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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
$4.89B
2
Capital World Investors
Capital World Investors
California
$2.73B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$5.76B
4
Jennison Associates
Jennison Associates
New York
$1.02B
5
Allianz Asset Management
Allianz Asset Management
Germany
$406M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24B
2
Capital International Investors
Capital International Investors
California
$1.66B
3
DZ Bank
DZ Bank
Germany
$90.9M
4
Citadel Advisors
Citadel Advisors
Florida
$20.9M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
1901
Emerson Wealth
Michigan
$19K +$19K +100 New
BFG
1902
Baron Financial Group
New Jersey
$18.7K – – –
RWM
1903
RBA Wealth Management
California
$16.8K +$16.8K +90 New
GSAM
1904
Grant Street Asset Management
Pennsylvania
$16K – – –
M1FG
1905
Mach-1 Financial Group
Arkansas
$16K +$16K +90 New
WAS
1906
Winch Advisory Services
Wisconsin
$15K – – –
FBT
1907
First Bank & Trust
South Dakota
$15K – – –
BAMG
1908
Brand Asset Management Group
Missouri
$15K – – –
CPFP
1909
Clear Perspectives Financial Planning
Ohio
$15K – – –
TFS
1910
TrustCore Financial Services
Tennessee
$13K – – –
MFM
1911
MD Financial Management
Ontario, Canada
$13K – – –
WWM
1912
Wagner Wealth Management
South Carolina
$13K +$13K +69 New
ACA
1913
Atlas Capital Advisors
Wyoming
$12.1K +$12.1K +65 New
POIA
1914
Pin Oak Investment Advisors
Texas
$12K – – –
LB
1915
Legacy Bridge
Iowa
$12K – – –
EWM
1916
Edge Wealth Management
New York
$12K +$6.19K +32 +107%
MGIM
1917
M&G Investment Management
United Kingdom
$10.4K -$4.27K -22,827 -29%
LWA
1918
Lenox Wealth Advisors
New York
$10K +$10K +56 New
KFP
1919
KB Financial Partners
New Jersey
$10K +$10K +56 New
ST
1920
Sageworth Trust
Pennsylvania
$9K -$25.9K -144 -74%
NC
1921
NewSquare Capital
Pennsylvania
$9K -$2.87K -15 -24%
APWA
1922
Atlas Private Wealth Advisors
New Jersey
$8K +$8K +43 New
WAS
1923
Wealth Advisory Solutions
Indiana
$6K -$6.63K -32,899 -52%
SJIM
1924
St. Johns Investment Management
Florida
$6K – – –
TF
1925
TimeScale Financial
Massachusetts
$6K – – –
75 76
77
78 79