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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 %
OC
1526
Oarsman Capital
Wisconsin
$324K +$70K +375 +28%
CWP
1527
Concord Wealth Partners
Virginia
$324K +$199K +1,062 +158%
TGAM
1528
TBH Global Asset Management
Tennessee
$323K – – –
SIC
1529
Samalin Investment Counsel
New York
$323K +$9.32K +50 +3%
FMP
1530
Financial Management Professionals
Texas
$321K -$17K -91 -5%
OFW
1531
Omnia Family Wealth
Florida
$321K – – –
CCA
1532
Childress Capital Advisors
Texas
$321K +$195K +1,048 +156%
WC
1533
Westhampton Capital
North Carolina
$321K +$321K +1,719 New
LA
1534
LexAurum Advisors
Kansas
$320K -$59.6K -319 -16%
ERIM
1535
Eagle Ridge Investment Management
Connecticut
$320K – – –
CAM
1536
Cubic Asset Management
Massachusetts
$319K – – –
LCP
1537
Legacy Capital Partners
Wisconsin
$319K – – –
MAG
1538
Mayfair Advisory Group
Alabama
$319K – – –
PBC
1539
Pavion Blue Capital
California
$318K – – –
GFS
1540
GYL Financial Synergies
Connecticut
$317K -$17.2K -92 -5%
PWM
1541
PBMares Wealth Management
Virginia
$316K +$1.5K +8 +0.5%
EI
1542
Ellevest Inc
New York
$315K +$23.3K +125 +8%
CFA
1543
CWS Financial Advisors
Michigan
$315K +$71.5K +383 +29%
MCM
1544
Monarch Capital Management
Indiana
$314K -$9.35K -50 -3%
FA
1545
FC Advisory
Pennsylvania
$314K – – –
SIAP
1546
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$314K – – –
SLA
1547
Silver Lake Advisory
Utah
$314K +$561 +3 +0.2%
EFSCE
1548
Enterprise Financial Services Corp (EFSC)
Missouri
$312K +$26.5K +142 +9%
MCM
1549
Monument Capital Management
Virginia
$311K -$2.67M -14,307 -90%
TCM
1550
Tradewinds Capital Management
Washington
$311K – – –
60 61
62
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