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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 %
LWCFA
1251
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M -$12.4K -45 -1%
TNA
1252
True North Advisors
Texas
$1.02M +$18.8K +68 +2%
AAMC
1253
Asset Allocation & Management Company
Illinois
$1.02M +$1.02M +3,696 New
EVC
1254
Eidelman Virant Capital
Missouri
$1.02M +$1.02M +3,675 New
ACM
1255
AlphaStar Capital Management
North Carolina
$1.02M +$259K +1,063 +34%
EWM
1256
Endurance Wealth Management
Rhode Island
$1.02M -$553 -2 -0.1%
EWM
1257
EPG Wealth Management
Georgia
$1.01M +$32.9K +119 +3%
FFA
1258
First Foundation Advisors
California
$1.01M +$222K +804 +28%
WP
1259
WMS Partners
Maryland
$1.01M +$6.08K +22 +0.6%
BBA
1260
BLB&B Advisors
Pennsylvania
$1.01M -$1.55M -5,630 -61%
PCM
1261
Pennsylvania Capital Management
Pennsylvania
$1M – – –
MAM
1262
Mystic Asset Management
Rhode Island
$1M +$1M +3,623 New
TNBTD
1263
Trustmark National Bank Trust Department
Mississippi
$995K +$5.53K +20 +0.6%
EHWM
1264
Eads & Heald Wealth Management
Georgia
$994K -$27.6K -100 -3%
GCA
1265
Guardian Capital Advisors
Ontario, Canada
$989K -$15.4K -60 -2%
UBV
1266
United Bank (Virginia)
Virginia
$989K – – –
JGGDR
1267
JGP Global Gestao de Recursos
Brazil
$986K -$1.66K -6 -0.2%
GDP
1268
Great Diamond Partners
Maine
$986K +$29.3K +106 +3%
IIC
1269
Ironwood Investment Counsel
Arizona
$985K – – –
HH
1270
Hilltop Holdings
Texas
$984K -$86.4K -313 -8%
CAC
1271
Certified Advisory Corp
Florida
$983K -$48.3K -175 -5%
NWM
1272
Northcape Wealth Management
New York
$983K +$983K +3,560 New
SAM
1273
Strategy Asset Managers
California
$971K -$190K -686 -16%
SIA
1274
Schechter Investment Advisors
Michigan
$971K +$971K +3,518 New
BIAS
1275
Beacon Investment Advisory Services
New Jersey
$970K -$122K -441 -11%
49 50
51
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