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Eli Lilly
LLY

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: 55 → 79 (+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: 2,051 → 2,304 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$932M
2
Capital World Investors
Capital World Investors
California
+$590M
3
JP Morgan Chase
JP Morgan Chase
New York
+$333M
4
DZ Bank
DZ Bank
Germany
+$319M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$275M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.29B
2
Primecap Management
Primecap Management
California
-$763M
3
Franklin Resources
Franklin Resources
California
-$286M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$278M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
901
Ashfield Capital Partners
California
$2.19M – – –
HT
902
HighTower Trust
Texas
$2.19M +$2.01M +7,918 New
HFM
903
Harvest Fund Management
China
$2.18M +$211K +833 +12%
VNA
904
Valley National Advisers
Pennsylvania
$2.18M -$40.1K -158 -2%
AAS
905
Ameritas Advisory Services
Nebraska
$2.18M +$2M +7,894 New
CCM
906
Covington Capital Management
California
$2.17M +$4.56K +18 +0.2%
TAM
907
Trust Asset Management
Texas
$2.16M – – –
HBT
908
Hills Bank & Trust
Iowa
$2.16M +$59.8K +236 +3%
DWA
909
Douglass Winthrop Advisors
New York
$2.15M – – –
CNC
910
Citizens & Northern Corp
Pennsylvania
$2.15M -$675K -2,662 -25%
TCOV
911
Trust Company of Vermont
Vermont
$2.14M +$78.1K +308 +4%
CFGS
912
Concourse Financial Group Securities
Alabama
$2.13M +$43.1K +170 +2%
FG
913
Fiduciary Group
Georgia
$2.12M -$38K -150 -2%
TW
914
Towerpoint Wealth
California
$2.12M +$25.4K +100 +1%
WP
915
WealthSource Partners
California
$2.1M -$29.7K -117 -2%
UH
916
Unigestion Holding
Switzerland
$2.1M +$94.8K +374 +5%
CIA
917
Cladis Investment Advisory
Montana
$2.09M +$1.92M +7,570 New
BRA
918
Bender Robert & Associates
California
$2.09M – – –
BG
919
Bellevue Group
Switzerland
$2.09M +$1.91M +7,552 New
DBIA
920
Dumont & Blake Investment Advisors
New Jersey
$2.08M – – –
BCA
921
Bray Capital Advisors
Florida
$2.08M – – –
MGP
922
Metis Global Partners
California
$2.08M +$1.91M +7,526 New
SWP
923
Strategic Wealth Partners
Ohio
$2.07M +$90.8K +358 +5%
OAJ
924
Ogorek Anthony Joseph
New York
$2.07M +$1.86M +7,349 +4,899%
BAM
925
Belpointe Asset Management
Nevada
$2.06M +$80.6K +318 +4%
35 36
37
38 39

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.