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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
Lilly Endowment
1
Lilly Endowment
Indiana
$20.6B -$162M -830,243 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.9B +$122M +625,469 +0.9%
BlackRock
3
BlackRock
New York
$11B +$50.8M +259,494 +0.4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$9.75B -$24.4M -124,642 -0.2%
Primecap Management
5
Primecap Management
California
$6.61B -$270M -1,378,950 -4%
State Street
6
State Street
Massachusetts
$6.07B -$188M -962,779 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.94B -$266M -1,359,373 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$5.76B +$1.02B +5,221,104 +20%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$4.89B +$2.75B +14,060,388 +116%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$3.48B
JP Morgan Chase
11
JP Morgan Chase
New York
$3.24B -$818M -4,183,822 -19%
Capital World Investors
12
Capital World Investors
California
$2.73B +$2.3B +11,750,226 +412%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.5B +$43.2M +221,092 +2%
Bank of America
14
Bank of America
North Carolina
$1.94B -$105M -535,705 -5%
Northern Trust
15
Northern Trust
Illinois
$1.93B -$82.2M -420,134 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.83B +$98.9M +505,780 +5%
Capital International Investors
17
Capital International Investors
California
$1.66B -$484M -2,476,761 -22%
Norges Bank
18
Norges Bank
Norway
$1.64B +$23.5M +120,037 +1%
Ameriprise
19
Ameriprise
Minnesota
$1.56B +$178M +908,748 +12%
Invesco
20
Invesco
Georgia
$1.14B -$75.3M -384,766 -6%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.05B -$24.1M -123,203 -2%
Fisher Asset Management
22
Fisher Asset Management
Washington
$1.03B +$92M +470,518 +9%
Jennison Associates
23
Jennison Associates
New York
$1.02B +$697M +3,561,294 +190%
N
24
Nuveen
North Carolina
$997M -$234M -1,198,133 -18%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$936M -$218M -1,113,176 -18%

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.