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Eli Lilly
LLY

Overview Fund Activity

2,291 hedge funds and large institutions have $217B invested in Eli Lilly in 2021 Q4 according to their latest regulatory filings, with 368 funds opening new positions, 852 increasing their positions, 681 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+251
Holders Change %
+12.3%
% of All Funds
35.38%
Holding in Top 10
79
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+43.64%
% of All Funds
1.22%
New
368
Increased
852
Reduced
681
Closed
85
Calls
$1.77B
Puts
$2.37B
Net Calls
-$597M
Net Calls Change
-$82.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.02B
2
Capital World Investors
Capital World Investors
California
+$642M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$363M
4
DZ Bank
DZ Bank
Germany
+$349M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$300M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.4B
2
Primecap Management
Primecap Management
California
-$832M
3
Franklin Resources
Franklin Resources
California
-$312M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$303M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
676
Patton Fund Management
Texas
$3.96M +$3.96M +14,351 New
FIM
677
Fernwood Investment Management
Massachusetts
$3.94M +$6.91K +25 +0.2%
SS
678
Simplicity Solutions
Minnesota
$3.94M +$2.26M +8,182 +135%
CDH
679
Charles D. Hyman
$3.93M +$801K +2,900 +26%
WJWM
680
Williams Jones Wealth Management
New York
$3.93M +$19.1K +69 +0.5%
CIP
681
Chartwell Investment Partners
Pennsylvania
$3.9M +$27.9K +101 +0.7%
GC
682
Grace Capital
Massachusetts
$3.9M +$55.2K +200 +1%
IRF
683
IBM Retirement Fund
New York
$3.9M -$2.72M -9,841 -41%
BO
684
Bank OZK
Arkansas
$3.9M -$41.2K -149 -1%
NHC
685
Nicholas Hoffman & Company
Georgia
$3.88M +$6.63K +24 +0.2%
NGA
686
Naples Global Advisors
Florida
$3.88M -$29K -105 -0.7%
HCM
687
Hodges Capital Management
Texas
$3.88M +$564K +2,040 +17%
KWM
688
Kingsview Wealth Management
Oregon
$3.88M +$165K +597 +4%
EF
689
Empirical Finance
Pennsylvania
$3.86M +$1M +3,624 +35%
CWG
690
Cornerstone Wealth Group
North Carolina
$3.85M +$3.85M +13,934 New
ITIM
691
Indiana Trust & Investment Management
Indiana
$3.82M -$29K -105 -0.8%
SBH
692
Segall Bryant & Hamill
Illinois
$3.81M -$69.1K -250 -2%
BDF
693
Balasa Dinverno & Foltz
$3.81M -$221K -799 -5%
MCC
694
Money Concepts Capital
Florida
$3.81M +$3.81M +13,785 New
TCA
695
Transcend Capital Advisors
New Jersey
$3.77M +$87.8K +318 +2%
PDN
696
Pensionfund DSM Netherlands
Netherlands
$3.76M – – –
RM
697
Resource Management
Louisiana
$3.76M +$84K +304 +2%
SFP
698
Shepherd Financial Partners
Massachusetts
$3.74M +$1.77M +6,400 +89%
GCM
699
Glynn Capital Management
California
$3.73M – – –
LC
700
Lavaca Capital
Texas
$3.71M -$54.7K -198 -1%
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