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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 %
FIM
1026
Freedom Investment Management
Connecticut
$1.59M +$728K +2,638 +85%
USCWA
1027
U.S. Capital Wealth Advisors
Texas
$1.59M +$16.6K +60 +1%
M
1028
MOTCO
Texas
$1.58M -$106K -384 -6%
NB
1029
Nicolet Bankshares
Wisconsin
$1.58M +$65.4K +237 +4%
AWM
1030
Avior Wealth Management
Nebraska
$1.58M -$376K -1,363 -19%
CWM
1031
Chesapeake Wealth Management
Virginia
$1.57M -$49.7K -180 -3%
ZIC
1032
ZWJ Investment Counsel
Georgia
$1.57M – – –
BMA
1033
Brooks Moore & Associates
Tennessee
$1.57M -$35.4K -128 -2%
WTC
1034
WhitTier Trust Company
Nevada
$1.57M +$22.1K +80 +1%
PTC
1035
Philadelphia Trust Company
Pennsylvania
$1.56M -$138K -500 -8%
KLCM
1036
KG&L Capital Management
Louisiana
$1.56M +$130K +469 +9%
QP
1037
Quilter Plc
United Kingdom
$1.56M -$377K -1,389 -20%
WANY
1038
Wealthspire Advisors (New York)
New York
$1.55M -$228K -825 -13%
SCA
1039
Sippican Capital Advisors
Massachusetts
$1.55M -$8.29K -30 -0.5%
LWAM
1040
Legacy Wealth Asset Management
Minnesota
$1.55M +$103K +372 +7%
VCA
1041
Verdence Capital Advisors
Maryland
$1.53M -$12.2K -44 -0.8%
WC
1042
Woodstock Corp
Massachusetts
$1.53M +$2.76K +10 +0.2%
MPWT
1043
MassMutual Private Wealth & Trust
Connecticut
$1.52M +$19.1K +69 +1%
IF
1044
Ironwood Financial
Arizona
$1.52M -$2.76K -10 -0.2%
WEPOG
1045
Wealth Enhancement & Preservation of GA
Georgia
$1.52M +$30.7K +111 +2%
ACA
1046
Affinity Capital Advisors
California
$1.52M -$21.3K -77 -1%
BFO
1047
Biltmore Family Office
North Carolina
$1.51M +$428K +1,550 +39%
LA
1048
Lifeworks Advisors
Michigan
$1.51M +$1.51M +5,460 New
TSW
1049
Thompson Siegel & Walmsley
Virginia
$1.51M – – –
FWM
1050
Frontier Wealth Management
Missouri
$1.51M +$202K +730 +15%
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