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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 %
MLFP
1401
MPS Loria Financial Planners
Illinois
$431K +$187 +1 +0%
PAG
1402
Pinnacle Advisory Group
Maryland
$431K +$431K +2,306 New
LCM
1403
Liberty Capital Management
Michigan
$430K – – –
AFS
1404
Axiom Financial Strategies
Indiana
$428K – – –
BC
1405
Brookfield Corp
Ontario, Canada
$426K +$426K +2,280 New
CCA
1406
Cobblestone Capital Advisors
New York
$424K -$18.7K -100 -4%
HI
1407
Humankind Investments
New York
$424K +$424K +2,270 New
NJBEST
1408
New Jersey Better Educational Savings Trust
New Jersey
$422K -$74.8K -400 -15%
LP
1409
LGL Partners
Pennsylvania
$422K – – –
SBSB
1410
Sullivan, Bruyette, Speros & Blaney
Virginia
$422K +$27.5K +147 +7%
B
1411
Bridgeworth
Alabama
$420K +$1.12K +6 +0.3%
IF
1412
Intrua Financial
Texas
$420K +$138K +756 +49%
JF
1413
Jump Financial
Illinois
$419K +$141K +758 +51%
LWM
1414
Lyell Wealth Management
California
$418K -$32.7K -175 -7%
CP
1415
Camelot Portfolios
Ohio
$418K +$418K +2,235 New
TI
1416
tru Independence
Oregon
$416K +$394K +2,111 +1,759%
CWM
1417
Cornerstone Wealth Management
Missouri
$415K +$37.9K +203 +10%
ESBC
1418
E.S. Barr & Co
Kentucky
$413K – – –
PCM
1419
Pointe Capital Management
Michigan
$412K +$9.52K +51 +2%
JCIA
1420
Jackson Creek Investment Advisors
Colorado
$412K +$18.7K +100 +5%
NL
1421
Navalign LLC
California
$412K +$412K +2,203 New
FIM
1422
Fruth Investment Management
Texas
$411K – – –
MA
1423
MCF Advisors
Kentucky
$409K – – –
VCM
1424
Vivaldi Capital Management
Illinois
$407K -$10.6K -54 -3%
APP
1425
Avantax Planning Partners
Iowa
$407K -$8.04K -43 -2%
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