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Eli Lilly
LLY

Overview Fund Activity

2,040 hedge funds and large institutions have $183B invested in Eli Lilly in 2021 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 727 increasing their positions, 793 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+29
Holders Change %
+1.44%
% of All Funds
35.83%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
0.97%
New
133
Increased
727
Reduced
793
Closed
79
Calls
$1.34B
Puts
$1.86B
Net Calls
-$514M
Net Calls Change
-$206M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.99B
2
Two Sigma Advisers
Two Sigma Advisers
New York
$468M
3
Capital World Investors
Capital World Investors
California
$3.88B
4
DZ Bank
DZ Bank
Germany
$755M
5
Northern Trust
Northern Trust
Illinois
$2.65B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.56B
2
PI
Putnam Investments
Massachusetts
$470M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.62B
4
Capital International Investors
Capital International Investors
California
$1.65B
5
Primecap Management
Primecap Management
California
$7.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
1901
Aspire Private Capital
North Carolina
$139K – – –
GWMIA
1902
Global Wealth Management Investment Advisory
Florida
$139K – – –
CFG
1903
CKW Financial Group
Hawaii
$138K – – –
EWA
1904
Evolution Wealth Advisors
Florida
$136K -$21.2K -92 -14%
CA
1905
Crewe Advisors
Utah
$136K – – –
FWM
1906
Focused Wealth Management
New York
$136K – – –
CB
1907
CNB Bank
Pennsylvania
$135K – – –
TWM
1908
Tradition Wealth Management
Minnesota
$133K -$11.8K -51 -8%
WR
1909
WD Rutherford
Oregon
$132K – – –
IWP
1910
IAG Wealth Partners
Wisconsin
$130K +$7.67K +33 +6%
NFSG
1911
Newbridge Financial Services Group
Florida
$129K +$92.8K +403 +257%
JFA
1912
JNBA Financial Advisors
Minnesota
$125K – – –
CAL
1913
Capital Advisors Ltd
Ohio
$125K – – –
EI
1914
Ellevest Inc
New York
$124K +$9.95K +43 +9%
SN
1915
Sittner & Nelson
Oregon
$121K – – –
FFA
1916
Freedman Financial Associates
Massachusetts
$121K – – –
KIG
1917
Kowal Investment Group
Wisconsin
$119K +$119K +516 New
ETI
1918
Enterprise Trust & Investment
California
$116K -$46.4K -200 -29%
AIM
1919
Arcadia Investment Management
Michigan
$116K – – –
MAWCM
1920
Mine & Arao Wealth Creation & Management
California
$116K – – –
AS
1921
Altshuler Shaham
Israel
$116K +$26 +7 +0%
WWM
1922
Wolff Wiese Magana
California
$116K +$2.99K +13 +3%
PP
1923
PrairieView Partners
Minnesota
$116K +$116K +500 New
WOSD
1924
WFA of San Diego
California
$111K +$111K +480 New
VCM
1925
Versant Capital Management
Arizona
$109K -$5.32K -23 -5%
75 76
77
78 79