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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 %
FCA
1626
FLC Capital Advisors
California
$487K – – –
IC
1627
Inverness Counsel
New York
$485K -$3.31K -12 -0.7%
BCM
1628
BTC Capital Management
Iowa
$485K +$485K +1,755 New
5L
1629
55I LLC
Massachusetts
$484K -$678K -2,455 -58%
HIS
1630
Horizon Investment Services
Indiana
$484K -$3.31K -12 -0.7%
SAM
1631
S.A. Mason
Michigan
$484K – – –
EI
1632
Ellevest Inc
New York
$483K +$335K +1,213 +226%
HWA
1633
HHM Wealth Advisors
Tennessee
$482K – – –
EFSCE
1634
Enterprise Financial Services Corp (EFSC)
Missouri
$481K +$9.12K +33 +2%
MWPCG
1635
Measured Wealth Private Client Group
New Hampshire
$481K +$14.9K +54 +3%
AT
1636
Arvest Trust
Oklahoma
$481K +$481K +1,742 New
OC
1637
Oarsman Capital
Wisconsin
$479K – – –
PWMAG
1638
Pinnacle Wealth Management Advisory Group
New Jersey
$478K -$5.52K -20 -1%
TGAM
1639
TBH Global Asset Management
Tennessee
$478K – – –
FCFS
1640
First Command Financial Services
Texas
$478K +$172K +623 +56%
CIP
1641
Convergence Investment Partners
Florida
$475K -$20.4K -74 -4%
HFG
1642
Heron Financial Group
New York
$475K – – –
OFW
1643
Omnia Family Wealth
Florida
$475K – – –
TCM
1644
Tradewinds Capital Management
Washington
$475K +$13.8K +50 +3%
NFG
1645
Nations Financial Group
Iowa
$474K +$13.3K +48 +3%
IFG
1646
Investors Financial Group
Minnesota
$473K -$1.38K -5 -0.3%
HPWM
1647
Highland Private Wealth Management
Washington
$473K +$39.2K +142 +9%
TIA
1648
Tiemann Investment Advisors
California
$472K -$13.8K -50 -3%
CFO
1649
Collective Family Office
Pennsylvania
$472K – – –
CFA
1650
CWS Financial Advisors
Michigan
$471K +$471K +1,704 New
64 65
66
67 68