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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
RCA
1901
Ranch Capital Advisors
Florida
$26K
FCM
1902
Firestone Capital Management
Florida
$24K
IFA
1903
Interactive Financial Advisors
Illinois
$24K
TFA
1904
Toth Financial Advisory
Virginia
$24K
RA
1905
Resolute Advisors
California
$24K +$25K +128 New
JAM
1906
JCIC Asset Management
Ontario, Canada
$21K +$22.5K +115 New
WLPWM
1907
Walled Lake Planning & Wealth Management
Illinois
$20K
PC
1908
Permanens Capital
New York
$19K
SC
1909
Steph & Co
Wisconsin
$19K
EW
1910
Emerson Wealth
Michigan
$19K +$19.6K +100 New
BFG
1911
Baron Financial Group
New Jersey
$18.7K
RWML
1912
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$17.2K +$3.13K +16 +21%
RWM
1913
RBA Wealth Management
California
$16.8K +$17.6K +90 New
GSAM
1914
Grant Street Asset Management
Pennsylvania
$16K
M1FG
1915
Mach-1 Financial Group
Arkansas
$16K +$17.6K +90 New
BAMG
1916
Brand Asset Management Group
Missouri
$15K
CPFP
1917
Clear Perspectives Financial Planning
Ohio
$15K
FBT
1918
First Bank & Trust
South Dakota
$15K
WAS
1919
Winch Advisory Services
Wisconsin
$15K
MFM
1920
MD Financial Management
Ontario, Canada
$13K
TFS
1921
TrustCore Financial Services
Tennessee
$13K
WWMSC
1922
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$13.5K +69 New
ACA
1923
Atlas Capital Advisors
Wyoming
$12.1K +$12.7K +65 New
LB
1924
Legacy Bridge
Iowa
$12K
POIA
1925
Pin Oak Investment Advisors
Texas
$12K

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.