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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 %
BCAM
1376
Boston Common Asset Management
Massachusetts
$770K +$41.7K +151 +6%
MSR
1377
Main Street Research
Connecticut
$767K +$1.94K +7 +0.3%
SIM
1378
Sadoff Investment Management
Wisconsin
$764K +$4.15K +15 +0.5%
6F
1379
626 Financial
Michigan
$764K +$764K +2,766 New
PBO
1380
Peoples Bank (Ohio)
Ohio
$762K -$5.53K -20 -0.7%
CWP
1381
CFM Wealth Partners
Texas
$762K +$57.3K +211 +8%
MJP
1382
Michael J. Puzo
$760K -$44.8K -162 -6%
MSS
1383
Mitchell Sinkler & Starr
Pennsylvania
$757K -$166K -600 -18%
IA
1384
IFP Advisors
Florida
$757K -$161K -579 -18%
MCM
1385
Marathon Capital Management
Maryland
$756K -$263K -951 -26%
AWM
1386
Altavista Wealth Management
North Carolina
$755K – – –
TSS
1387
Thomas Story & Son
Indiana
$754K – – –
SWA
1388
SFMG Wealth Advisors
Texas
$752K +$21.5K +78 +3%
MWM
1389
Minot Wealth Management
Massachusetts
$752K +$39.2K +142 +6%
TAM
1390
Taurus Asset Management
New York
$751K – – –
B
1391
Barings
North Carolina
$749K -$17.9K -65 -2%
EGA
1392
E&G Advisors
Texas
$746K – – –
WPC
1393
Wedmont Private Capital
Pennsylvania
$741K +$741K +2,967 New
BAM
1394
Barrett Asset Management
New York
$739K +$332K +1,200 +81%
SW
1395
SteelPeak Wealth
California
$738K -$153K -555 -17%
PWLP
1396
Prio Wealth Limited Partnership
Massachusetts
$738K -$29.6K -107 -4%
PFS
1397
Physicians Financial Services
North Carolina
$737K – – –
TA
1398
Trellis Advisors
Washington
$735K -$2.21K -8 -0.3%
WP
1399
WealthPLAN Partners
Nebraska
$735K +$188K +766 +34%
APP
1400
Avantax Planning Partners
Iowa
$732K +$179K +649 +32%
54 55
56
57 58