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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 %
ER
2001
Enlightenment Research
Florida
– -$287K -1,699 Closed
LOAMU
2002
Lombard Odier Asset Management (USA)
New York
– -$274K -1,622 Closed
PWP
2003
Private Wealth Partners
California
– -$265K -1,569 Closed
KFA
2004
Krane Funds Advisors
New York
– -$264K -1,562 Closed
AA
2005
AQR Arbitrage
Connecticut
– -$260K -1,557 Closed
ATFA
2006
All Terrain Financial Advisors
Minnesota
– -$253K -1,500 Closed
WF
2007
WoodTrust Financial
Wisconsin
– -$230K -1,365 Closed
BCM
2008
Bluefin Capital Management
New York
– -$219K -1,300 Closed
AIM
2009
Alhambra Investment Management
Florida
– -$218K -1,294 Closed
RWM
2010
RKL Wealth Management
Pennsylvania
– -$213K -1,263 Closed
LF
2011
Lantz Financial
Illinois
– -$211K -1,249 Closed
GCP
2012
GSA Capital Partners
United Kingdom
– -$206K -1,221 Closed
AWM
2013
Aberdeen Wealth Management
Illinois
– -$201K -1,193 Closed
CT
2014
Clearstead Trust
Maine
– -$169K -1,000 Closed
FPGK
2015
Financial Partners Group (Kansas)
Kansas
– -$202K -996 Closed
GWM
2016
Greenhouse Wealth Management
Connecticut
– -$144K -852 Closed
NWA
2017
Navis Wealth Advisors
New York
– -$124K -735 Closed
FWM
2018
FSA Wealth Management
Massachusetts
– -$119K -705 Closed
D
2019
Diversified
Delaware
– -$99K -666 Closed
FPCG
2020
Fort Pitt Capital Group
Pennsylvania
– -$106K -629 Closed
CDIA
2021
Capital Directions Investment Advisors
Georgia
– -$79K -470 Closed
VCG
2022
Vantage Consulting Group
Virginia
– -$77K -458 Closed
TIAM2
2023
Tru Independence Asset Management 2
Oregon
– -$69K -409 Closed
HH
2024
HWG Holdings
Texas
– -$66K -389 Closed
BSSFA
2025
Baron Silver Stevens Financial Advisors
Florida
– -$62K -367 Closed
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