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Eli Lilly
LLY

Overview Fund Activity

2,011 hedge funds and large institutions have $182B invested in Eli Lilly in 2021 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 710 increasing their positions, 751 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,011
Holders Change
+72
Holders Change %
+3.71%
% of All Funds
35.11%
Holding in Top 10
61
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+32.61%
% of All Funds
1.06%
New
191
Increased
710
Reduced
751
Closed
96
Calls
$1.41B
Puts
$1.72B
Net Calls
-$309M
Net Calls Change
-$166M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$797M
2
BlackRock
BlackRock
New York
+$426M
3
DZ Bank
DZ Bank
Germany
+$360M
4
ATN
AMF Tjänstepension
Sweden
+$241M
5
Macquarie Group
Macquarie Group
Australia
+$186M

Top Sellers

1
Primecap Management
Primecap Management
California
-$326M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$289M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$212M
4
Lilly Endowment
Lilly Endowment
Indiana
-$207M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1101
Equitable Holdings
New York
$983K +$112K +489 +13%
SWA
1102
Stratos Wealth Advisors
Ohio
$983K +$445K +1,938 +83%
CI
1103
CX Institutional
Indiana
$982K -$2.25M -9,808 -70%
HP
1104
HT Partners
Connecticut
$981K – – –
MW
1105
Marcum Wealth
Ohio
$981K +$42.9K +187 +5%
SFG
1106
StrategIQ Financial Group
Indiana
$980K – – –
CWAG
1107
Compton Wealth Advisory Group
Virginia
$974K +$74.8K +326 +8%
CCG
1108
Chatham Capital Group
Georgia
$973K – – –
ACM
1109
Advisors Capital Management
New Jersey
$973K +$31.9K +139 +3%
BU
1110
BBVA USA
Alabama
$973K +$973K +4,240 New
BIC
1111
Beach Investment Counsel
Pennsylvania
$972K – – –
DLA
1112
Douglas Lane & Associates
New York
$972K +$1.84K +8 +0.2%
BFS
1113
Bard Financial Services
Connecticut
$967K – – –
ESBC
1114
E.S. Barr & Co
Kentucky
$967K +$459K +2,000 +90%
MWA
1115
Meridian Wealth Advisors
Texas
$966K +$106K +463 +12%
NRA
1116
NSI Retail Advisors
Pennsylvania
$966K +$966K +4,207 New
KMWM
1117
Keudell/Morrison Wealth Management
Oregon
$962K – – –
RIM
1118
Regent Investment Management
Kentucky
$960K +$41.6K +181 +5%
KA
1119
Kovack Advisors
Florida
$960K +$43.4K +189 +5%
CGH
1120
CMG Global Holdings
Texas
$959K -$2.29K -10 -0.2%
FMTC
1121
Farmers & Merchants Trust Company
California
$958K -$13.8K -60 -1%
OSNBOA
1122
Old Second National Bank of Aurora
Illinois
$951K -$237K -1,032 -20%
RIA
1123
Realta Investment Advisors
Delaware
$947K -$3.22K -14 -0.3%
MSAM
1124
Moloney Securities Asset Management
Missouri
$944K -$28.5K -124 -3%
OC
1125
Oakworth Capital
Alabama
$940K +$57.8K +252 +7%
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