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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 %
NL
1226
NWAM LLC
Washington
$623K -$53.1K -284 -8%
SB
1227
Sunflower Bank
Texas
$623K -$46.7K -250 -7%
HH
1228
Hilltop Holdings
Texas
$623K +$88.9K +476 +17%
MHS
1229
M Holdings Securities
Oregon
$623K +$623K +3,337 New
DI
1230
DFPG Investments
Utah
$622K -$36.2K -196 -6%
TA
1231
Trellis Advisors
Washington
$622K +$934 +5 +0.2%
RBFC
1232
Roman Butler Fullerton & Co
Missouri
$621K +$82.3K +443 +15%
GAM
1233
Garrison Asset Management
Arkansas
$619K +$2.99K +16 +0.5%
WT
1234
Washington Trust
Rhode Island
$618K – – –
MWM
1235
Mattern Wealth Management
Kansas
$617K -$74.8K -400 -11%
OIA
1236
Optimum Investment Advisors
Illinois
$617K – – –
W
1237
WealthStone
Ohio
$617K +$96.5K +517 +19%
KLC
1238
Knowledge Leaders Capital
Colorado
$613K – – –
CCFCSB
1239
Cape Cod Five Cents Savings Bank
Massachusetts
$613K +$42K +225 +7%
LWP
1240
Lumature Wealth Partners
Georgia
$613K +$613K +3,283 New
VDI
1241
Vaughan David Investments
Illinois
$611K +$13.1K +70 +2%
EWM
1242
EPG Wealth Management
Georgia
$610K +$77.9K +417 +15%
BHTS
1243
Bar Harbor Trust Services
Maine
$606K -$7.48K -40 -1%
MJP
1244
Michael J. Puzo
$605K -$18.7K -100 -3%
WAP
1245
Wealthcare Advisory Partners
Pennsylvania
$602K +$237K +1,270 +65%
CYG
1246
Clean Yield Group
Vermont
$601K -$18.7K -100 -3%
TA
1247
Tectonic Advisors
Texas
$601K +$7.85K +42 +1%
ARMT
1248
Amica Retiree Medical Trust
Rhode Island
$601K +$601K +3,217 New
AI
1249
AXS Investments
New York
$600K +$600K +3,213 New
RG
1250
Rikoon Group
New Mexico
$598K +$373 +2 +0.1%
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50
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