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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 %
WCM
1651
Wallace Capital Management
Texas
$470K +$47.7K +173 +11%
MWM
1652
Meridian Wealth Management
Kentucky
$468K +$42.5K +154 +10%
CWM
1653
Circle Wealth Management
New Jersey
$467K -$1.1K -4 -0.2%
SLA
1654
Silver Lake Advisory
Utah
$466K +$553 +2 +0.1%
MAG
1655
Mayfair Advisory Group
Alabama
$466K +$9.12K +35 +2%
CH
1656
Canton Hathaway
Rhode Island
$465K +$276K +1,000 +146%
BCM
1657
Brown Capital Management
Maryland
$464K -$26.4K -95 -5%
FCA
1658
FinTrust Capital Advisors
South Carolina
$464K – – –
FA
1659
Fermata Advisors
California
$462K +$13.8K +50 +3%
FA
1660
FC Advisory
Pennsylvania
$460K -$3.87K -14 -0.8%
NPPM
1661
North Point Portfolio Managers
Ohio
$453K – – –
AC
1662
Asio Capital
Kentucky
$452K – – –
FMP
1663
Financial Management Professionals
Texas
$452K +$829 +3 +0.2%
JSW
1664
Journey Strategic Wealth
New Jersey
$452K +$452K +1,636 New
LA
1665
LexAurum Advisors
Kansas
$451K -$21.5K -78 -5%
THWM
1666
Taylor Hoffman Wealth Management
Virginia
$450K – – –
CFN
1667
Cordasco Financial Network
Florida
$449K -$221K -800 -33%
FRM
1668
Fox Run Management
Connecticut
$449K +$449K +1,624 New
TSS
1669
Two Sigma Securities
New York
$449K +$449K +1,626 New
CWM
1670
Cahaba Wealth Management
Georgia
$447K -$37.6K -136 -8%
PCMC
1671
Paragon Capital Management (Colorado)
Colorado
$444K -$4.42K -16 -1%
TF
1672
Threadgill Financial
Texas
$444K – – –
WAAG
1673
Wealth Alliance Advisory Group
Kansas
$443K – – –
PGCM
1674
Prescott Group Capital Management
Oklahoma
$442K – – –
HT
1675
Heritage Trust
Oklahoma
$442K – – –
65 66
67
68 69