LLY icon

Eli Lilly
LLY

Overview Fund Activity

2,040 hedge funds and large institutions have $183B invested in Eli Lilly in 2021 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 727 increasing their positions, 793 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+29
Holders Change %
+1.44%
% of All Funds
35.83%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
0.97%
New
133
Increased
727
Reduced
793
Closed
79
Calls
$1.34B
Puts
$1.86B
Net Calls
-$514M
Net Calls Change
-$206M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$813M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
3
Capital World Investors
Capital World Investors
California
+$347M
4
DZ Bank
DZ Bank
Germany
+$281M
5
Northern Trust
Northern Trust
Illinois
+$279M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$496M
2
PI
Putnam Investments
Massachusetts
-$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$337M
4
Capital International Investors
Capital International Investors
California
-$321M
5
Primecap Management
Primecap Management
California
-$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHWM
1201
Eads & Heald Wealth Management
Georgia
$854K -$85.4K -370 -9%
MCM
1202
Marathon Capital Management
Maryland
$853K +$222K +961 +35%
ALAM
1203
Asahi Life Asset Management
Japan
$851K +$466K +2,020 +121%
EWM
1204
Endurance Wealth Management
Rhode Island
$849K -$92.4K -400 -10%
DWM
1205
Doyle Wealth Management
Florida
$849K +$462 +2 +0.1%
WP
1206
WMS Partners
Maryland
$841K -$16.9K -73 -2%
TNA
1207
True North Advisors
Texas
$840K +$9.7K +42 +1%
TCM
1208
Triumph Capital Management
Colorado
$839K +$839K +3,630 New
VA
1209
Valmark Advisers
Ohio
$836K +$2.77K +12 +0.3%
NL
1210
NVWM LLC
Pennsylvania
$835K -$216K -937 -21%
PCM
1211
Prelude Capital Management
New York
$832K -$427K -1,849 -34%
CFA
1212
Camarda Financial Advisors
Florida
$832K +$832K +3,602 New
AAM
1213
Azzad Asset Management
Virginia
$828K +$37.4K +162 +5%
TNBTD
1214
Trustmark National Bank Trust Department
Mississippi
$827K -$23.1K -100 -3%
UBV
1215
United Bank (Virginia)
Virginia
$827K – – –
SWA
1216
Stratos Wealth Advisors
Ohio
$826K -$163K -705 -16%
EP
1217
Eudaimonia Partners
Tennessee
$826K -$462 -2 -0.1%
JGGDR
1218
JGP Global Gestao de Recursos
Brazil
$826K +$249K +1,076 +43%
IIC
1219
Ironwood Investment Counsel
Arizona
$823K +$46.2K +200 +6%
EWM
1220
EPG Wealth Management
Georgia
$821K +$26.4K +114 +3%
V
1221
VeraBank
Texas
$819K +$20.3K +88 +3%
EWM
1222
Evermay Wealth Management
Virginia
$808K -$34K -147 -4%
IWA
1223
IVC Wealth Advisors
Pennsylvania
$807K -$34.7K -150 -4%
RA
1224
RFG Advisory
Alabama
$804K +$15.9K +69 +2%
GDP
1225
Great Diamond Partners
Maine
$800K +$6.24K +27 +0.8%
47 48
49
50 51