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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 %
TFO
1701
Tarbox Family Office
California
$265K – – –
FCIM
1702
Fairview Capital Investment Management
California
$264K – – –
MCM
1703
Mainstay Capital Management
Michigan
$264K – – –
NG
1704
Northstar Group
New York
$264K +$264K +1,150 New
MWPCG
1705
Measured Wealth Private Client Group
New Hampshire
$262K – – –
HL
1706
HeadInvest LLC
Maine
$262K +$262K +1,143 New
TC
1707
Trust Company
Kansas
$261K – – –
NF
1708
Nikulski Financial
Iowa
$261K – – –
PO
1709
Private Ocean
California
$260K – – –
CFSG
1710
Clark Financial Services Group
Missouri
$260K – – –
EIA
1711
Edgemoor Investment Advisors
Maryland
$259K – – –
PCAP
1712
Pratt Collard Advisory Partners
New York
$259K – – –
CA
1713
Commerzbank Aktiengesellschaft
Germany
$258K – – –
LOPW
1714
Live Oak Private Wealth
North Carolina
$258K – – –
SAM
1715
Summit Asset Management
Tennessee
$258K – – –
CMO
1716
Covenant Multifamily Offices
Texas
$258K +$258K +1,124 New
FI
1717
Fosun International
China
$257K -$124K -540 -33%
RVPG
1718
Relative Value Partners Group
$257K – – –
ATIA
1719
American Trust Investment Advisors
New Hampshire
$257K – – –
GWS
1720
Glassman Wealth Services
Virginia
$257K +$14.9K +65 +6%
CC
1721
Courier Capital
New York
$255K -$80.3K -350 -24%
AO
1722
Advisor OS
Illinois
$255K +$3.21K +14 +1%
SIG
1723
Sky Investment Group
Connecticut
$254K – – –
CCP
1724
Cassia Capital Partners
North Carolina
$254K +$254K +1,108 New
MSFP
1725
Mark Sheptoff Financial Planning
Connecticut
$252K -$22.9K -100 -8%
67 68
69
70 71