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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 %
AOWM
1426
Alpha Omega Wealth Management
Virginia
$694K – – –
GIP
1427
Greatmark Investment Partners
Georgia
$692K – – –
SG
1428
Stonnington Group
California
$691K +$140K +535 +25%
WAS
1429
Wesleyan Assurance Society
United Kingdom
$690K – – –
MIM
1430
Merrion Investment Management
New Jersey
$690K +$138K +500 +25%
NAG
1431
Northstar Advisory Group
New Jersey
$690K +$690K +2,499 New
CA
1432
CoreCap Advisors
Michigan
$688K +$688K +2,492 New
FCFC
1433
First Citizens Financial Corp
Iowa
$686K – – –
CWM
1434
Cornerstone Wealth Management
Missouri
$685K +$80.2K +290 +13%
PCS
1435
Personal CFO Solutions
New Jersey
$685K +$80.7K +292 +13%
LC
1436
LCNB Corp
Ohio
$684K – – –
ACA
1437
Atlas Capital Advisors
Wyoming
$682K -$958K -3,468 -58%
VC
1438
Veracity Capital
Georgia
$681K -$2.21K -8 -0.3%
DG
1439
DMC Group
Alabama
$680K +$680K +2,874 New
LW
1440
Linscomb Wealth
Texas
$679K +$17.4K +63 +3%
KPCM
1441
Kings Point Capital Management
New York
$675K +$30.1K +109 +5%
SCFS
1442
S.C. Financial Services
Arizona
$674K +$674K +2,700 New
APA
1443
Astoria Portfolio Advisors
New York
$673K +$673K +2,437 New
KFA
1444
Krane Funds Advisors
New York
$671K +$154K +556 +30%
TF
1445
Trek Financial
Arizona
$670K +$189K +684 +39%
MCM
1446
McRae Capital Management
New Jersey
$669K -$27.6K -100 -4%
BCM
1447
BTR Capital Management
California
$668K – – –
EWA
1448
EverSource Wealth Advisors
Alabama
$667K +$667K +2,411 New
CIP
1449
Capital Insight Partners
Arizona
$666K -$52.5K -190 -7%
ABLA
1450
Alan B. Lancz & Associates
Ohio
$665K +$665K +2,406 New
56 57
58
59 60