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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
WCM
2001
Weld Capital Management
New York
-$403K -2,385 Closed
ARG
2002
Advisory Resource Group
Oklahoma
-$398K -2,357 Closed
OWA
2003
One Wealth Advisors
California
-$390K -2,307 Closed
RIA
2004
Regal Investment Advisors
Michigan
-$333K -1,975 Closed
SL
2005
Stevard LLC
Illinois
-$326K -1,930 Closed
ICP
2006
Interchange Capital Partners
Pennsylvania
-$322K -1,912 Closed
SAM
2007
Shikiar Asset Management
New York
-$305K -1,804 Closed
4WM
2008
44 Wealth Management
Oregon
-$300K -1,778 Closed
CM
2009
Capula Management
Cayman Islands
-$300K -1,776 Closed
AG
2010
AIA Group
Hong Kong
-$339K -1,719 Closed
ER
2011
Enlightenment Research
Florida
-$287K -1,699 Closed
LOAMU
2012
Lombard Odier Asset Management (USA)
New York
-$274K -1,622 Closed
PWP
2013
Private Wealth Partners
California
-$265K -1,569 Closed
KFA
2014
Krane Funds Advisors
New York
-$264K -1,562 Closed
AA
2015
AQR Arbitrage
Connecticut
-$260K -1,557 Closed
ATFA
2016
All Terrain Financial Advisors
Minnesota
-$253K -1,500 Closed
WF
2017
WoodTrust Financial
Wisconsin
-$230K -1,365 Closed
BCM
2018
Bluefin Capital Management
New York
-$219K -1,300 Closed
AIM
2019
Alhambra Investment Management
Florida
-$218K -1,294 Closed
RWM
2020
RKL Wealth Management
Pennsylvania
-$213K -1,263 Closed
LF
2021
Lantz Financial
Illinois
-$211K -1,249 Closed
GCP
2022
GSA Capital Partners
United Kingdom
-$206K -1,221 Closed
AWM
2023
Aberdeen Wealth Management
Illinois
-$201K -1,193 Closed
CT
2024
Clearstead Trust
Maine
-$169K -1,000 Closed
FPGK
2025
Financial Partners Group (Kansas)
Kansas
-$202K -996 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.