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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 %
RC
1576
Roundview Capital
New Jersey
$299K +$56K +300 +23%
WCM
1577
Wallace Capital Management
Texas
$298K – – –
LFG
1578
Larson Financial Group
Missouri
$298K +$102K +546 +52%
CG
1579
Clarus Group
Texas
$296K – – –
PCG
1580
Private Capital Group
Connecticut
$295K -$359K -1,923 -55%
NP
1581
NorthRock Partners
Minnesota
$295K +$18.5K +99 +7%
NFG
1582
Nadler Financial Group
Illinois
$293K – – –
MSA
1583
Marino Stram & Associates
Massachusetts
$292K +$187 +1 +0.1%
ACA
1584
Anchor Capital Advisors
Massachusetts
$290K – – –
GL
1585
Graypoint LLC
New York
$290K +$290K +1,554 New
AWA
1586
Aaron Wealth Advisors
Illinois
$289K -$9.12K -49 -3%
FNBSF
1587
First National Bank Sioux Falls
South Dakota
$289K – – –
GAB
1588
German American Bancorp
Indiana
$288K +$1.49K +8 +0.5%
BWA
1589
Beam Wealth Advisors
Louisiana
$288K +$31.4K +168 +12%
EW
1590
Evoke Wealth
California
$288K +$91.1K +488 +46%
DAC
1591
Dividend Assets Capital
South Carolina
$285K – – –
VBCG
1592
Valley Brook Capital Group
Pennsylvania
$285K +$4.67K +25 +2%
OAM
1593
Occidental Asset Management
California
$285K +$15K +80 +6%
FCFC
1594
First Commonwealth Financial Corp
Pennsylvania
$284K +$2.24K +12 +0.8%
CWS
1595
Cypress Wealth Services
California
$283K -$103K -549 -27%
SCA
1596
Stonebridge Capital Advisors
Minnesota
$283K -$37.4K -200 -12%
ISB
1597
Iowa State Bank
Iowa
$283K -$6.72K -36 -2%
CPA
1598
Court Place Advisors
Maryland
$283K – – –
ATWA
1599
Arbor Trust Wealth Advisors
Michigan
$282K – – –
PWA
1600
Phoenix Wealth Advisors
North Carolina
$282K +$7.03K +38 +3%
62 63
64
65 66