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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 %
HWMA
1151
Heritage Wealth Management (Arizona)
Arizona
$882K +$45.5K +198 +5%
GC
1152
Grimes & Company
Massachusetts
$878K +$3.21K +14 +0.4%
Koshinski Asset Management
1153
Koshinski Asset Management
Illinois
$877K -$257K -1,118 -23%
MIP
1154
Marietta Investment Partners
Wisconsin
$874K – – –
WPA
1155
West Paces Advisors
Georgia
$869K -$87.9K -383 -9%
JGIA
1156
Jackson Grant Investment Advisers
Connecticut
$867K +$2.98K +13 +0.3%
RWM
1157
Ritholtz Wealth Management
New York
$866K +$178K +776 +26%
FHA
1158
Flagship Harbor Advisors
Massachusetts
$864K +$23.6K +103 +3%
CAC
1159
Certified Advisory Corp
Florida
$863K +$795K +3,466 +1,175%
MFA
1160
Mayflower Financial Advisors
Massachusetts
$861K -$29.9K -130 -3%
BP
1161
Ballentine Partners
Massachusetts
$855K -$9.18K -40 -1%
WP
1162
WMS Partners
Maryland
$852K -$16.1K -70 -2%
LWCFA
1163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$849K -$11.9K -52 -1%
TNBTD
1164
Trustmark National Bank Trust Department
Mississippi
$844K -$139K -604 -14%
DWM
1165
Doyle Wealth Management
Florida
$843K +$459 +2 +0.1%
RCAG
1166
Rehmann Capital Advisory Group
Michigan
$843K -$27.2K -118 -3%
BCA
1167
Berman Capital Advisors
Georgia
$840K +$114K +496 +16%
QVT
1168
Quantitative Value Technologies
Kansas
$839K +$393K +1,711 +88%
EWM
1169
Evermay Wealth Management
Virginia
$836K -$27.5K -120 -3%
IWA
1170
IVC Wealth Advisors
Pennsylvania
$836K -$1.15K -5 -0.1%
SPC
1171
Stewart & Patten Company
California
$835K – – –
KFP
1172
KMG Fiduciary Partners
Ohio
$835K +$6.66K +29 +0.8%
SSB
1173
Sandy Spring Bank
Maryland
$834K -$33.3K -145 -4%
BOM
1174
Bank of Marin
California
$834K – – –
BFEC
1175
Benjamin F. Edwards & Company
Missouri
$827K -$76.2K -332 -8%
45 46
47
48 49