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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
CF
1801
Centaurus Financial
California
$115K +$120K +616 New
GWMIA
1802
Global Wealth Management Investment Advisory
Florida
$112K -$6.65K -34 -5%
SA
1803
SRH Advisors
Kansas
$112K
CFG
1804
CKW Financial Group
Hawaii
$112K +$117K +600 New
FWM
1805
Focused Wealth Management
New York
$110K
EIP
1806
Ellis Investment Partners
Pennsylvania
$108K -$1.37K -7 -1%
CWC
1807
Carolinas Wealth Consulting
North Carolina
$107K -$55.6K -284 -33%
BEI
1808
Benjamin Edwards Inc
Missouri
$107K -$12.1K -62 -10%
TLFA
1809
True Link Financial Advisors
California
$107K
NIC
1810
Northwest Investment Counselors
Oregon
$107K +$112K +571 New
WR
1811
WD Rutherford
Oregon
$106K
MHR
1812
Matthew Hamilton Rosenberg
$103K +$9.59K +49 +10%
CAL
1813
Capital Advisors Ltd
Ohio
$101K
CA
1814
Crewe Advisors
Utah
$101K
JFA
1815
JNBA Financial Advisors
Minnesota
$101K +$5.87K +30 +6%
TC
1816
Truvestments Capital
Florida
$101K +$38.9K +199 +58%
SN
1817
Sittner & Nelson
Oregon
$98K -$3.72K -19 -3%
FFA
1818
Freedman Financial Associates
Massachusetts
$98K
TAIM
1819
TD Ameritrade Investment Management
Nebraska
$98K
HFA
1820
Hoover Financial Advisors
Pennsylvania
$96K +$1.96K +10 +2%
BAM
1821
Bellevue Asset Management
Washington
$94K
AIM
1822
Arcadia Investment Management
Michigan
$93K
CH
1823
Canton Hathaway
Rhode Island
$93K
MAWCM
1824
Mine & Arao Wealth Creation & Management
California
$93K
SLF
1825
Sun Life Financial
Ontario, Canada
$89K +$1.37K +7 +1%

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.