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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
GWM
2026
Greenhouse Wealth Management
Connecticut
-$144K -852 Closed
NWA
2027
Navis Wealth Advisors
New York
-$124K -735 Closed
FWM
2028
FSA Wealth Management
Massachusetts
-$119K -705 Closed
D
2029
Diversified
Delaware
-$99K -666 Closed
FPCG
2030
Fort Pitt Capital Group
Pennsylvania
-$106K -629 Closed
CDIA
2031
Capital Directions Investment Advisors
Georgia
-$79K -470 Closed
VCG
2032
Vantage Consulting Group
Virginia
-$77K -458 Closed
TIAM2
2033
Tru Independence Asset Management 2
Oregon
-$69K -409 Closed
HH
2034
HWG Holdings
Texas
-$66K -389 Closed
BSSFA
2035
Baron Silver Stevens Financial Advisors
Florida
-$62K -367 Closed
AIC
2036
Ayalon Insurance Company
Israel
-$57K -338 Closed
AFM
2037
Abbot Financial Management
Massachusetts
-$55K -328 Closed
NR
2038
Newfound Research
Massachusetts
-$46K -271 Closed
CWM
2039
Curi Wealth Management
North Carolina
-$44K -264 Closed
AWG
2040
Altus Wealth Group
Colorado
-$44K -261 Closed
SIAG
2041
Safeguard Investment Advisory Group
California
-$42K -252 Closed
KC
2042
Kinloch Capital
Virginia
-$38K -228 Closed
LGA
2043
Lebenthal Global Advisors
New York
-$33K -200 Closed
RG
2044
Retirement Group
California
-$33K -200 Closed
MIFH
2045
Migdal Insurance & Financial Holdings
Israel
-$26K -153 Closed
LD
2046
Lipe & Dalton
New York
-$17K -100 Closed
OIM
2047
Oder Investment Management
California
-$15K -87 Closed
FWM
2048
Filbrandt Wealth Management
Wisconsin
-$13K -75 Closed
BHWM
2049
Bay Harbor Wealth Management
Maryland
-$4K -22 Closed
PG
2050
Proffitt & Goodson
Tennessee
-$3K -20 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.