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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
Skandinaviska Enskilda Banken (SEB)
101
Skandinaviska Enskilda Banken (SEB)
Sweden
$103M +$2.51M +12,815 +2%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$102M +$7.15M +36,568 +7%
RPI
103
Railway Pension Investments
United Kingdom
$101M +$1.68M +8,602 +2%
GT
104
Glenmede Trust
Pennsylvania
$100M +$355K +1,817 +0.3%
PHS
105
PFM Health Sciences
California
$98.2M +$34.2M +174,810 +50%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$97.9M -$39.2M -200,234 -28%
Asset Management One
107
Asset Management One
Japan
$96.7M -$2.81M -14,356 -3%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$96.3M -$5.73M -29,290 -5%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$94.2M +$75.4M +385,362 +324%
DZ Bank
110
DZ Bank
Germany
$90.8M -$409M -2,092,957 -81%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$90.7M -$23.5M -120,086 -20%
MAM
112
Martingale Asset Management
Massachusetts
$87.5M -$10.9M -55,655 -11%
CBT
113
Capital Bank & Trust
California
$87.3M +$7.36M +37,610 +9%
CCM
114
Cullen Capital Management
New York
$86M +$63.6M +325,310 +241%
AIM
115
Alphinity Investment Management
Australia
$85.7M +$25.7M +131,359 +40%
MU
116
Mirova US
Massachusetts
$85M +$89M +454,879 New
A
117
AustralianSuper
Australia
$83.8M +$59M +301,700 +205%
Stifel Financial
118
Stifel Financial
Missouri
$81.5M +$6.15M +31,433 +8%
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$81M -$23.5M -120,204 -22%
SFM
120
Sphera Funds Management
Israel
$80.2M +$3.76M +19,200 +5%
Axa
121
Axa
France
$80.2M -$12.8M -65,593 -13%
Macquarie Group
122
Macquarie Group
Australia
$79.6M +$7.75M +39,629 +10%
SAM
123
Storebrand Asset Management
Norway
$78.9M +$5.91M +30,234 +8%
Arrowstreet Capital
124
Arrowstreet Capital
Massachusetts
$76.7M -$84.5M -431,735 -51%
Assenagon Asset Management
125
Assenagon Asset Management
Luxembourg
$75.5M +$3.78M +19,333 +5%

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.