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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
BCP
1651
Blue Chip Partners
Michigan
$255K +$782 +4 +0.3%
WPP
1652
Whalerock Point Partners
Rhode Island
$255K
BCB
1653
Brian C. Broderick
$253K -$88K -450 -25%
CB
1654
Cadence Bank
Mississippi
$253K -$782 -4 -0.3%
GCM
1655
Gables Capital Management
Florida
$253K
RWB
1656
RMR Wealth Builders
New Jersey
$253K +$265K +1,353 New
RA
1657
Riverstone Advisors
Texas
$252K
FUBT
1658
First United Bank & Trust
Maryland
$251K +$11K +56 +4%
SWM
1659
Stockman Wealth Management
Montana
$249K -$61.6K -315 -19%
PGA
1660
Portland Global Advisors
Maine
$249K +$261K +1,332 New
CCA
1661
Clearwater Capital Advisors
Illinois
$248K
CCM
1662
Canal Capital Management
Virginia
$248K +$587 +3 +0.2%
CPIA
1663
Cornell Pochily Investment Advisors
New York
$248K +$260K +1,328 New
MVA
1664
Mount Vernon Associates
Maryland
$247K
RMAM
1665
Raab & Moskowitz Asset Management
New Jersey
$247K
SPP
1666
Single Point Partners
Massachusetts
$247K +$261K +1,332 New
KFGK
1667
Keystone Financial Group (Kentucky)
Kentucky
$246K -$26.6K -136 -9%
JCM
1668
Jag Capital Management
Missouri
$246K +$257K +1,315 New
PA
1669
PFG Advisors
Arizona
$246K +$258K +1,319 New
GC
1670
Garde Capital
Washington
$245K -$303K -1,550 -54%
BWM
1671
Birchcreek Wealth Management
Ohio
$245K
NAM
1672
North American Management
Massachusetts
$245K
CFAM
1673
Center For Asset Management
Florida
$244K -$111K -566 -30%
FMW
1674
Farr Miller & Washington
District of Columbia
$244K +$255K +1,305 New
WWM
1675
WT Wealth Management
Arizona
$243K

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.