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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 %
CIA
1276
CCM Investment Advisers
South Carolina
$968K -$552K -2,000 -36%
AII
1277
AGF Investments Inc
Ontario, Canada
$961K +$314K +1,137 +49%
EWM
1278
Evermay Wealth Management
Virginia
$960K -$5.8K -21 -0.6%
MWM
1279
Modera Wealth Management
New Jersey
$959K +$15.2K +55 +2%
BCM
1280
Bluefin Capital Management
New York
$956K +$398K +1,440 +71%
NL
1281
NWAM LLC
Washington
$954K +$6.35K +23 +0.7%
AAM
1282
Azzad Asset Management
Virginia
$953K -$37K -134 -4%
ALAM
1283
Asahi Life Asset Management
Japan
$952K -$66.3K -240 -7%
TFP
1284
Tilia Fiduciary Partners
North Carolina
$948K +$948K +3,433 New
SPC
1285
Stewart & Patten Company
California
$947K – – –
MIC
1286
Means Investment Company
Maine
$946K +$53.3K +193 +6%
PWP
1287
Perfromance Wealth Partners
Illinois
$944K +$944K +3,419 New
IBOK
1288
Independence Bank of Kentucky
Kentucky
$941K -$148K -537 -14%
RFN
1289
RDA Financial Network
Iowa
$941K +$109K +395 +13%
PIM
1290
Perpetual Investment Management
Australia
$939K – – –
CFCI
1291
Comprehensive Financial Consultants Institutional
Indiana
$939K +$939K +3,747 New
RCAG
1292
Rehmann Capital Advisory Group
Michigan
$931K -$17.4K -63 -2%
PPWP
1293
Proquility Private Wealth Partners
Nevada
$922K -$142K -593 -13%
FMTC
1294
Farmers & Merchants Trust Company
California
$918K -$221K -800 -19%
RBFC
1295
Roman Butler Fullerton & Co
Missouri
$917K +$276 +1 +0%
AIL
1296
AGF Investments LLC
Ontario, Canada
$915K +$443K +1,602 +94%
MWM
1297
Mattern Wealth Management
Kansas
$912K – – –
SCM
1298
Salem Capital Management
Massachusetts
$910K +$27.6K +100 +3%
CNB
1299
Camden National Bank
Maine
$907K +$4.42K +16 +0.5%
AWM
1300
Aries Wealth Management
Maine
$904K +$43.6K +158 +5%
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