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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 %
AF
1351
Advisornet Financial
Minnesota
$804K +$45K +163 +6%
NCM
1352
Noesis Capital Mangement
Florida
$804K +$82.9K +300 +11%
VCAM
1353
Van Cleef Asset Management
Ohio
$801K -$41.1K -149 -5%
EWA
1354
Exencial Wealth Advisors
Oklahoma
$801K +$69.3K +251 +9%
PAM
1355
Pegasus Asset Management
New York
$800K – – –
JF
1356
JSF Financial
California
$792K +$1.11K +4 +0.1%
CWM
1357
Cabot Wealth Management
Massachusetts
$791K – – –
SWA
1358
Sutton Wealth Advisors
Florida
$788K +$11.9K +43 +2%
AIS
1359
American Investment Services
Massachusetts
$787K – – –
IDBONY
1360
Israel Discount Bank of New York
New York
$786K -$382K -1,384 -33%
MFG
1361
Magnus Financial Group
New York
$786K +$112K +405 +17%
RPCONE
1362
Retirement Planning Company of New England
Rhode Island
$786K +$786K +2,846 New
DPI
1363
Diversified Portfolios Inc
Michigan
$785K – – –
CCA
1364
Cobblestone Capital Advisors
New York
$785K +$158K +571 +25%
CGA
1365
Crescent Grove Advisors
Illinois
$783K +$69.1K +250 +10%
AF
1366
Arrow Financial
New York
$782K -$14.4K -52 -2%
PFA
1367
Pure Financial Advisors
California
$782K +$15.5K +56 +2%
XWM
1368
Xcel Wealth Management
Florida
$782K +$277K +1,001 +55%
WAP
1369
Wealthcare Advisory Partners
Pennsylvania
$780K +$80.3K +291 +11%
JMFC
1370
J.M. Forbes & Co
Massachusetts
$779K +$55.2K +200 +8%
PIMG
1371
Patriot Investment Management Group
Tennessee
$778K +$276 +1 +0%
GIA
1372
Guyasuta Investment Advisors
Pennsylvania
$773K – – –
FIA
1373
Foundations Investment Advisors
Arizona
$773K +$6.4K +25 +0.8%
VWM
1374
Vigilare Wealth Management
Arizona
$773K +$12.4K +45 +2%
CAAS
1375
Capital Asset Advisory Services
Michigan
$773K +$24.8K +90 +3%
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