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Eli Lilly
LLY

1,887 hedge funds and large institutions have $134B invested in Eli Lilly in 2020 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 661 increasing their positions, 677 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 104

23% more capital invested

Capital invested by funds: $109B → $134B (+$25.2B)

6% more funds holding

Funds holding: 1,774 → 1,887 (+113)

5.4% more ownership

Funds ownership: 76.93% → 82.33% (+5.4%)

8% more call options, than puts

Call options by funds: $870M | Put options by funds: $807M

2% less repeat investments, than reductions

Existing positions increased: 661 | Existing positions reduced: 677

2% less funds holding in top 10

Funds holding in top 10: 49 → 48 (-1)

Holders
1,887
Holders Change
+113
Holders Change %
+6.37%
% of All Funds
33.39%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.85%
New
243
Increased
661
Reduced
677
Closed
104
Calls
$870M
Puts
$807M
Net Calls
+$63.1M
Net Calls Change
+$322M

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$7.46B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$610M
4
JP Morgan Chase
JP Morgan Chase
New York
+$399M
5
Invesco
Invesco
Georgia
+$285M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$712M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$631M
3
Jennison Associates
Jennison Associates
New York
-$403M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$283M
5
BlackRock
BlackRock
New York
-$248M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1626
Copeland Capital Management
Pennsylvania
$233K – – –
HG
1627
Harbor Group
New Hampshire
$233K +$188K +1,258 New
SWA
1628
Stratos Wealth Advisors
Ohio
$232K +$205K +1,371 New
BWA
1629
Beam Wealth Advisors
Louisiana
$232K +$205K +1,372 New
BCP
1630
Blue Chip Partners
Michigan
$230K -$17.5K -117 -8%
OC
1631
Oarsman Capital
Wisconsin
$230K -$7.46K -50 -4%
CB
1632
Cadence Bank
Mississippi
$230K – – –
WPP
1633
Whalerock Point Partners
Rhode Island
$230K +$173K +1,162 +575%
BFG
1634
Berger Financial Group
Minnesota
$230K +$203K +1,362 New
RP
1635
Rice Partnership
Hawaii
$230K +$204K +1,363 New
WF
1636
WoodTrust Financial
Wisconsin
$230K +$204K +1,365 New
WA1
1637
Wimmer Associates 1
California
$229K – – –
MA
1638
MONECO Advisors
Connecticut
$229K +$184K +1,235 New
GSEP
1639
Golden State Equity Partners
California
$229K +$203K +1,358 New
IA
1640
IFG Advisory
Georgia
$229K +$203K +1,358 New
RA
1641
Riverstone Advisors
Texas
$228K -$11K -74 -5%
GCM
1642
Gables Capital Management
Florida
$228K – – –
TW
1643
TrinityPoint Wealth
Connecticut
$227K +$159K +1,067 New
Financial Engines Advisors
1644
Financial Engines Advisors
California
$224K -$38.1K -255 -16%
CA
1645
Crumly & Associates
Illinois
$224K +$163K +1,089 New
MVA
1646
Mount Vernon Associates
Maryland
$224K +$198K +1,324 New
CCA
1647
Clearwater Capital Advisors
Illinois
$224K +$198K +1,325 New
CCM
1648
Canal Capital Management
Virginia
$223K +$197K +1,322 New
RMAM
1649
Raab & Moskowitz Asset Management
New Jersey
$223K +$198K +1,323 New
APW
1650
Acima Private Wealth
Virginia
$222K – – –
64 65
66
67 68

LLY Hedge Fund Activity: Q4 2020 in Review

1,887 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2020, worth a combined $134B — up 23% from $109B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new LLY positions and 104 closed out — a net gain of 139 holders — while 661 added to existing stakes and 677 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.46B. The largest seller was Capital International Investors, cutting an estimated $712M.

  • 1,887 institutional investors held Eli Lilly (LLY) as of Q4 2020, up from 1,774 in Q3 2020.
  • Funds reported $134B of Eli Lilly stock for Q4 2020, up 23% quarter-over-quarter.
  • 243 funds opened new Eli Lilly positions in Q4 2020 and 104 closed out, a net change of +139 holders.
  • The largest Eli Lilly buyer in Q4 2020 was PNC Financial Services Group, an estimated $7.46B added.
  • The largest Eli Lilly seller in Q4 2020 was Capital International Investors, an estimated $712M sold.

Based on aggregated 13F filings for Q4 2020.