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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
FI
1976
FormulaFolio Investments
Michigan
-$3.62M -21,440 Closed
MSE
1977
MUFG Securities EMEA
United Kingdom
-$3.38M -20,000 Closed
AWM
1978
Avitas Wealth Management
California
-$3.22M -19,091 Closed
CIC
1979
Cornercap Investment Counsel
Georgia
-$2.21M -16,820 Closed
TI
1980
Trexquant Investment
Connecticut
-$2.81M -16,668 Closed
SM
1981
Sciencast Management
New Jersey
-$2.75M -16,634 Closed
SH
1982
Svenska Handelsbanken
Sweden
-$2.72M -16,100 Closed
CP
1983
Cumberland Partners
Ontario, Canada
-$1.27M -7,545 Closed
QC
1984
Quadrature Capital
United Kingdom
-$1.18M -6,963 Closed
OTPPB
1985
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$1.11M -6,572 Closed
3LCM
1986
3D/L Capital Management
Connecticut
-$991K -5,949 Closed
QSS
1987
Quantitative Systematic Strategies
Florida
-$852K -5,044 Closed
IP
1988
Intellectus Partners
California
-$820K -4,855 Closed
MIAS
1989
Mason Investment Advisory Services
Virginia
-$795K -4,710 Closed
AG
1990
AlphaSimPlex Group
Massachusetts
-$750K -4,442 Closed
BAM
1991
Berkshire Asset Management
Pennsylvania
-$621K -3,676 Closed
OPCM
1992
Osborne Partners Capital Management
California
-$608K -3,600 Closed
PFA
1993
Pinnacle Family Advisors
Missouri
-$523K -3,097 Closed
OFS
1994
OneAscent Financial Services
Alabama
-$511K -3,025 Closed
NG
1995
NatWest Group
United Kingdom
-$508K -3,003 Closed
BAS
1996
Brown Advisory Securities
Maryland
-$469K -2,775 Closed
XS
1997
XR Securities
Illinois
-$521K -2,664 Closed
JWM
1998
JFG Wealth Management
Colorado
-$447K -2,653 Closed
BWM
1999
Buckley Wealth Management
Nevada
-$443K -2,624 Closed
BHBT
2000
Burke & Herbert Bank & Trust
Virginia
-$420K -2,490 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.