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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 %
ACP
1476
Ashfield Capital Partners
California
$360K – – –
KPCM
1477
Kings Point Capital Management
New York
$360K +$6.16K +33 +2%
JHP
1478
James Hambro & Partners
United Kingdom
$360K +$360K +1,928 New
HIS
1479
Horizon Investment Services
Indiana
$358K +$1.87K +10 +0.5%
CS
1480
Cannell & Spears
New York
$354K -$112K -600 -24%
BCM
1481
Brown Capital Management
Maryland
$354K -$746 -4 -0.2%
GG
1482
Gleason Group
Kentucky
$354K +$1.31K +7 +0.4%
CFO
1483
CVA Family Office
Colorado
$354K +$95.2K +510 +37%
WIA
1484
Westbourne Investment Advisors
Maryland
$352K -$20.5K -110 -6%
BWM
1485
BerganKDV Wealth Management
Minnesota
$351K -$374 -2 -0.1%
MCWS
1486
McKinley Carter Wealth Services
West Virginia
$351K +$120K +644 +52%
SW
1487
SlateStone Wealth
Florida
$350K +$8.78K +47 +3%
EFM
1488
E Fund Management
China
$350K +$350K +1,872 New
WIC
1489
Whitegate Investment Counselors
New Hampshire
$349K – – –
PG
1490
Patten Group
Tennessee
$348K +$57K +305 +20%
C
1491
Certuity
Florida
$347K -$33.5K -179 -9%
LPIC
1492
LeJeune Puetz Investment Counsel
Michigan
$346K – – –
FSA
1493
Fort Sheridan Advisors
Illinois
$346K +$28K +150 +9%
SF
1494
Symphony Financial
Texas
$346K +$346K +1,894 New
PWW
1495
Pettyjohn Wood & White
Virginia
$345K – – –
WMP
1496
Wealth Management Partners
Arizona
$344K – – –
GSEP
1497
Golden State Equity Partners
California
$344K +$90.7K +486 +36%
MRCM
1498
M&R Capital Management
New Jersey
$343K – – –
CFO
1499
Collective Family Office
Pennsylvania
$343K +$23K +123 +7%
YIA
1500
YHB Investment Advisors
Connecticut
$341K – – –
58 59
60
61 62