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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 %
BWM
1826
Baystate Wealth Management
Massachusetts
$78K +$373 +2 +0.5%
RMC
1827
Resources Management Corp
Connecticut
$75K -$9.38K -50 -11%
KIG
1828
Kessler Investment Group
Indiana
$75K – – –
SCA
1829
Stuart Chaussee & Associates
California
$75K – – –
AFS
1830
Annapolis Financial Services
Maryland
$75K – – –
CIA
1831
Cascade Investment Advisors
Oregon
$74.7K – – –
EARNEST Partners
1832
EARNEST Partners
Georgia
$74K – – –
UFF
1833
USA Financial Formulas
Michigan
$71K +$70.4K +378 +12,600%
SC
1834
Solstein Capital
California
$70K +$70K +375 New
Nisa Investment Advisors
1835
Nisa Investment Advisors
Missouri
$66.7K -$14.1K -75,533 -17%
KFI
1836
Key Financial Inc
Pennsylvania
$65K – – –
SSC
1837
Syverson Strege & Co
Iowa
$62K – – –
FA
1838
Financial Avengers
California
$62K +$372 +2 +0.6%
ACM
1839
Allred Capital Management
Texas
$58.1K +$58.1K +311 New
PSIWM
1840
Paradigm Strategies in Wealth Management
Minnesota
$58K +$58K +310 New
HCM
1841
Highlander Capital Management
New Jersey
$57K -$9.28K -50 -14%
LAIC
1842
Lederer & Associates Investment Counsel
California
$57K +$57K +305 New
AP
1843
Atwood & Palmer
Missouri
$56K -$37.3K -200 -40%
SWA
1844
SOA Wealth Advisors
New York
$56K -$1.11K -6 -2%
GA
1845
GoalVest Advisory
New York
$56K – – –
DMK
1846
David M. Knott
$56K – – –
MWA
1847
Moser Wealth Advisors
Washington
$56K – – –
SIS
1848
Sound Income Strategies
Florida
$55.3K -$560 -3 -1%
PK
1849
Pflug Koory
Nebraska
$55K – – –
CAL
1850
Capital Analysts LLC
Pennsylvania
$55K +$10.6K +56 +24%
72 73
74
75 76