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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 %
HRC
1776
Hoertkorn Richard Charles
$131K – – –
DI
1777
Disciplined Investments
Oklahoma
$131K – – –
GAM
1778
Gemmer Asset Management
California
$128K +$16.9K +90 +15%
MWM
1779
Mascoma Wealth Management
New Hampshire
$127K +$127K +679 New
FMTCOCP
1780
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$126K – – –
EWA
1781
Evolution Wealth Advisors
Florida
$126K +$45.6K +243 +57%
PWMG
1782
Prestige Wealth Management Group
New Jersey
$124K +$5.04K +27 +4%
KFS
1783
Kelly Financial Services
Massachusetts
$123K – – –
HR
1784
Howe & Rusling
New York
$122K -$8.95K -48 -7%
PSB
1785
Piscataqua Savings Bank
New Hampshire
$122K +$122K +653 New
GWSG
1786
GPS Wealth Strategies Group
Colorado
$121K +$121K +648 New
TJHA
1787
Thomas J. Herzfeld Advisors
Florida
$120K – – –
TCWM
1788
Total Clarity Wealth Management
Illinois
$120K +$120K +640 New
TWM
1789
Tradition Wealth Management
Minnesota
$119K +$27.9K +149 +31%
ACM
1790
AUA Capital Management
Pennsylvania
$118K – – –
PGAM
1791
Princeton Global Asset Management
New Jersey
$117K +$15.5K +83 +15%
CF
1792
Centaurus Financial
California
$115K +$115K +616 New
GWMIA
1793
Global Wealth Management Investment Advisory
Florida
$112K -$6.35K -34 -5%
SA
1794
SRH Advisors
Kansas
$112K – – –
CFG
1795
CKW Financial Group
Hawaii
$112K +$112K +600 New
FWM
1796
Focused Wealth Management
New York
$110K – – –
EIP
1797
Ellis Investment Partners
Pennsylvania
$108K -$1.31K -7 -1%
CWC
1798
Carolinas Wealth Consulting
North Carolina
$107K -$53K -284 -33%
BEI
1799
Benjamin Edwards Inc
Missouri
$107K -$11.6K -62 -10%
TLFA
1800
True Link Financial Advisors
California
$107K – – –
70 71
72
73 74