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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 %
SSB
1176
Sandy Spring Bank
Maryland
$705K -$16.4K -88 -2%
UBV
1177
United Bank (Virginia)
Virginia
$705K – – –
BP
1178
Ballentine Partners
Massachusetts
$704K +$9.35K +50 +1%
EWM
1179
Evermay Wealth Management
Virginia
$703K -$4.67K -25 -0.7%
JGIA
1180
Jackson Grant Investment Advisers
Connecticut
$703K +$2.05K +11 +0.3%
LWCFA
1181
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$701K +$15.3K +82 +2%
MWA
1182
Meridian Wealth Advisors
Texas
$700K -$25.6K -137 -4%
6F
1183
626 Financial
Michigan
$699K +$699K +2,442 New
LOAMS
1184
Lombard Odier Asset Management (Switzerland)
Switzerland
$697K +$697K +3,733 New
WG
1185
Winton Group
United Kingdom
$696K +$696K +3,723 New
PPW
1186
Parcion Private Wealth
Washington
$690K +$28K +150 +4%
DWM
1187
Doyle Wealth Management
Florida
$686K -$2.24K -12 -0.3%
FHA
1188
Flagship Harbor Advisors
Massachusetts
$684K +$77.7K +416 +13%
EP
1189
Eudaimonia Partners
Tennessee
$683K +$1.31K +7 +0.2%
IWA
1190
IVC Wealth Advisors
Pennsylvania
$682K +$18.7K +100 +3%
HWMA
1191
Heritage Wealth Management (Arizona)
Arizona
$681K +$681K +3,643 New
SPC
1192
Stewart & Patten Company
California
$680K -$34.6K -185 -5%
BOM
1193
Bank of Marin
California
$679K – – –
TNA
1194
True North Advisors
Texas
$679K +$34K +182 +5%
AW
1195
ACG Wealth
Georgia
$678K -$290K -1,550 -30%
JWS
1196
Juncture Wealth Strategies
Arizona
$675K +$92.8K +500 +16%
CFD
1197
Creative Financial Designs
Indiana
$674K -$41.1K -220 -6%
KFP
1198
KMG Fiduciary Partners
Ohio
$674K +$36.6K +196 +6%
MFG
1199
Monumental Financial Group
Maryland
$671K +$671K +3,594 New
CCT
1200
Country Club Trust
Missouri
$665K -$18.5K -100 -3%
46 47
48
49 50