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Eli Lilly
LLY

Overview Fund Activity

2,011 hedge funds and large institutions have $182B invested in Eli Lilly in 2021 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 710 increasing their positions, 751 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,011
Holders Change
+72
Holders Change %
+3.71%
% of All Funds
35.11%
Holding in Top 10
61
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+32.61%
% of All Funds
1.06%
New
191
Increased
710
Reduced
751
Closed
96
Calls
$1.41B
Puts
$1.72B
Net Calls
-$309M
Net Calls Change
-$166M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$797M
2
BlackRock
BlackRock
New York
+$426M
3
DZ Bank
DZ Bank
Germany
+$360M
4
ATN
AMF Tjänstepension
Sweden
+$241M
5
Macquarie Group
Macquarie Group
Australia
+$186M

Top Sellers

1
Primecap Management
Primecap Management
California
-$326M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$289M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$212M
4
Lilly Endowment
Lilly Endowment
Indiana
-$207M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
1676
Carlton Hofferkamp & Jenks Wealth Management
Texas
$287K +$11.6K +50 +4%
SMA
1677
Sage Mountain Advisors
Georgia
$286K +$34.9K +152 +14%
MAM
1678
McLean Asset Management
Virginia
$285K +$22.1K +95 +8%
NCM
1679
Narwhal Capital Management
Georgia
$285K +$285K +1,242 New
NDSI
1680
Newman Dignan & Sheerar Inc
Rhode Island
$282K -$89.9K -392 -24%
WP
1681
WealthPLAN Partners
Nebraska
$282K +$282K +1,067 New
SS
1682
Sunbelt Securities
Texas
$280K -$70.8K -304 -20%
BDF
1683
Black Diamond Financial
Maryland
$280K +$15.8K +69 +6%
DC
1684
DeDora Capital
California
$279K -$8.48K -37 -3%
BFG
1685
Berger Financial Group
Minnesota
$278K -$49.2K -214 -15%
SAM
1686
SignalPoint Asset Management
Missouri
$276K -$1.38K -6 -0.5%
NRS
1687
Neville Rodie & Shaw
New York
$275K – – –
PI
1688
Pettee Investors
Connecticut
$275K – – –
CCMD
1689
Cypress Capital Management (Delaware)
Delaware
$275K +$2.98K +13 +1%
UH
1690
Unigestion Holding
Switzerland
$273K -$821K -3,581 -75%
WIA
1691
World Investment Advisors
California
$272K – – –
IWA
1692
Intercontinental Wealth Advisors
Texas
$272K – – –
BAS
1693
Brown Advisory Securities
Maryland
$272K +$272K +1,184 New
CT
1694
Columbia Trust
Oregon
$272K +$272K +1,184 New
WF
1695
WoodTrust Financial
Wisconsin
$272K +$272K +1,187 New
BAAM
1696
Baker Avenue Asset Management
California
$269K +$9.38K +41 +4%
WA
1697
Wambolt & Associates
Colorado
$269K +$269K +1,166 New
Members Trust
1698
Members Trust
Florida
$266K -$65.2K -284 -20%
HWA
1699
HCR Wealth Advisors
California
$266K +$7.59K +33 +3%
TFO
1700
Tarbox Family Office
California
$265K – – –
66 67
68
69 70