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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 %
CIAS
1926
CBIZ Investment Advisory Services
Ohio
$109K -$108K – –
CDIA
1927
Capital Directions Investment Advisors
Georgia
$109K – – –
CG
1928
Cutler Group
California
$109K +$109K +474 New
BWM
1929
Baystate Wealth Management
Massachusetts
$108K +$1.86K +8 +2%
PCTC
1930
Perkins Coie Trust Company
Washington
$105K -$65.7K -284 -38%
JWM
1931
Janiczek Wealth Management
Colorado
$104K +$18.3K +79 +21%
SSC
1932
Syverson Strege & Co
Iowa
$104K +$27.7K +120 +36%
FPB
1933
First PREMIER Bank
South Dakota
$103K – – –
MFA
1934
McClarren Financial Advisors
Pennsylvania
$102K -$22.6K -98 -18%
AP
1935
Atwood & Palmer
Missouri
$102K +$9.27K +40 +10%
TAIM
1936
TD Ameritrade Investment Management
Nebraska
$101K -$59.3K -399 -37%
SA
1937
SRH Advisors
Kansas
$100K -$38.2K -166 -28%
GC
1938
Giverny Capital
Quebec, Canada
$100K – – –
PPWM
1939
PFG Private Wealth Management
Florida
$100K +$100K +432 New
RIM
1940
Rockbridge Investment Management
New York
$99K +$230 +1 +0.2%
ODG
1941
O'Dell Group
Ohio
$98K +$98K +424 New
BAM
1942
Bellevue Asset Management
Washington
$93K -$23.3K -100 -20%
AFS
1943
Annapolis Financial Services
Maryland
$93K – – –
CIA
1944
Cascade Investment Advisors
Oregon
$92.4K – – –
RMC
1945
Resources Management Corp
Connecticut
$92K – – –
KIG
1946
Kessler Investment Group
Indiana
$92K – – –
SCA
1947
Stuart Chaussee & Associates
California
$92K – – –
EARNEST Partners
1948
EARNEST Partners
Georgia
$92K – – –
VLKIM
1949
Van Lanschot Kempen Investment Management
Netherlands
$91K +$3.94K +17 +5%
CWA
1950
Clearview Wealth Advisors
Oregon
$89K -$29.7K -129 -25%
76 77
78
79 80