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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 %
WMA
1451
West Michigan Advisors
Michigan
$664K +$664K +2,403 New
SSWM
1452
Sheets Smith Wealth Management
North Carolina
$663K +$276 +1 +0%
JWCA
1453
J.W. Coons Advisors
Ohio
$661K -$52.3K -189 -7%
RHJA
1454
Rice Hall James & Associates
California
$660K – – –
IA
1455
IFG Advisory
Georgia
$660K +$110K +399 +20%
BBI
1456
Baxter Bros Inc
Connecticut
$659K – – –
CFA
1457
Compass Financial Advisors
Indiana
$658K +$658K +2,381 New
EL
1458
Essex LLC
Illinois
$656K – – –
FEG
1459
Financial Enhancement Group
Indiana
$655K +$14.9K +54 +2%
MSA
1460
Marino Stram & Associates
Massachusetts
$655K +$107K +388 +20%
QPWM
1461
Quadrant Private Wealth Management
Pennsylvania
$654K +$2.76K +10 +0.4%
FFA
1462
Founders Financial Alliance
North Carolina
$653K +$9.67K +35 +2%
RCA
1463
Resonant Capital Advisors
Wisconsin
$651K +$61.3K +222 +10%
SIG
1464
Sargent Investment Group
Maryland
$649K -$22.1K -80 -3%
LCM
1465
Liberty Capital Management
Michigan
$649K +$13.8K +50 +2%
AIA
1466
Armor Investment Advisors
North Carolina
$646K – – –
CF
1467
Centaurus Financial
California
$642K +$94.8K +343 +17%
AAS
1468
Annex Advisory Services
Wisconsin
$641K +$123K +444 +24%
RCM
1469
RB Capital Management
Nevada
$640K +$276 +1 +0%
SIMG
1470
Sonora Investment Management Group
Arizona
$639K +$639K +2,313 New
WA
1471
Wealth Alliance
New York
$638K -$266K -963 -29%
PG
1472
Pendal Group
Australia
$637K -$1.87M -6,776 -75%
FNBOSM
1473
First National Bank of South Miami
Florida
$637K -$24K -87 -4%
WCA
1474
Westover Capital Advisors
Delaware
$637K – – –
GWM
1475
Greenwich Wealth Management
Connecticut
$633K -$27.9K -101 -4%
57 58
59
60 61