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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
CA
1726
Commerzbank Aktiengesellschaft
Germany
$210K +$220K +1,125 New
SAM
1727
Summit Asset Management
Tennessee
$210K +$220K +1,126 New
RVPG
1728
Relative Value Partners Group
$209K -$254K -1,300 -54%
ATIA
1729
American Trust Investment Advisors
New Hampshire
$209K +$219K +1,120 New
FAG
1730
Financial Advisory Group
Texas
$208K -$53.2K -272 -20%
DWM
1731
Destination Wealth Management
California
$208K +$218K +1,115 New
TFCP
1732
Twin Focus Capital Partners
Massachusetts
$207K -$15.6K -80 -7%
SIG
1733
Sky Investment Group
Connecticut
$206K -$22.5K -115 -9%
NF
1734
Nikulski Financial
Iowa
$206K +$215K +1,100 New
RWP
1735
RWA Wealth Partners
Massachusetts
$206K +$215K +1,101 New
SCM
1736
Southport Capital Management
Tennessee
$206K +$216K +1,104 New
MAM
1737
McLean Asset Management
Virginia
$206K +$221K +1,130 New
AO
1738
Advisor OS
Illinois
$205K +$215K +1,097 New
CA
1739
Crumly & Associates
Illinois
$204K +$782 +4 +0.4%
CBT
1740
CoreFirst Bank & Trust
Kansas
$204K +$17.6K +90 +9%
SMA
1741
Sage Mountain Advisors
Georgia
$204K +$214K +1,093 New
TW
1742
TrinityPoint Wealth
Connecticut
$203K +$3.33K +17 +2%
OA
1743
Oxbow Advisors
Texas
$203K +$212K +1,085 New
LSWM
1744
Lorne Steinberg Wealth Management
Canada
$203K +$213K +1,087 New
TA
1745
TrueWealth Advisors
Alabama
$202K +$208K +1,061 New
SFSIG
1746
San Francisco Sentry Investment Group
California
$200K
TPW
1747
TL Private Wealth
Texas
$200K
MS
1748
Maven Securities
Jersey
$198K +$207K +1,058 New
GWS
1749
Glassman Wealth Services
Virginia
$197K +$5.48K +28 +3%
PWM
1750
Prentice Wealth Management
New York
$194K +$203K +1,038 New

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.