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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 %
RWP
1726
RWA Wealth Partners
Massachusetts
$206K +$206K +1,101 New
SCM
1727
Southport Capital Management
Tennessee
$206K +$206K +1,104 New
MAM
1728
McLean Asset Management
Virginia
$206K +$206K +1,130 New
AO
1729
Advisor OS
Illinois
$205K +$205K +1,097 New
CA
1730
Crumly & Associates
Illinois
$204K +$747 +4 +0.4%
CBT
1731
CoreFirst Bank & Trust
Kansas
$204K +$16.8K +90 +9%
SMA
1732
Sage Mountain Advisors
Georgia
$204K +$204K +1,093 New
TW
1733
TrinityPoint Wealth
Connecticut
$203K +$3.18K +17 +2%
OA
1734
Oxbow Advisors
Texas
$203K +$203K +1,085 New
LSWM
1735
Lorne Steinberg Wealth Management
Canada
$203K +$203K +1,087 New
TA
1736
TrueWealth Advisors
Alabama
$202K +$202K +1,061 New
SFSIG
1737
San Francisco Sentry Investment Group
California
$200K – – –
TPW
1738
TL Private Wealth
Texas
$200K – – –
MS
1739
Maven Securities
Jersey
$198K +$198K +1,058 New
GWS
1740
Glassman Wealth Services
Virginia
$197K +$5.24K +28 +3%
PWM
1741
Prentice Wealth Management
New York
$194K +$194K +1,038 New
CCM
1742
Cribstone Capital Management
Maine
$190K – – –
FCFS
1743
First Command Financial Services
Texas
$187K -$20.2K -108 -10%
FCB
1744
First Command Bank
Texas
$187K -$20.2K -108 -10%
CAM
1745
Cacti Asset Management
Georgia
$187K – – –
MCA
1746
Mercer Capital Advisers
New Jersey
$187K – – –
BWP
1747
Baldwin Wealth Partners
Massachusetts
$186K – – –
GFPC
1748
Global Financial Private Client
Florida
$180K – – –
RCG
1749
Rock Creek Group
District of Columbia
$178K -$140K -750 -44%
BDWM
1750
Brewin Dolphin Wealth Management
Ireland
$177K +$32.5K +174 +22%
68 69
70
71 72