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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
AW
1776
Avion Wealth
Texas
$140K
CL
1777
COWA LLC
Oklahoma
$138K
MPWT
1778
MassMutual Private Wealth & Trust
Connecticut
$137K +$5.87K +30 +4%
APC
1779
Aspire Private Capital
North Carolina
$137K +$24.1K +123 +20%
FP
1780
Financial Perspectives
Minnesota
$137K +$4.98M +25,457 +18,582%
TFGT
1781
TS Financial Group (TSFG)
Illinois
$136K -$978 -5 -0.7%
DAM
1782
Delta Asset Management
Tennessee
$135K
NICM
1783
Neo Ivy Capital Management
New York
$133K +$139K +712 New
DOA
1784
D'Orazio & Associates
Virginia
$132K +$196 +1 +0.1%
DI
1785
Disciplined Investments
Oklahoma
$131K
HRC
1786
Hoertkorn Richard Charles
$131K
GAM
1787
Gemmer Asset Management
California
$128K +$17.6K +90 +15%
MWM
1788
Mascoma Wealth Management
New Hampshire
$127K +$133K +679 New
FMTCOCP
1789
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$126K
EWA
1790
Evolution Wealth Advisors
Florida
$126K +$47.5K +243 +57%
PWMG
1791
Prestige Wealth Management Group
New Jersey
$124K +$5.28K +27 +4%
KFS
1792
Kelly Financial Services
Massachusetts
$123K
HR
1793
Howe & Rusling
New York
$122K -$9.39K -48 -7%
PSB
1794
Piscataqua Savings Bank
New Hampshire
$122K +$128K +653 New
GWSG
1795
GPS Wealth Strategies Group
Colorado
$121K +$127K +648 New
TJHA
1796
Thomas J. Herzfeld Advisors
Florida
$120K
TCWM
1797
Total Clarity Wealth Management
Illinois
$120K +$125K +640 New
TWM
1798
Tradition Wealth Management
Minnesota
$119K +$29.1K +149 +31%
ACM
1799
AUA Capital Management
Pennsylvania
$118K
PGAM
1800
Princeton Global Asset Management
New Jersey
$117K +$16.2K +83 +15%

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.