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Eli Lilly

2,304 hedge funds and large institutions have $217B invested in Eli Lilly in 2021 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 854 increasing their positions, 686 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 371 | Existing positions closed: 86

44% more funds holding in top 10

Funds holding in top 10: 5579 (+24)

24% more repeat investments, than reductions

Existing positions increased: 854 | Existing positions reduced: 686

19% more capital invested

Capital invested by funds: $183B → $217B (+$34.5B)

12% more funds holding

Funds holding: 2,0512,304 (+253)

0.29% less ownership

Funds ownership: 82.87%82.58% (-0.29%)

25% less call options, than puts

Call options by funds: $1.77B | Put options by funds: $2.37B

Holders
2,304
Holders Change
+253
Holders Change %
+12.34%
% of All Funds
35.45%
Holding in Top 10
79
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+43.64%
% of All Funds
1.22%
New
371
Increased
854
Reduced
686
Closed
86
Calls
$1.77B
Puts
$2.37B
Net Calls
-$597M
Net Calls Change
-$82.6M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$1.23B -$34.5M -135,923 -3%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$1.21B -$30M -118,413 -3%
UBS AM
28
UBS AM
Illinois
$1.21B -$34.9M -137,698 -3%
Goldman Sachs
29
Goldman Sachs
New York
$1.18B -$120M -471,398 -10%
Morgan Stanley
30
Morgan Stanley
New York
$1.06B +$11.4M +44,831 +1%
Charles Schwab
31
Charles Schwab
California
$1.05B +$17.2M +67,876 +2%
EVM
32
Eaton Vance Management
Massachusetts
$985M +$22.5M +88,793 +3%
Deutsche Bank
33
Deutsche Bank
Germany
$971M +$114M +449,994 +15%
PPA
34
Parametric Portfolio Associates
Washington
$881M +$15.6M +61,425 +2%
Wells Fargo
35
Wells Fargo
California
$867M -$35.8M -141,319 -4%
Amundi
36
Amundi
France
$862M -$41.9M -165,350 -5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$854M -$33.6M -132,600 -4%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$831M +$2.36M +9,290 +0.3%
Franklin Resources
39
Franklin Resources
California
$769M -$286M -1,129,787 -29%
Barclays
40
Barclays
United Kingdom
$766M +$222M +877,346 +46%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$683M -$36.2M -142,945 -5%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$672M -$27M -106,389 -4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$672M +$4.34M +17,106 +0.7%
Allianz Asset Management
44
Allianz Asset Management
Germany
$653M -$49.5M -195,109 -8%
US Bancorp
45
US Bancorp
Minnesota
$596M -$1.11M -4,387 -0.2%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$591M +$275M +1,084,730 +103%
AllianceBernstein
47
AllianceBernstein
Tennessee
$562M -$31.5M -124,357 -6%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$548M +$75.7M +298,659 +18%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$505M -$18M -71,165 -4%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$491M -$63.2M -249,500 -12%

LLY Hedge Fund Activity: Q4 2021 in Review

2,304 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2021, worth a combined $217B — up 19% from $183B a quarter earlier.

Buyers outnumbered sellers: 371 funds opened new LLY positions and 86 closed out — a net gain of 285 holders — while 854 added to existing stakes and 686 trimmed.

The largest buyer was BlackRock, adding an estimated $932M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.29B.

  • 2,304 institutional investors held Eli Lilly (LLY) as of Q4 2021, up from 2,051 in Q3 2021.
  • Funds reported $217B of Eli Lilly stock for Q4 2021, up 19% quarter-over-quarter.
  • 371 funds opened new Eli Lilly positions in Q4 2021 and 86 closed out, a net change of +285 holders.
  • The largest Eli Lilly buyer in Q4 2021 was BlackRock, an estimated $932M added.
  • The largest Eli Lilly seller in Q4 2021 was T. Rowe Price Associates, an estimated $1.29B sold.

Based on aggregated 13F filings for Q4 2021.