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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
SWM
1951
Sugarloaf Wealth Management
Georgia
$37
Winslow Capital Management
1952
Winslow Capital Management
Minnesota
-$328M -1,942,514 Closed
Point72 Asset Management
1953
Point72 Asset Management
Connecticut
-$141M -837,100 Closed
APM
1954
Avidity Partners Management
Texas
-$137M -810,500 Closed
BGIM
1955
Brandywine Global Investment Management
Pennsylvania
-$132M -783,726 Closed
D.E. Shaw & Co
1956
D.E. Shaw & Co
New York
-$101M -514,040 Closed
Balyasny Asset Management
1957
Balyasny Asset Management
Illinois
-$52.4M -310,461 Closed
Jacobs Levy Equity Management
1958
Jacobs Levy Equity Management
New Jersey
-$34.3M -203,078 Closed
MSA
1959
Mason Street Advisors
Wisconsin
-$18.5M -109,525 Closed
WorldQuant Millennium Advisors
1960
WorldQuant Millennium Advisors
New York
-$17.8M -105,343 Closed
SSA
1961
South Street Advisors
New York
-$16.7M -99,116 Closed
CCM
1962
Cinctive Capital Management
New York
-$12.3M -72,657 Closed
PCH
1963
Polar Capital Holdings
United Kingdom
-$11M -64,908 Closed
IHAM
1964
Integral Health Asset Management
New York
-$8.44M -50,000 Closed
Verition Fund Management
1965
Verition Fund Management
Connecticut
-$7.94M -47,001 Closed
Parallax Volatility Advisers
1966
Parallax Volatility Advisers
California
-$7.89M -46,741 Closed
JAM
1967
Jupiter Asset Management
United Kingdom
-$7.68M -45,548 Closed
Voloridge Investment Management
1968
Voloridge Investment Management
Florida
-$7.67M -45,460 Closed
SGH
1969
Sivik Global Healthcare
Connecticut
-$5.91M -35,000 Closed
HI
1970
HBK Investments
Texas
-$5.38M -31,888 Closed
E
1971
Ergoteles
New York
-$5.12M -30,346 Closed
KHLMVGHM
1972
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$4.87M -28,816 Closed
SSA
1973
Schonfeld Strategic Advisors
New York
-$4M -23,700 Closed
IIM
1974
Intact Investment Management
Quebec, Canada
-$3.78M -22,400 Closed
AL
1975
AJO LP
Pennsylvania
-$3.65M -21,635 Closed

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.