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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 %
ICG
1526
InterOcean Capital Group
Tennessee
$573K -$213K -773 -27%
WP
1527
Wealthspan Partners
Iowa
$573K +$573K +2,074 New
DAM
1528
Draper Asset Management
New York
$569K -$1.38K -5 -0.2%
MIM
1529
Moseley Investment Management
Florida
$568K – – –
CAM
1530
Close Asset Management
United Kingdom
$566K -$52.5K -190 -8%
WIC
1531
Wilkins Investment Counsel
Massachusetts
$566K – – –
MCWS
1532
McKinley Carter Wealth Services
West Virginia
$566K +$553 +2 +0.1%
VCM
1533
Vivaldi Capital Management
Illinois
$565K +$1.66K +6 +0.3%
LGA
1534
Lebenthal Global Advisors
New York
$561K +$561K +2,034 New
IP
1535
Intellectus Partners
California
$560K +$22.9K +83 +4%
GG
1536
Golden Green
South Carolina
$559K +$122K +442 +28%
MFC
1537
Morris Financial Concepts
South Carolina
$558K +$558K +2,019 New
AFP
1538
Ausdal Financial Partners
Iowa
$557K -$24.9K -90 -4%
AIC
1539
Archer Investment Corporation
Indiana
$556K -$2.76K -10 -0.5%
NL
1540
Navalign LLC
California
$555K -$41.4K -150 -7%
OCG
1541
Opus Capital Group
Ohio
$555K +$828 +3 +0.1%
WMP
1542
Wealth Management Partners
Arizona
$554K -$49K -177 -8%
FFMBT
1543
First Farmers & Merchants Bank Trust
Tennessee
$554K +$554K +2,005 New
RC
1544
Roundview Capital
New Jersey
$553K – – –
HWM
1545
HighMark Wealth Management
Minnesota
$553K – – –
LPIC
1546
LeJeune Puetz Investment Counsel
Michigan
$552K -$66.8K -242 -11%
DBT
1547
Dubuque Bank & Trust
Iowa
$552K -$28.2K -102 -5%
CC
1548
Cannell & Co
New York
$552K – – –
DMC
1549
Drexel Morgan & Co
Pennsylvania
$552K – – –
HIG
1550
Heritage Investment Group
Florida
$552K +$552K +2,000 New
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