LLY icon

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 %
NIC
1801
Northwest Investment Counselors
Oregon
$107K +$107K +571 New
WR
1802
WD Rutherford
Oregon
$106K – – –
MHR
1803
Matthew Hamilton Rosenberg
$103K +$9.14K +49 +10%
CAL
1804
Capital Advisors Ltd
Ohio
$101K – – –
CA
1805
Crewe Advisors
Utah
$101K – – –
JFA
1806
JNBA Financial Advisors
Minnesota
$101K +$5.61K +30 +6%
TC
1807
Truvestments Capital
Florida
$101K +$37.1K +199 +58%
SN
1808
Sittner & Nelson
Oregon
$98K -$3.55K -19 -3%
TAIM
1809
TD Ameritrade Investment Management
Nebraska
$98K – – –
FFA
1810
Freedman Financial Associates
Massachusetts
$98K – – –
HFA
1811
Hoover Financial Advisors
Pennsylvania
$96K +$1.96K +10 +2%
BAM
1812
Bellevue Asset Management
Washington
$94K – – –
CH
1813
Canton Hathaway
Rhode Island
$93K – – –
AIM
1814
Arcadia Investment Management
Michigan
$93K – – –
MAWCM
1815
Mine & Arao Wealth Creation & Management
California
$93K – – –
SLF
1816
Sun Life Financial
Ontario, Canada
$89K +$1.31K +7 +1%
CIAS
1817
CBIZ Investment Advisory Services
Ohio
$88K -$79K – –
MF
1818
Manchester Financial
California
$85K +$2.25K +12 +3%
MFA
1819
McClarren Financial Advisors
Pennsylvania
$82K +$374 +2 +0.5%
GC
1820
Giverny Capital
Quebec, Canada
$81K – – –
JWM
1821
Janiczek Wealth Management
Colorado
$81K +$27.7K +149 +52%
RIM
1822
Rockbridge Investment Management
New York
$80K -$42.4K -228 -35%
IWP
1823
IAG Wealth Partners
Wisconsin
$80K – – –
CWA
1824
Clearview Wealth Advisors
Oregon
$80K – – –
WWM
1825
Wolff Wiese Magana
California
$79K -$27.3K -146 -26%
71 72
73
74 75