Net Calls Change
+$322M

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$7.46B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$610M
4
JP Morgan Chase
JP Morgan Chase
New York
+$399M
5
Invesco
Invesco
Georgia
+$285M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$712M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$631M
3
Jennison Associates
Jennison Associates
New York
-$403M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$283M
5
BlackRock
BlackRock
New York
-$248M
Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
826
Texas Yale Capital Corp
Florida
$1.49M +$149 +1 +0%
PTC
827
Private Trust Company
Ohio
$1.48M +$234K +1,564 +22%
IA
828
IAM Advisory
Pennsylvania
$1.48M +$1.12M +7,530 New
FWIA
829
Fort Washington Investment Advisors
Ohio
$1.48M – – –
AC
830
Abbrea Capital
California
$1.48M +$3.43K +23 +0.3%
VAS
831
Vestmark Advisory Solutions
Massachusetts
$1.48M +$73K +489 +6%
CFGS
832
Concourse Financial Group Securities
Alabama
$1.48M +$182K +1,222 +16%
VCA
833
Verdence Capital Advisors
Maryland
$1.48M -$447K -2,996 -26%
TI
834
Truehand Inc
New Hampshire
$1.47M – – –
BS
835
Boenning & Scattergood
Pennsylvania
$1.47M +$1.04K +7 +0.1%
BFA
836
Beaumont Financial Advisors
Massachusetts
$1.46M +$52.4K +351 +4%
FFWA
837
FRG Family Wealth Advisors
Washington
$1.46M – – –
EF
838
Empirical Finance
Pennsylvania
$1.45M +$201K +1,346 +19%
TU
839
TDAM USA
Ontario, Canada
$1.45M -$62.6K -419 -5%
BOH
840
Bank of Hawaii
Hawaii
$1.45M -$51.4K -344 -4%
HI
841
Human Investing
Oregon
$1.44M -$20.3K -136 -2%
SAM
842
Strategy Asset Managers
California
$1.44M -$129K -861 -9%
TCOV
843
Trust Company of Vermont
Vermont
$1.44M – – –
AJ
844
Ashburton (Jersey)
Jersey
$1.44M +$255K +1,708 +25%
LA
845
Lynch & Associates
Indiana
$1.43M +$149K +1,000 +13%
ST
846
Smithfield Trust
Pennsylvania
$1.43M -$128K -857 -9%
LPT
847
Legacy Private Trust
Wisconsin
$1.42M -$29.1K -195 -2%
FFBTD
848
First Financial Bank - Trust Division
Ohio
$1.42M -$44.8K -300 -3%
GGS
849
Galvin Gaustad & Stein
Arizona
$1.41M +$1.24M +8,330 New
SP
850
Symmetry Partners
Connecticut
$1.4M -$470K -3,146 -27%
32 33
34
35 36

LLY Hedge Fund Activity: Q4 2020 in Review

1,887 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2020, worth a combined $134B — up 23% from $109B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new LLY positions and 104 closed out — a net gain of 139 holders — while 661 added to existing stakes and 677 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.46B. The largest seller was Capital International Investors, cutting an estimated $712M.

  • 1,887 institutional investors held Eli Lilly (LLY) as of Q4 2020, up from 1,774 in Q3 2020.
  • Funds reported $134B of Eli Lilly stock for Q4 2020, up 23% quarter-over-quarter.
  • 243 funds opened new Eli Lilly positions in Q4 2020 and 104 closed out, a net change of +139 holders.
  • The largest Eli Lilly buyer in Q4 2020 was PNC Financial Services Group, an estimated $7.46B added.
  • The largest Eli Lilly seller in Q4 2020 was Capital International Investors, an estimated $712M sold.

Based on aggregated 13F filings for Q4 2020.