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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
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$54.7M +$3.55M +18,148 +7%
TCM
152
Tekla Capital Management
Massachusetts
$54.6M +$10.7M +54,577 +23%
SOADOR
153
State of Alaska Department of Revenue
Alaska
$54.5M -$3.82M -19,519 -6%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$54.2M +$1.69M +8,627 +3%
Mitsubishi UFJ Asset Management
155
Mitsubishi UFJ Asset Management
Japan
$53.8M +$5.85M +29,917 +12%
William Blair & Company
156
William Blair & Company
Illinois
$53.1M -$3.66M -18,715 -6%
EIP
157
Epoch Investment Partners
New York
$53M +$25M +127,642 +82%
TAF
158
Tredje AP-fonden
Sweden
$51.1M +$16.6M +85,000 +45%
BG
159
Bollard Group
Massachusetts
$51.1M -$4.8M -24,560 -8%
GIA
160
Gateway Investment Advisers
Ohio
$50.7M -$2.78M -14,210 -5%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$50.6M -$1.01M -5,156 -2%
Man Group
162
Man Group
United Kingdom
$49.2M +$13.9M +71,313 +37%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$49.1M -$2.8M -14,322 -5%
Nomura Asset Management
164
Nomura Asset Management
Japan
$48.9M -$971K -4,964 -2%
FAF
165
Fjarde Ap-fonden
Sweden
$48.8M +$1.08M +5,500 +2%
Truist Financial
166
Truist Financial
North Carolina
$48.5M +$858K +4,384 +2%
Fidelity International
167
Fidelity International
Bermuda
$48.3M
NIPH
168
NN Investment Partners Holdings
Netherlands
$47.4M -$37.5M -191,763 -43%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$46.8M -$1.01M -5,187 -2%
Bank of Nova Scotia
170
Bank of Nova Scotia
Ontario, Canada
$46.1M -$5.55M -28,369 -10%
ASRS
171
Arizona State Retirement System
Arizona
$45.3M -$1.13M -5,753 -2%
LPL Financial
172
LPL Financial
California
$45.2M +$752K +3,845 +2%
CI
173
Conning Inc
Connecticut
$45.1M +$45M +229,895 +1,963%
Jane Street
174
Jane Street
New York
$44.8M +$18.5M +94,349 +65%
Connor, Clark & Lunn Investment Management (CC&L)
175
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$44.7M +$30.4M +155,211 +184%

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.