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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
FSA
1501
Fort Sheridan Advisors
Illinois
$346K +$29.3K +150 +9%
SF
1502
Symphony Financial
Texas
$346K +$370K +1,894 New
PWW
1503
Pettyjohn Wood & White
Virginia
$345K
WMP
1504
Wealth Management Partners
Arizona
$344K
GSEP
1505
Golden State Equity Partners
California
$344K +$95.1K +486 +36%
MRCM
1506
M&R Capital Management
New Jersey
$343K
CFO
1507
Collective Family Office
Pennsylvania
$343K +$24.1K +123 +7%
YIA
1508
YHB Investment Advisors
Connecticut
$341K
GWM
1509
Greenwich Wealth Management
Connecticut
$340K -$62.8K -321 -15%
TIA
1510
Tiemann Investment Advisors
California
$340K -$16.2K -83 -4%
CA
1511
CGN Advisors
Kansas
$340K +$12.1K +62 +4%
ABTD
1512
Arvest Bank Trust Division
Oklahoma
$339K -$557K -2,846 -61%
JWCA
1513
J.W. Coons Advisors
Ohio
$338K +$38.1K +195 +12%
BL
1514
Balentine LLC
Georgia
$337K +$38.7K +198 +12%
AF
1515
Affiance Financial
Minnesota
$336K
WB
1516
Webster Bank
Connecticut
$336K
FAM
1517
Flaharty Asset Management
Florida
$334K -$10.8K -55 -3%
FDCC
1518
Foster Dykema Cabot & Co
Massachusetts
$333K -$11.7K -60 -3%
CG
1519
Corundum Group
Colorado
$333K +$3.13K +16 +0.9%
BFA
1520
Bragg Financial Advisors
North Carolina
$332K +$4.5K +23 +1%
PWMAG
1521
Pinnacle Wealth Management Advisory Group
New Jersey
$331K
APG
1522
Abacus Planning Group
South Carolina
$331K +$38.1K +195 +12%
MFG
1523
Magnus Financial Group
New York
$330K -$398K -2,037 -54%
IRC
1524
Investors Research Corp
Georgia
$330K
XWM
1525
Xcel Wealth Management
Florida
$330K +$97.8K +500 +40%

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.