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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 %
FB
1701
First Bancorp
Maine
$295K +$295K +1,276 New
SWG
1702
Summit Wealth Group
Vermont
$294K +$294K +1,271 New
PFA
1703
Plotkin Financial Advisors
Maryland
$292K – – –
JWM
1704
Jupiter Wealth Management
Colorado
$292K – – –
EM
1705
Excalibur Management
Massachusetts
$291K – – –
CHJWM
1706
Carlton Hofferkamp & Jenks Wealth Management
Texas
$290K -$31.2K -120 -10%
BONH
1707
Bank of New Hampshire
New Hampshire
$290K – – –
MIM
1708
Miller Investment Management
Pennsylvania
$289K – – –
NCM
1709
Narwhal Capital Management
Georgia
$287K – – –
MS
1710
Maven Securities
Jersey
$287K +$287K +1,241 New
SS
1711
Sunbelt Securities
Texas
$280K – – –
WIA
1712
World Investment Advisors
California
$279K +$5.53K +24 +2%
BAAM
1713
Baker Avenue Asset Management
California
$279K +$7.62K +33 +3%
PI
1714
Pettee Investors
Connecticut
$277K – – –
NRS
1715
Neville Rodie & Shaw
New York
$277K – – –
SBL
1716
Sargent Bickham Lagudis
Colorado
$277K +$71.7K +310 +35%
TCM
1717
Traynor Capital Management
Pennsylvania
$277K +$277K +1,200 New
CCT
1718
Chemung Canal Trust
New York
$276K -$23.1K -100 -8%
Members Trust
1719
Members Trust
Florida
$276K +$8.77K +38 +3%
TW
1720
TrinityPoint Wealth
Connecticut
$276K +$25.2K +109 +10%
CCMD
1721
Cypress Capital Management (Delaware)
Delaware
$275K – – –
XF
1722
XML Financial
Maryland
$274K +$274K +1,186 New
OPA
1723
Old Port Advisors
Maine
$273K +$30.3K +133 +12%
SF
1724
Symphony Financial
Texas
$272K -$27.4K -119 -9%
LRPA
1725
L. Roy Papp & Associates
Arizona
$271K -$23.1K -100 -8%
67 68
69
70 71