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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 %
PFA
1676
Plotkin Financial Advisors
Maryland
$236K – – –
HG
1677
Harbor Group
New Hampshire
$235K – – –
EM
1678
Excalibur Management
Massachusetts
$234K – – –
MIM
1679
Miller Investment Management
Pennsylvania
$234K – – –
DC
1680
DeDora Capital
California
$234K +$560 +3 +0.2%
AAM
1681
Augustine Asset Management
Florida
$233K +$1.68K +9 +0.7%
WIA
1682
World Investment Advisors
California
$232K +$196 +1 +0.1%
PAMP
1683
Polar Asset Management Partners
Ontario, Canada
$230K +$230K +1,229 New
ADL
1684
Asset Dedication LLC
California
$228K -$67K -361 -23%
DGI
1685
Disciplined Growth Investors
Minnesota
$226K +$226K +1,208 New
SAM
1686
SignalPoint Asset Management
Missouri
$226K +$226K +1,209 New
NRS
1687
Neville Rodie & Shaw
New York
$224K – – –
MSFP
1688
Mark Sheptoff Financial Planning
Connecticut
$224K – – –
PI
1689
Pettee Investors
Connecticut
$224K +$224K +1,200 New
CCMD
1690
Cypress Capital Management (Delaware)
Delaware
$221K -$63.2K -339 -22%
IWA
1691
Intercontinental Wealth Advisors
Texas
$221K -$2.43K -13 -1%
WA
1692
Wealth Architects
California
$221K +$221K +1,181 New
JSL
1693
JT Stratford LLC
Georgia
$221K +$221K +1,184 New
ACM
1694
AlphaStar Capital Management
North Carolina
$219K +$14.2K +76 +7%
AAM
1695
Autus Asset Management
Arizona
$218K +$218K +1,166 New
OQS
1696
Occudo Quantitative Strategies
Florida
$217K +$217K +1,160 New
RIG
1697
RiverFront Investment Group
Virginia
$216K -$54.5K -292 -20%
TFO
1698
Tarbox Family Office
California
$216K – – –
SNB
1699
Security National Bank
Nebraska
$216K +$216K +1,156 New
CHJWM
1700
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K +$216K +1,185 New
66 67
68
69 70