We are live on ! Find out more
LLY icon

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
AS
1876
Altshuler Shaham
Israel
$42K +$6.16M +31,498 New
AIC
1877
Archer Investment Corporation
Indiana
$41.2K
AWM
1878
Accel Wealth Management
Iowa
$41K
Bank Julius Baer & Co
1879
Bank Julius Baer & Co
Switzerland
$37K -$183K -937 -82%
RIA
1880
RPG Investment Advisory
California
$37K -$2.35K -12 -6%
CFFP
1881
Center for Financial Planning
Michigan
$37K
DWMG
1882
DB Wealth Management Group
California
$37K
HWM
1883
Holloway Wealth Management
Florida
$37K
PVH
1884
Psagot Value Holdings
Israel
$35K -$12M -61,363 -100%
PA
1885
Perennial Advisors
New York
$35K
CWM
1886
Cranbrook Wealth Management
Michigan
$34K +$21.9K +112 +162%
EC
1887
Estate Counselors
Wisconsin
$33K -$1.16M -5,935 -97%
SFPG
1888
Stonebridge Financial Planning Group
Florida
$31K
SWM
1889
Selective Wealth Management
Virginia
$31K +$9.78K +50 +43%
Loomis, Sayles & Company
1890
Loomis, Sayles & Company
Massachusetts
$30K -$1.75M -8,962 -98%
ME
1891
McIlrath & Eck
Washington
$30K
WCM
1892
Wealthcare Capital Management
Virginia
$30K +$31.5K +161 New
CQS
1893
Credential Qtrade Securities
$29.1K
DCM
1894
Disciplina Capital Management
Tennessee
$29.1K +$10.8K +55 +54%
NFSG
1895
Newbridge Financial Services Group
Florida
$29K -$4.11K -21 -12%
APWM
1896
Atlas Private Wealth Management
New York
$29K
GAM
1897
Grandview Asset Management
Pennsylvania
$29K +$30.1K +154 New
LTI
1898
Laffer Tengler Investments
Tennessee
$28K
OAJ
1899
Ogorek Anthony Joseph
New York
$28K
SSWG
1900
Seven Springs Wealth Group
Tennessee
$28K

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.