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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
GC
1101
Gilbert & Cook
Iowa
$824K +$64.9K +332 +8%
CPA
1102
Clear Perspective Advisors
Illinois
$816K +$23.3K +119 +3%
EHWM
1103
Eads & Heald Wealth Management
Georgia
$810K -$84.1K -430 -9%
CFS
1104
CRA Financial Services
New Jersey
$808K +$2.15K +11 +0.3%
BTW
1105
Boston Trust Walden
Massachusetts
$807K -$19.6K -100 -2%
JWCA
1106
J.W. Cole Advisors
Florida
$807K +$205K +1,046 +32%
FNB
1107
Farmers National Bank
Kentucky
$806K -$46.4K -237 -5%
FDS
1108
First Dallas Securities
Texas
$803K +$841K +4,298 New
GC
1109
Gratus Capital
Georgia
$802K -$44.2K -226 -5%
SCM
1110
Salem Capital Management
Massachusetts
$802K -$9.78K -50 -1%
HCM
1111
Howland Capital Management
Massachusetts
$802K +$45K +230 +6%
SS
1112
Simplicity Solutions
Minnesota
$801K -$130K -663 -13%
TNBTD
1113
Trustmark National Bank Trust Department
Mississippi
$800K +$110K +564 +15%
PPWP
1114
Proquility Private Wealth Partners
Nevada
$799K -$470K -2,402 -36%
BCA
1115
Bay Colony Advisors
Massachusetts
$799K +$25.2K +129 +3%
HP
1116
HT Partners
Connecticut
$798K -$30.5K -156 -4%
SFG
1117
StrategIQ Financial Group
Indiana
$798K -$19.6K -100 -2%
BBA
1118
BLB&B Advisors
Pennsylvania
$794K -$1.42M -7,257 -63%
CCG
1119
Chatham Capital Group
Georgia
$792K -$39.1K -200 -5%
BIC
1120
Beach Investment Counsel
Pennsylvania
$791K -$4.89K -25 -0.6%
FMTC
1121
Farmers & Merchants Trust Company
California
$791K
CS
1122
Capital Square
Tennessee
$791K +$5.28K +27 +0.6%
MSAM
1123
Moloney Securities Asset Management
Missouri
$791K +$18.8K +96 +2%
LNB
1124
Ledyard National Bank
$791K +$22.1K +113 +3%
DLA
1125
Douglas Lane & Associates
New York
$790K -$87.6K -448 -10%

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.