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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
CA
926
Commerzbank Aktiengesellschaft
Germany
$2.05M +$139K +550 +8%
SIM
927
Sentry Investment Management
Wisconsin
$2.05M +$189K +746 +11%
HKAM
928
Horizon Kinetics Asset Management
New York
$2.04M -$254K -1,000 -12%
WCM
929
Wunderlich Capital Managemnt
Tennessee
$2.04M +$22.8K +90 +1%
DA
930
DCM Advisors
New York
$2.03M +$537K +2,119 +40%
MAM
931
Myriad Asset Management
Hong Kong
$2.02M – – –
TCM
932
Telos Capital Management
California
$2.01M -$25.4K -100 -1%
WSCM
933
Wellington Shields Capital Management
New York
$2.01M +$120K +475 +7%
P
934
Pitcairn
Pennsylvania
$2.01M +$161K +635 +10%
CAM
935
Carret Asset Management
New York
$2M – – –
OIA
936
OneDigital Investment Advisors
Kansas
$2M +$47.7K +188 +3%
BOPW
937
Brandywine Oak Private Wealth
Pennsylvania
$2M +$50.7K +200 +3%
ONST
938
Old North State Trust
North Carolina
$1.99M -$73.5K -290 -4%
BOH
939
Bank of Hawaii
Hawaii
$1.99M -$33.7K -133 -2%
COF
940
Capital One Financial
Virginia
$1.99M – – –
WG
941
Winton Group
United Kingdom
$1.98M +$616K +2,429 +51%
TWA
942
TCI Wealth Advisors
Arizona
$1.97M -$112K -441 -6%
QCG
943
Quadrant Capital Group
Ohio
$1.97M +$32.7K +129 +2%
Hotchkis & Wiley Capital Management
944
Hotchkis & Wiley Capital Management
California
$1.96M -$507K -2,000 -22%
SFC
945
SYM Financial Corp
Indiana
$1.95M -$77.6K -306 -4%
AWM
946
Axxcess Wealth Management
California
$1.95M +$1.78M +7,041 New
VCM
947
Vision Capital Management
Oregon
$1.94M +$2.54K +10 +0.1%
CT
948
Chicago Trust
Illinois
$1.94M +$205K +810 +13%
IFWM
949
Institute for Wealth Management
Colorado
$1.94M -$12.2K -48 -0.7%
JWM
950
Jackson Wealth Management
Florida
$1.92M +$1.77M +6,967 New
36 37
38
39 40

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.