LLY icon

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 %
SSG
976
Summit Securities Group
New York
$1.82M -$1.97M -7,121 -52%
PAS
977
Park Avenue Securities
New York
$1.82M +$262K +948 +17%
AWM
978
Altium Wealth Management
New York
$1.81M +$335K +1,212 +23%
MBTD
979
Mechanics Bank - Trust Department
California
$1.8M -$15.2K -55 -0.8%
EWA
980
EP Wealth Advisors
California
$1.8M +$110K +398 +7%
PIP
981
Peachtree Investment Partners
Florida
$1.8M +$360K +1,304 +25%
AIM
982
Allen Investment Management
New York
$1.79M +$1.55M +5,600 +633%
BCM
983
Boltwood Capital Management
California
$1.79M +$4.97K +18 +0.3%
FT
984
Fiduciary Trust
Massachusetts
$1.77M -$40.3K -146 -2%
PP
985
Patten & Patten
Tennessee
$1.76M +$16.3K +59 +0.9%
RMDI
986
R.M. Davis Inc
Maine
$1.76M +$52.5K +190 +3%
TFS
987
Thoroughbred Financial Services
Tennessee
$1.76M +$74.8K +271 +4%
CRC
988
Curi RMB Capital
Illinois
$1.75M – – –
AWE
989
Avidian Wealth Enterprises
Texas
$1.75M +$664K +2,403 +61%
TA
990
TKG Advisors
Indiana
$1.75M +$1.75M +6,325 New
BPCA
991
Bank Pictet & Cie (Asia)
Singapore
$1.74M +$80.4K +291 +5%
SMC
992
Smith, Moore & Co
Missouri
$1.74M +$94.2K +341 +6%
CPSC
993
Carl P. Sherr & Co
Massachusetts
$1.73M -$90.6K -328 -5%
LWAC
994
Laurel Wealth Advisors (California)
California
$1.73M +$328K +1,186 +23%
MSWMA
995
Market Street Wealth Management Advisors
Indiana
$1.72M -$317K -1,149 -16%
RMSCM
996
R.M. Sincerbeaux Capital Management
New York
$1.71M +$276K +1,000 +19%
BJL
997
Brighton Jones LLC
Washington
$1.71M +$48.6K +176 +3%
CWS
998
Confluence Wealth Services
Pennsylvania
$1.7M +$1.7M +6,143 New
AA
999
Ancora Advisors
Ohio
$1.69M -$6.91K -25 -0.4%
OPW
1000
Oxler Private Wealth
New York
$1.69M -$22.1K -80 -1%
38 39
40
41 42