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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
Calamos Advisors
126
Calamos Advisors
Illinois
$74.5M +$11M +56,221 +16%
HighTower Advisors
127
HighTower Advisors
Illinois
$72.1M +$7.83M +40,054 +12%
First Trust Advisors
128
First Trust Advisors
Illinois
$71.2M -$257M -1,313,161 -78%
RCAMU
129
Rothschild & Co Asset Management US
Connecticut
$70.6M +$1.95M +9,978 +3%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$70.1M -$64M -327,401 -47%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$69.3M +$556K +2,840 +0.8%
PCA
132
Private Capital Advisors
Connecticut
$69.3M
Creative Planning
133
Creative Planning
Kansas
$68.9M -$688K -3,519 -0.9%
EAM
134
Eagle Asset Management
Florida
$66.8M +$35.9M +183,627 +104%
WBC
135
Westpac Banking Corp
Australia
$65.7M +$26.7M +136,289 +63%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$65.4M +$44.7M +228,755 +189%
VRS
137
Virginia Retirement Systems
Virginia
$64.9M -$19.6K -100 -0%
Los Angeles Capital Management
138
Los Angeles Capital Management
California
$63.2M -$423K -2,162 -0.6%
Retirement Systems of Alabama
139
Retirement Systems of Alabama
Alabama
$62.3M -$6.72M -34,373 -9%
AssetMark Inc
140
AssetMark Inc
California
$61.8M -$70M -357,780 -52%
BFC
141
Bedel Financial Consulting
Indiana
$61.6M -$199K -1,017 -0.3%
SEI Investments
142
SEI Investments
Pennsylvania
$60.6M -$34.7M -177,488 -35%
JMPWA
143
JP Morgan Private Wealth Advisors
California
$58.3M -$2.76M -14,088 -4%
Mariner
144
Mariner
Kansas
$57.4M +$3.9M +19,921 +7%
PI
145
PGGM Investments
Netherlands
$56.8M -$29M -148,051 -33%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$56.5M +$3.77M +19,253 +7%
WAM
147
Weatherly Asset Management
California
$56.1M -$24.5K -125 -0%
Aviva
148
Aviva
United Kingdom
$55.6M +$2.86M +14,640 +5%
CIBC Asset Management
149
CIBC Asset Management
Ontario, Canada
$55.2M -$10M -51,199 -15%
ACI
150
AMP Capital Investors
Australia
$54.8M -$5.17M -26,436 -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.