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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 %
SHA
1701
Seneca House Advisors
Virginia
$215K +$215K +1,149 New
FCIM
1702
Fairview Capital Investment Management
California
$215K +$215K +1,153 New
BDF
1703
Black Diamond Financial
Maryland
$215K +$215K +1,153 New
MWPCG
1704
Measured Wealth Private Client Group
New Hampshire
$214K -$74.9K -400 -26%
MCM
1705
Mainstay Capital Management
Michigan
$214K +$214K +1,149 New
TC
1706
Trust Company
Kansas
$213K – – –
LWM
1707
Liberty Wealth Management
California
$212K – – –
CFSG
1708
Clark Financial Services Group
Missouri
$212K +$212K +1,133 New
CAN
1709
Claraphi Advisory Network
United States
$212K +$212K +1,134 New
BAAM
1710
Baker Avenue Asset Management
California
$212K +$212K +1,135 New
PO
1711
Private Ocean
California
$211K – – –
PFGIA
1712
Patriot Financial Group Insurance Agency
Massachusetts
$211K +$96.1K +514 +84%
PCAP
1713
Pratt Collard Advisory Partners
New York
$211K +$211K +1,127 New
EIA
1714
Edgemoor Investment Advisors
Maryland
$211K +$211K +1,128 New
LOPW
1715
Live Oak Private Wealth
North Carolina
$210K -$113K -608 -35%
HWA
1716
HCR Wealth Advisors
California
$210K -$50.6K -271 -19%
CA
1717
Commerzbank Aktiengesellschaft
Germany
$210K +$210K +1,125 New
SAM
1718
Summit Asset Management
Tennessee
$210K +$210K +1,126 New
RVPG
1719
Relative Value Partners Group
$209K -$243K -1,300 -54%
ATIA
1720
American Trust Investment Advisors
New Hampshire
$209K +$209K +1,120 New
FAG
1721
Financial Advisory Group
Texas
$208K -$50.7K -272 -20%
DWM
1722
Destination Wealth Management
California
$208K +$208K +1,115 New
TFCP
1723
Twin Focus Capital Partners
Massachusetts
$207K -$14.9K -80 -7%
SIG
1724
Sky Investment Group
Connecticut
$206K -$21.4K -115 -9%
NF
1725
Nikulski Financial
Iowa
$206K +$206K +1,100 New
67 68
69
70 71