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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 %
Simplex Trading
1301
Simplex Trading
Illinois
$533K +$533K +2,857 New
AIS
1302
American Investment Services
Massachusetts
$532K – – –
DAM
1303
Doheny Asset Management
California
$528K – – –
MCM
1304
Marathon Capital Management
Maryland
$528K – – –
RCM
1305
RB Capital Management
Nevada
$527K -$141K -753 -21%
AOWM
1306
Alpha Omega Wealth Management
Virginia
$527K – – –
GWM
1307
Graybill Wealth Management
Illinois
$526K +$8.96K +48 +2%
ICG
1308
InterOcean Capital Group
Tennessee
$521K +$7.48K +40 +1%
MSR
1309
Main Street Research
Connecticut
$520K +$147K +784 +39%
FF
1310
FourThought Financial
Florida
$518K -$65.3K -350 -11%
1WA
1311
180 Wealth Advisors
Washington
$515K -$51.7K -259 -9%
SIM
1312
Sadoff Investment Management
Wisconsin
$514K -$18.7K -100 -4%
AWM
1313
Altavista Wealth Management
North Carolina
$514K – – –
MWNA
1314
Marshall Wace North America
New York
$512K -$71.5M -382,117 -99%
TSS
1315
Thomas Story & Son
Indiana
$510K +$5.6K +30 +1%
AIM
1316
Aigen Investment Management
New York
$509K +$509K +2,724 New
TAM
1317
Taurus Asset Management
New York
$508K – – –
DPI
1318
Diversified Portfolios Inc
Michigan
$507K -$68.5K -367 -12%
VWA
1319
Visionary Wealth Advisors
Illinois
$506K -$182K -973 -26%
PWPS
1320
Pinnacle Wealth Planning Services
Ohio
$506K +$34.7K +186 +7%
EGA
1321
E&G Advisors
Texas
$504K -$112K -600 -18%
WA
1322
Wealth Alliance
New York
$502K -$146K -784 -23%
CA
1323
Calton & Associates
Florida
$502K -$72.1K -386 -13%
MG
1324
Mather Group
Illinois
$502K +$502K +2,688 New
SWA
1325
Sutton Wealth Advisors
Florida
$499K – – –
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