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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
VBCG
1601
Valley Brook Capital Group
Pennsylvania
$285K +$4.89K +25 +2%
OAM
1602
Occidental Asset Management
California
$285K +$15.6K +80 +6%
FCFC
1603
First Commonwealth Financial Corp
Pennsylvania
$284K +$2.35K +12 +0.8%
CWS
1604
Cypress Wealth Services
California
$283K -$107K -549 -27%
SCA
1605
Stonebridge Capital Advisors
Minnesota
$283K -$39.1K -200 -12%
ISB
1606
Iowa State Bank
Iowa
$283K -$7.04K -36 -2%
CPA
1607
Court Place Advisors
Maryland
$283K
ATWA
1608
Arbor Trust Wealth Advisors
Michigan
$282K
PWA
1609
Phoenix Wealth Advisors
North Carolina
$282K +$7.43K +38 +3%
SS
1610
Sunbelt Securities
Texas
$282K +$9K +46 +3%
RCM
1611
Regency Capital Management
Hawaii
$282K +$295K +1,510 New
REMPR
1612
Roof Eidam Maycock Peralta (REMP)
California
$280K
BOTW
1613
Bank of the West
California
$280K +$5.87K +30 +2%
KP
1614
Keel Point
Alabama
$280K +$45.6K +233 +18%
CWM
1615
Cahaba Wealth Management
Georgia
$279K +$15.5K +79 +6%
AAMA
1616
Advanced Asset Management Advisors
Ohio
$278K -$14.7K -75 -5%
UF
1617
Univest Financial
Pennsylvania
$278K
HPWM
1618
Highland Private Wealth Management
Washington
$278K +$9.39K +48 +3%
WBC
1619
West Branch Capital
Massachusetts
$278K +$291K +1,490 New
MPAM
1620
Murphy Pohlad Asset Management
Minnesota
$277K
RIM
1621
Reliant Investment Management
Tennessee
$277K
NFG
1622
Nations Financial Group
Iowa
$276K +$289K +1,476 New
SFG
1623
SageGuard Financial Group
Tennessee
$274K -$6.26K -32 -2%
TWM
1624
Titus Wealth Management
California
$274K
OFS
1625
Orrstown Financial Services
Pennsylvania
$273K -$88K -450 -23%

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.