We are live on ! Find out more
LLY icon

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
SC
76
Saturna Capital
Washington
$172M -$266K -1,360 -0.1%
Citigroup
77
Citigroup
New York
$165M +$41.5M +212,304 +32%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$165M -$13.4M -68,319 -7%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$164M +$94.4M +482,487 +121%
Royal London Asset Management
80
Royal London Asset Management
United Kingdom
$164M +$5.38M +27,483 +3%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$155M +$20.1M +102,826 +14%
Lazard Asset Management
82
Lazard Asset Management
New York
$153M +$16.7M +85,344 +12%
Canada Life
83
Canada Life
Manitoba, Canada
$146M -$5.41M -27,669 -3%
Lord, Abbett & Co
84
Lord, Abbett & Co
New Jersey
$145M +$45.3M +231,403 +42%
PAMU
85
Pictet Asset Management (UK)
United Kingdom
$142M -$196 -1 -0%
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$139M -$31.3M -160,099 -18%
Swedbank
87
Swedbank
Sweden
$137M -$2.37M -12,136 -2%
BNP Paribas Asset Management
88
BNP Paribas Asset Management
France
$129M +$3.67M +18,760 +3%
MPI
89
Mairs & Power Inc
Minnesota
$128M -$5.54M -28,342 -4%
RJA
90
Raymond James & Associates
Florida
$126M +$2.5M +12,770 +2%
ONB
91
Old National Bancorp
Indiana
$125M -$640K -3,270 -0.5%
SO
92
STRS Ohio
Ohio
$125M +$4.07M +20,794 +3%
DekaBank Deutsche Girozentrale
93
DekaBank Deutsche Girozentrale
Germany
$122M -$35.8M -182,770 -22%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$120M +$106M +541,706 +549%
Aberdeen Group
95
Aberdeen Group
United Kingdom
$118M +$2.09M +10,684 +2%
Victory Capital Management
96
Victory Capital Management
Texas
$113M -$29.9M -152,938 -20%
RFC
97
Regions Financial Corp
Alabama
$109M -$2.35M -12,001 -2%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$108M -$7.36M -37,623 -6%
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$107M -$59.2M -302,814 -35%
ClearBridge Investments
100
ClearBridge Investments
New York
$106M +$8.41M +43,014 +8%

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.