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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
EWM
1926
Edge Wealth Management
New York
$12K +$6.26K +32 +107%
MGIM
1927
M&G Investment Management
United Kingdom
$10.4K -$4.47M -22,827 -29%
KFP
1928
KB Financial Partners
New Jersey
$10K +$11K +56 New
LWA
1929
Lenox Wealth Advisors
New York
$10K +$11K +56 New
ST
1930
Sageworth Trust
Pennsylvania
$9K -$28.2K -144 -74%
NC
1931
NewSquare Capital
Pennsylvania
$9K -$2.93K -15 -24%
APWA
1932
Atlas Private Wealth Advisors
New Jersey
$8K +$8.41K +43 New
WAS
1933
Wealth Advisory Solutions
Indiana
$6K -$6.44M -32,899 -52%
SJIM
1934
St. Johns Investment Management
Florida
$6K
TF
1935
TimeScale Financial
Massachusetts
$6K
CIA
1936
CSat Investment Advisory
Michigan
$5K -$196 -1 -4%
LGWM
1937
Litman Gregory Wealth Management
California
$5K
HS
1938
Horan Securities
United States
$5K +$2.54K +13 +81%
CCMW
1939
Cypress Capital Management (Wyoming)
Wyoming
$5K +$4.89K +25 New
Walleye Capital
1940
Walleye Capital
New York
$4.98K +$1.48M +7,547 +40%
BBHC
1941
Brown Brothers Harriman & Co
New York
$3.4K -$56.9K -291 -2%
TFM
1942
TFC Financial Management
Massachusetts
$3K
TFA
1943
Transamerica Financial Advisors
Florida
$3K +$196 +1 +7%
PAI
1944
Pittenger & Anderson Inc
Nebraska
$3K +$2.74K +14 New
FGAM
1945
Financial Gravity Asset Management
Texas
$2.84K +$2.54K +13 +650%
MIH
1946
Meitav Investment House
Israel
$2.02K +$2.11M +10,797 New
ADIM
1947
Alpha DNA Investment Management
Maryland
$1K
BWL
1948
Bogart Wealth LLC
Virginia
$1K
MA
1949
MBA Advisors
Pennsylvania
$274 +$286K +1,464 New
WIM
1950
Westside Investment Management
California
$102 +$4.89K +25 +5%

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.