LLY icon

Eli Lilly
LLY

Overview Fund Activity

2,040 hedge funds and large institutions have $183B invested in Eli Lilly in 2021 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 727 increasing their positions, 793 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+29
Holders Change %
+1.44%
% of All Funds
35.83%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
0.97%
New
133
Increased
727
Reduced
793
Closed
79
Calls
$1.34B
Puts
$1.86B
Net Calls
-$514M
Net Calls Change
-$206M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$813M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
3
Capital World Investors
Capital World Investors
California
+$347M
4
DZ Bank
DZ Bank
Germany
+$281M
5
Northern Trust
Northern Trust
Illinois
+$279M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$496M
2
PI
Putnam Investments
Massachusetts
-$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$337M
4
Capital International Investors
Capital International Investors
California
-$321M
5
Primecap Management
Primecap Management
California
-$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
REMPR
1626
Roof Eidam Maycock Peralta (REMP)
California
$347K – – –
MSFP
1627
Mark Sheptoff Financial Planning
Connecticut
$347K +$92.5K +400 +36%
VBCG
1628
Valley Brook Capital Group
Pennsylvania
$346K – – –
ICA
1629
Infrastructure Capital Advisors
New York
$345K +$345K +1,501 New
WA
1630
Wealth Architects
California
$344K +$4.16K +18 +1%
RIM
1631
Reliant Investment Management
Tennessee
$342K – – –
BAM
1632
Barrett Asset Management
New York
$341K -$370K -1,600 -52%
ACA
1633
Anchor Capital Advisors
Massachusetts
$341K -$11.6K -50 -3%
MAM
1634
McLean Asset Management
Virginia
$341K +$37K +149 +12%
SDWMA
1635
Schneider Downs Wealth Management Advisors
Pennsylvania
$341K +$109K +472 +47%
EW
1636
Evoke Wealth
California
$339K -$35.4K -153 -9%
BB
1637
Bell Bank
North Dakota
$338K – – –
TWM
1638
Titus Wealth Management
California
$338K – – –
NFGCM
1639
Norman Fields Gottscho Capital Management
New York
$337K – – –
BCP
1640
Blue Chip Partners
Michigan
$337K +$21.5K +93 +7%
PMFA
1641
Plante Moran Financial Advisors
Michigan
$335K +$45.9K +199 +16%
TFCP
1642
Twin Focus Capital Partners
Massachusetts
$334K -$3.47K -15 -1%
LIM
1643
Lathrop Investment Management
Arkansas
$332K – – –
NDSI
1644
Newman Dignan & Sheerar Inc
Rhode Island
$330K +$46.2K +200 +16%
WQ
1645
Wealth Quarterback
New Jersey
$329K -$11.1K -48 -3%
PGA
1646
Portland Global Advisors
Maine
$329K – – –
SAM
1647
Summit Asset Management
Tennessee
$329K +$69.2K +300 +27%
MC
1648
Miramar Capital
Illinois
$328K – – –
EBA
1649
Eagle Bay Advisors
New York
$328K +$88.9K +385 +37%
WA1
1650
Wimmer Associates 1
California
$326K – – –
64 65
66
67 68