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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
CCM
1751
Cribstone Capital Management
Maine
$190K
FCB
1752
First Command Bank
Texas
$187K -$21.1K -108 -10%
FCFS
1753
First Command Financial Services
Texas
$187K -$21.1K -108 -10%
CAM
1754
Cacti Asset Management
Georgia
$187K
MCA
1755
Mercer Capital Advisers
New Jersey
$187K
BWP
1756
Baldwin Wealth Partners
Massachusetts
$186K
GFPC
1757
Global Financial Private Client
Florida
$180K
RCG
1758
Rock Creek Group
District of Columbia
$178K -$147K -750 -44%
BDWM
1759
Brewin Dolphin Wealth Management
Ireland
$177K +$34K +174 +22%
MCM
1760
Manchester Capital Management
Vermont
$177K -$1.76K -9 -0.9%
SFP
1761
Sterling Financial Planning
New Jersey
$177K
LF
1762
Lee Financial
Texas
$175K
PCTC
1763
Perkins Coie Trust Company
Washington
$174K -$62.6K -320 -26%
MCM
1764
MV Capital Management
Maryland
$172K +$3.52K +18 +2%
CLOS
1765
Compagnie Lombard Odier SCmA
Switzerland
$169K -$166K -850 -48%
HCP
1766
Hexagon Capital Partners
Arkansas
$168K -$110K -560 -38%
SOW
1767
State of Wyoming
Wyoming
$167K +$174K +892 New
FMB
1768
Field & Main Bank
Kentucky
$164K
SMG
1769
Spectrum Management Group
Indiana
$164K +$9.59K +49 +6%
GEA
1770
Glen Eagle Advisors
New Jersey
$163K +$12.7K +65 +8%
APW
1771
Acima Private Wealth
Virginia
$162K -$87K -445 -34%
CA
1772
Centerpoint Advisors
Massachusetts
$162K
MAM
1773
McCarthy Asset Management
California
$147K
COCM
1774
Charter Oak Capital Management
New Hampshire
$144K +$196 +1 +0.1%
SBL
1775
Sargent Bickham Lagudis
Colorado
$143K +$16.6K +85 +13%

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.