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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
BB
1626
Bell Bank
North Dakota
$273K
NFGCM
1627
Norman Fields Gottscho Capital Management
New York
$273K
CC
1628
Courier Capital
New York
$273K +$286K +1,462 New
FNBOH
1629
First National Bank of Hutchinson
Kansas
$272K -$63.6K -325 -18%
TF
1630
Trek Financial
Arizona
$272K +$284K +1,454 New
Members Trust
1631
Members Trust
Florida
$269K +$282K +1,442 New
LIM
1632
Lathrop Investment Management
Arkansas
$268K -$3.91K -20 -1%
CWM
1633
Circle Wealth Management
New Jersey
$268K +$281K +1,434 New
AWA
1634
Arete Wealth Advisors
Illinois
$267K -$978 -5 -0.3%
BFG
1635
Berger Financial Group
Minnesota
$266K +$12.1K +62 +5%
NCM
1636
Noesis Capital Mangement
Florida
$265K -$8.22K -42 -3%
MA
1637
MONECO Advisors
Connecticut
$264K +$35.2K +180 +15%
LFA
1638
Legacy Financial Advisors
Kentucky
$263K -$5.48K -28 -2%
WA1
1639
Wimmer Associates 1
California
$263K +$10.8K +55 +4%
Financial Engines Advisors
1640
Financial Engines Advisors
California
$263K +$16K +82 +6%
PP
1641
Professional Planning
California
$262K -$49.3K -252 -15%
DJSG
1642
D.J. St. Germain
Massachusetts
$262K -$2.35K -12 -0.8%
ED
1643
Exane Derivatives
France
$261K -$519K -2,653 -66%
WCFA
1644
Walkner Condon Financial Advisors
Wisconsin
$261K -$19.2K -98 -7%
FRA
1645
Front Row Advisors
California
$261K -$391 -2 -0.1%
NERM
1646
New England Research & Management
Illinois
$260K -$836K -4,275 -75%
CCM
1647
Copeland Capital Management
Pennsylvania
$258K
GGI
1648
Godsey & Gibb Inc
Virginia
$257K -$49.1K -251 -15%
PMFA
1649
Plante Moran Financial Advisors
Michigan
$255K -$122K -626 -31%
AF
1650
Allworth Financial
California
$255K -$27.2K -139 -9%

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.