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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
WA
1701
Wealth Architects
California
$221K +$231K +1,181 New
JSL
1702
JT Stratford LLC
Georgia
$221K +$232K +1,184 New
ACM
1703
AlphaStar Capital Management
North Carolina
$219K +$14.9K +76 +7%
AAM
1704
Autus Asset Management
Arizona
$218K +$228K +1,166 New
OQS
1705
Occudo Quantitative Strategies
Florida
$217K +$227K +1,160 New
RIG
1706
RiverFront Investment Group
Virginia
$216K -$57.1K -292 -20%
TFO
1707
Tarbox Family Office
California
$216K
SNB
1708
Security National Bank
Nebraska
$216K +$226K +1,156 New
CHJWM
1709
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K +$232K +1,185 New
SHA
1710
Seneca House Advisors
Virginia
$215K +$225K +1,149 New
BDF
1711
Black Diamond Financial
Maryland
$215K +$226K +1,153 New
FCIM
1712
Fairview Capital Investment Management
California
$215K +$226K +1,153 New
MWPCG
1713
Measured Wealth Private Client Group
New Hampshire
$214K -$78.2K -400 -26%
MCM
1714
Mainstay Capital Management
Michigan
$214K +$225K +1,149 New
TC
1715
Trust Company
Kansas
$213K
LWM
1716
Liberty Wealth Management
California
$212K
CFSG
1717
Clark Financial Services Group
Missouri
$212K +$222K +1,133 New
CAN
1718
Claraphi Advisory Network
United States
$212K +$222K +1,134 New
BAAM
1719
Baker Avenue Asset Management
California
$212K +$222K +1,135 New
PO
1720
Private Ocean
California
$211K
PFGIA
1721
Patriot Financial Group Insurance Agency
Massachusetts
$211K +$101K +514 +84%
PCAP
1722
Pratt Collard Advisory Partners
New York
$211K +$220K +1,127 New
EIA
1723
Edgemoor Investment Advisors
Maryland
$211K +$221K +1,128 New
LOPW
1724
Live Oak Private Wealth
North Carolina
$210K -$119K -608 -35%
HWA
1725
HCR Wealth Advisors
California
$210K -$53K -271 -19%

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.