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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
CAGAS
1126
Capital Advisory Group Advisory Services
Minnesota
$790K -$13.7K -70 -2%
SFO
1127
Stokes Family Office
Louisiana
$789K +$20.3K +104 +3%
BFS
1128
Bard Financial Services
Connecticut
$787K
SMM
1129
Stadion Money Management
Georgia
$786K
KMWM
1130
Keudell/Morrison Wealth Management
Oregon
$783K
CGH
1131
CMG Global Holdings
Texas
$783K +$820K +4,190 New
RFG
1132
Range Financial Group
Oregon
$783K +$820K +4,190 New
IBOK
1133
Independence Bank of Kentucky
Kentucky
$782K -$360K -1,838 -31%
WPA
1134
West Paces Advisors
Georgia
$779K +$28.8K +147 +4%
IDBONY
1135
Israel Discount Bank of New York
New York
$778K -$94.3K -482 -10%
CNBT
1136
Cornerstone National Bank & Trust
Illinois
$776K -$176K -901 -18%
JGUA
1137
John G. Ullman & Associates
New York
$776K
FAIM
1138
Financial Advocates Investment Management
Washington
$775K -$30.1K -154 -4%
SFO
1139
Standard Family Office
South Dakota
$773K -$128K -652 -14%
RIA
1140
Realta Investment Advisors
Delaware
$773K +$285K +1,458 +54%
PFO
1141
Pathstone Family Office
New Jersey
$772K +$219K +1,121 +37%
TC
1142
TAP Consulting
Missouri
$767K
ACM
1143
Advisors Capital Management
New Jersey
$766K +$152K +776 +23%
RIG
1144
Ramiah Investment Group
Wisconsin
$766K +$802K +4,100 New
EMG
1145
ETF Managers Group
New Jersey
$764K -$103K -529 -11%
WWM
1146
Western Wealth Management
Colorado
$763K +$41.3K +211 +5%
MW
1147
Marcum Wealth
Ohio
$763K +$157K +802 +24%
VWM
1148
Vigilare Wealth Management
Arizona
$763K +$799K +4,083 New
WDC
1149
Woodward Diversified Capital
California
$761K -$32.1K -164 -4%
BLAM
1150
Bourne Lent Asset Management
New York
$761K

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.