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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 %
BWA
1176
Blodgett Wealth Advisors
California
$1.17M +$1.17M +4,237 New
KOCAA
1177
Knights of Columbus Asset Advisors
Connecticut
$1.17M +$285K +1,032 +32%
BFS
1178
Bard Financial Services
Connecticut
$1.16M – – –
CPA
1179
Clear Perspective Advisors
Illinois
$1.16M -$13.8K -50 -1%
ESBC
1180
E.S. Barr & Co
Kentucky
$1.16M -$3.59K -13 -0.3%
NRA
1181
NSI Retail Advisors
Pennsylvania
$1.16M – – –
MWA
1182
Meridian Wealth Advisors
Texas
$1.16M +$553 +2 +0%
RIA
1183
Realta Investment Advisors
Delaware
$1.16M +$4.42K +16 +0.4%
HI
1184
Hendershot Investments
Virginia
$1.16M +$1.16M +4,198 New
BIC
1185
Beach Investment Counsel
Pennsylvania
$1.16M -$6.91K -25 -0.6%
CGH
1186
CMG Global Holdings
Texas
$1.15M -$2.76K -10 -0.2%
FAM
1187
Formidable Asset Management
Ohio
$1.15M – – –
TC
1188
TAP Consulting
Missouri
$1.15M +$37K +134 +3%
CYG
1189
Clean Yield Group
Vermont
$1.14M -$41.4K -150 -3%
KMWM
1190
Keudell/Morrison Wealth Management
Oregon
$1.14M -$21K -76 -2%
AI
1191
AXS Investments
New York
$1.14M +$1.14M +4,120 New
BP
1192
Ballentine Partners
Massachusetts
$1.14M +$93.9K +340 +9%
WDC
1193
Woodward Diversified Capital
California
$1.13M +$3.87K +14 +0.3%
TTWM
1194
TCV Trust & Wealth Management
Virginia
$1.13M – – –
CPIG
1195
Chicago Partners Investment Group
Illinois
$1.13M +$13.4K +57 +1%
BLAM
1196
Bourne Lent Asset Management
New York
$1.13M – – –
RA
1197
RFG Advisory
Alabama
$1.13M +$165K +596 +17%
JGUA
1198
John G. Ullman & Associates
New York
$1.13M +$4.7K +17 +0.4%
FHA
1199
Flagship Harbor Advisors
Massachusetts
$1.12M +$84K +304 +8%
SIM
1200
Stratos Investment Management
Ohio
$1.12M -$148K -536 -12%
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