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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 %
UF
1476
Univest Financial
Pennsylvania
$633K – – –
AFS
1477
Axiom Financial Strategies
Indiana
$633K – – –
DDPIC
1478
Deroy & Devereaux Private Investment Counsel
Michigan
$628K – – –
FPCP
1479
Fort Point Capital Partners
California
$625K -$1.38K -5 -0.2%
EFM
1480
E Fund Management
China
$623K -$4.97K -18 -0.8%
LP
1481
LGL Partners
Pennsylvania
$623K – – –
MLFP
1482
MPS Loria Financial Planners
Illinois
$622K +$276 +1 +0%
AT
1483
American Trust
Kentucky
$620K +$620K +2,244 New
MRCM
1484
M&R Capital Management
New Jersey
$619K +$22.4K +81 +4%
CAG
1485
Csenge Advisory Group
Florida
$618K -$382K -1,655 -38%
GA
1486
Geller Advisors
New York
$618K +$19.6K +71 +3%
ARMT
1487
Amica Retiree Medical Trust
Rhode Island
$617K – – –
PFBT
1488
Parkside Financial Bank & Trust
Missouri
$616K -$14.9K -54 -2%
WC
1489
Westhampton Capital
North Carolina
$616K – – –
CCA
1490
Childress Capital Advisors
Texas
$616K +$15.7K +57 +3%
SFS
1491
Security Financial Services
Indiana
$616K +$616K +2,229 New
MCM
1492
Monument Capital Management
Virginia
$614K +$29.3K +106 +5%
Verition Fund Management
1493
Verition Fund Management
Connecticut
$611K -$228K -825 -27%
TWP
1494
Tempus Wealth Planning
California
$611K – – –
GA
1495
Greenspring Advisors
Maryland
$610K +$610K +2,208 New
FIM
1496
Fruth Investment Management
Texas
$608K – – –
CP
1497
Camelot Portfolios
Ohio
$608K +$608K +2,200 New
BWM
1498
BerganKDV Wealth Management
Minnesota
$605K +$7.19K +26 +1%
MIM
1499
Marco Investment Management
Georgia
$605K +$25.4K +92 +4%
CFO
1500
CVA Family Office
Colorado
$605K +$305K +1,105 +102%
58 59
60
61 62