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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 %
ESCM
1351
Echo Street Capital Management
New York
$472K +$472K +2,529 New
RFA
1352
Reilly Financial Advisors
California
$471K -$45.2K -242 -9%
MCM
1353
McRae Capital Management
New Jersey
$471K – – –
APA
1354
Allegiant Private Advisors
Florida
$471K +$133K +713 +39%
BCM
1355
BTR Capital Management
California
$470K – – –
GKWIM
1356
Gerber Kawasaki Wealth & Investment Management
California
$470K +$470K +2,517 New
PFA
1357
Pure Financial Advisors
California
$469K – – –
AFP
1358
Ausdal Financial Partners
Iowa
$469K +$45K +241 +11%
GIP
1359
Greatmark Investment Partners
Georgia
$468K – – –
WAS
1360
Wesleyan Assurance Society
United Kingdom
$467K – – –
WIC
1361
Wilkins Investment Counsel
Massachusetts
$467K – – –
HW
1362
Hedeker Wealth
Illinois
$467K – – –
CAM
1363
Close Asset Management
United Kingdom
$466K – – –
JGGDR
1364
JGP Global Gestao de Recursos
Brazil
$466K +$83.7K +448 +22%
RHJA
1365
Rice Hall James & Associates
California
$465K – – –
IWP
1366
Innova Wealth Partners
Pennsylvania
$464K +$11.2K +60 +2%
WAG
1367
Winthrop Advisory Group
Massachusetts
$462K +$5.79K +31 +1%
JF
1368
JSF Financial
California
$458K -$65.4K -350 -12%
SIG
1369
Sargent Investment Group
Maryland
$458K +$28.1K +150 +7%
BCAM
1370
Boston Common Asset Management
Massachusetts
$457K +$5.04K +27 +1%
TIA
1371
Traphagen Investment Advisors
New Jersey
$456K -$3.96K -71 -0.9%
SWA
1372
SFMG Wealth Advisors
Texas
$455K – – –
SIM
1373
Sonora Investment Management
Arizona
$452K -$140K -750 -24%
FEG
1374
Financial Enhancement Group
Indiana
$451K +$33.4K +179 +8%
GTAM
1375
Global Trust Asset Management
Florida
$449K +$318K +1,700 +242%
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55
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