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Eli Lilly
LLY

Overview Fund Activity

2,011 hedge funds and large institutions have $182B invested in Eli Lilly in 2021 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 710 increasing their positions, 751 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,011
Holders Change
+72
Holders Change %
+3.71%
% of All Funds
35.11%
Holding in Top 10
61
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+32.61%
% of All Funds
1.06%
New
191
Increased
710
Reduced
751
Closed
96
Calls
$1.41B
Puts
$1.72B
Net Calls
-$309M
Net Calls Change
-$166M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$797M
2
BlackRock
BlackRock
New York
+$426M
3
DZ Bank
DZ Bank
Germany
+$360M
4
ATN
AMF Tjänstepension
Sweden
+$241M
5
Macquarie Group
Macquarie Group
Australia
+$186M

Top Sellers

1
Primecap Management
Primecap Management
California
-$326M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$289M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$212M
4
Lilly Endowment
Lilly Endowment
Indiana
-$207M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1876
Capital Advisors Ltd
Ohio
$125K – – –
JFA
1877
JNBA Financial Advisors
Minnesota
$124K – – –
MFA
1878
McClarren Financial Advisors
Pennsylvania
$124K +$23.2K +101 +23%
PFGIA
1879
Patriot Financial Group Insurance Agency
Massachusetts
$122K -$137K -597 -53%
IWP
1880
IAG Wealth Partners
Wisconsin
$121K +$23K +100 +23%
SN
1881
Sittner & Nelson
Oregon
$120K – – –
FFA
1882
Freedman Financial Associates
Massachusetts
$120K – – –
CWA
1883
Clearview Wealth Advisors
Oregon
$118K +$20.4K +89 +21%
MAWCM
1884
Mine & Arao Wealth Creation & Management
California
$115K – – –
AIM
1885
Arcadia Investment Management
Michigan
$115K – – –
CH
1886
Canton Hathaway
Rhode Island
$115K – – –
BAM
1887
Bellevue Asset Management
Washington
$115K – – –
VCM
1888
Versant Capital Management
Arizona
$113K -$14.3M -62,575 -99%
EI
1889
Ellevest Inc
New York
$113K -$274K -1,194 -71%
WWM
1890
Wolff Wiese Magana
California
$113K +$15.7K +68 +16%
AS
1891
Altshuler Shaham
Israel
$113K +$957 +269 +0.9%
PWMG
1892
Prestige Wealth Management Group
New Jersey
$110K -$42.2K -184 -28%
RDWM
1893
Red Door Wealth Management
Tennessee
$110K +$110K +481 New
PWP
1894
Personal Wealth Partners
Minnesota
$109K +$109K +475 New
CIAS
1895
CBIZ Investment Advisory Services
Ohio
$108K -$88K – –
CDIA
1896
Capital Directions Investment Advisors
Georgia
$108K +$108K +470 New
FFG
1897
Ford Financial Group
California
$107K +$107K +470 New
SAS
1898
Stelac Advisory Services
New York
$106K +$106K +461 New
BWM
1899
Baystate Wealth Management
Massachusetts
$105K +$8.96K +39 +9%
FPB
1900
First PREMIER Bank
South Dakota
$102K +$102K +445 New
74 75
76
77 78