LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,878 hedge funds and large institutions have $134B invested in Eli Lilly in 2020 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 658 increasing their positions, 673 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,878
Holders Change
+112
Holders Change %
+6.34%
% of All Funds
33.32%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.85%
New
242
Increased
658
Reduced
673
Closed
104
Calls
$870M
Puts
$807M
Net Calls
+$63.1M
Net Calls Change
+$322M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.44B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.32B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$689M
4
KBC Group
KBC Group
Belgium
+$587M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$452M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$805M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$714M
3
Jennison Associates
Jennison Associates
New York
-$456M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$320M
5
BlackRock
BlackRock
New York
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
1626
Berger Financial Group
Minnesota
$230K +$230K +1,362 New
RP
1627
Rice Partnership
Hawaii
$230K +$230K +1,363 New
WF
1628
WoodTrust Financial
Wisconsin
$230K +$230K +1,365 New
WA1
1629
Wimmer Associates 1
California
$229K – – –
MA
1630
MONECO Advisors
Connecticut
$229K +$229K +1,235 New
IA
1631
IFG Advisory
Georgia
$229K +$229K +1,358 New
GSEP
1632
Golden State Equity Partners
California
$229K +$229K +1,358 New
RA
1633
Riverstone Advisors
Texas
$228K -$12.5K -74 -5%
GCM
1634
Gables Capital Management
Florida
$228K – – –
TW
1635
TrinityPoint Wealth
Connecticut
$227K +$227K +1,067 New
Financial Engines Advisors
1636
Financial Engines Advisors
California
$224K -$43.1K -255 -16%
CA
1637
Crumly & Associates
Illinois
$224K +$224K +1,089 New
MVA
1638
Mount Vernon Associates
Maryland
$224K +$224K +1,324 New
CCA
1639
Clearwater Capital Advisors
Illinois
$224K +$224K +1,325 New
CCM
1640
Canal Capital Management
Virginia
$223K +$223K +1,322 New
RMAM
1641
Raab & Moskowitz Asset Management
New Jersey
$223K +$223K +1,323 New
APW
1642
Acima Private Wealth
Virginia
$222K – – –
NAM
1643
North American Management
Massachusetts
$221K +$221K +1,310 New
TPW
1644
TL Private Wealth
Texas
$221K +$221K +1,100 New
BWM
1645
Birchcreek Wealth Management
Ohio
$221K +$221K +1,312 New
CFA
1646
CWS Financial Advisors
Michigan
$220K -$37.1K -220 -14%
RC
1647
Roundview Capital
New Jersey
$220K +$220K +1,303 New
WWM
1648
WT Wealth Management
Arizona
$219K +$219K +1,300 New
BCM
1649
Bluefin Capital Management
New York
$219K +$219K +1,300 New
TSS
1650
Two Sigma Securities
New York
$218K +$218K +1,289 New
64 65
66
67 68