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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
SAI
176
Systematic Alpha Investments
New Jersey
$44.2M +$7.92M +40,500 +21%
Renaissance Technologies
177
Renaissance Technologies
New York
$43.5M +$45.6M +232,947 New
NC
178
Nicholas Company
Wisconsin
$43.2M -$274K -1,400 -0.6%
HNB
179
Huntington National Bank
Ohio
$42.4M +$1.92M +9,817 +5%
RA
180
Rovida Advisors
Florida
$41M
RJFSA
181
Raymond James Financial Services Advisors
Florida
$38.9M +$1.76M +8,985 +5%
M&T Bank
182
M&T Bank
New York
$38.6M -$2.19M -11,217 -5%
BAMF
183
BI Asset Management Fondsmaeglerselskab
Denmark
$38M +$868K +4,437 +2%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$37.7M -$10.3M -52,716 -21%
CK
185
Cohen Klingenstein
New York
$37.7M
DnB Asset Management
186
DnB Asset Management
Norway
$37.6M -$9.12M -46,641 -19%
MA
187
MUFG Americas
New York
$37.6M +$970K +4,958 +3%
KCM
188
Kornitzer Capital Management
Kansas
$37.5M -$1.14M -5,842 -3%
RCMU
189
Rokos Capital Management (UK)
United Kingdom
$37.5M +$39.5M +202,164 New
SLAM
190
Swiss Life Asset Management
$37.5M -$52.2K -267 -0.1%
SOMRS
191
State of Michigan Retirement System
Michigan
$37.3M
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$37.1M
1832 Asset Management
193
1832 Asset Management
Ontario, Canada
$37M +$19.3M +98,520 +97%
OFG
194
Oxford Financial Group
Indiana
$35.6M -$6.34M -32,402 -15%
MNG
195
Manning & Napier Group
New York
$35.6M +$1.21M +6,208 +3%
ERSOT
196
Employees Retirement System of Texas
Texas
$35.4M -$587K -3,000 -2%
MIM
197
MetLife Investment Management
New Jersey
$35.4M -$636K -3,253 -2%
H
198
Hexavest
Quebec, Canada
$35.1M -$6.84M -34,989 -16%
SCM
199
Sirios Capital Management
Massachusetts
$34.1M -$11.6M -59,345 -25%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$34M -$12.6M -64,325 -26%

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.