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Eli Lilly
LLY

Overview Fund Activity

1,939 hedge funds and large institutions have $148B invested in Eli Lilly in 2021 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 672 increasing their positions, 772 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+61
Holders Change %
+3.25%
% of All Funds
34.14%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.81%
New
179
Increased
672
Reduced
772
Closed
100
Calls
$919M
Puts
$1.06B
Net Calls
-$143M
Net Calls Change
-$206M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.63B
2
Capital World Investors
Capital World Investors
California
+$2.2B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$975M
4
Jennison Associates
Jennison Associates
New York
+$665M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$203M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$782M
2
Capital International Investors
Capital International Investors
California
-$463M
3
DZ Bank
DZ Bank
Germany
-$391M
4
Citadel Advisors
Citadel Advisors
Florida
-$376M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$328M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMI
1076
Clare Market Investments
Texas
$847K -$13.6K -73 -2%
NL
1077
NVWM LLC
Pennsylvania
$847K +$51.7K +277 +7%
AIA
1078
Avalon Investment & Advisory
Texas
$841K -$336K -1,800 -29%
BMC
1079
Beaton Management Company
Massachusetts
$839K – – –
MSWMA
1080
Market Street Wealth Management Advisors
Indiana
$838K – – –
DP
1081
Dearborn Partners
Illinois
$838K +$25.2K +135 +3%
ZCM
1082
Ziegler Capital Management
Illinois
$837K -$18.7K -100 -2%
CIAS
1083
Capital Investment Advisory Services
North Carolina
$835K -$16.6K -89 -2%
BRM
1084
Boston Research & Management
Massachusetts
$835K – – –
KPW
1085
Kore Private Wealth
New York
$834K -$24.3K -130 -3%
WMA
1086
Wealth Management Associates
New Jersey
$831K +$138K +739 +20%
AW
1087
Alaethes Wealth
Nevada
$831K +$831K +4,448 New
PWP
1088
Principle Wealth Partners
Connecticut
$830K – – –
BB
1089
Berkshire Bank
Massachusetts
$829K -$187K -999 -18%
VCM
1090
Vigilant Capital Management
Maine
$829K – – –
DAS
1091
Dynamic Advisor Solutions
Arizona
$825K -$238K -1,275 -22%
SAM
1092
Silvercrest Asset Management
New York
$825K -$55.1K -295 -6%
BTWM
1093
Baker Tilly Wealth Management
Wisconsin
$825K -$42.4K -227 -5%
LWAM
1094
Legacy Wealth Asset Management
Minnesota
$824K +$9.16K +49 +1%
GC
1095
Gilbert & Cook
Iowa
$824K +$62K +332 +8%
CPA
1096
Clear Perspective Advisors
Illinois
$816K +$22.2K +119 +3%
EHWM
1097
Eads & Heald Wealth Management
Georgia
$810K -$80.4K -430 -9%
CFS
1098
CRA Financial Services
New Jersey
$808K +$2.05K +11 +0.3%
BTW
1099
Boston Trust Walden
Massachusetts
$807K -$18.7K -100 -2%
JWCA
1100
J.W. Cole Advisors
Florida
$807K +$195K +1,046 +32%
42 43
44
45 46