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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
SI
201
Sofinnova Investments
California
$33.7M +$28.1M +143,592 +389%
CTB
202
Country Trust Bank
Illinois
$33.6M -$582K -2,976 -2%
CS
203
Candriam SCA
Luxembourg
$32.6M
SDIC
204
South Dakota Investment Council
South Dakota
$32.5M +$3.74M +19,126 +12%
Osaic Holdings
205
Osaic Holdings
Arizona
$32.2M -$463K -2,367 -1%
GIBU
206
Gulf International Bank (UK)
United Kingdom
$32M -$4.58M -23,404 -12%
Comerica Bank
207
Comerica Bank
Texas
$31.9M -$3.7M -18,934 -10%
RPAM
208
Rhenman & Partners Asset Management
Sweden
$31.8M -$1.96M -10,000 -6%
FAF
209
Första AP-fonden
Sweden
$31.7M +$763K +3,900 +2%
SF
210
Synovus Financial
Georgia
$31M +$106K +544 +0.3%
MSL
211
Mackay Shields LLC
New York
$30.5M -$5.34M -27,320 -14%
URS
212
Utah Retirement Systems
Utah
$30.2M -$1.39M -7,100 -4%
SGAM
213
Smith Group Asset Management
Texas
$30M -$14.7M -75,200 -32%
Alyeska Investment Group
214
Alyeska Investment Group
Illinois
$29.5M -$14.9M -75,983 -32%
Public Sector Pension Investment Board (PSP Investments)
215
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$29.3M +$18.5M +94,370 +151%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$28.8M -$189K -964 -0.6%
PP
217
Palladium Partners
Virginia
$28.7M -$118K -602 -0.4%
Federated Hermes
218
Federated Hermes
Pennsylvania
$28.6M -$6.29M -32,142 -17%
UIM
219
USS Investment Management
United Kingdom
$28.5M
Natixis Advisors
220
Natixis Advisors
Massachusetts
$28.4M +$4.12M +21,044 +16%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$28.1M -$24.6K -126 -0.1%
Millennium Management
222
Millennium Management
New York
$28M -$205M -1,048,442 -87%
X
223
Xponance
Pennsylvania
$27.9M -$89K -455 -0.3%
ASC
224
Atalanta Sosnoff Capital
New York
$27.8M -$46.7M -238,584 -62%
BC
225
Blackhill Capital
New Jersey
$27.7M

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.