LLY icon

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 %
EMG
1701
ETF Managers Group
New Jersey
$425K -$112K -405 -21%
PWA
1702
Phoenix Wealth Advisors
North Carolina
$424K – – –
CB
1703
Cadence Bank
Mississippi
$423K – – –
LFA
1704
Legacy Financial Advisors
Kentucky
$423K +$40.9K +148 +11%
HI
1705
Hudock Inc
Pennsylvania
$422K +$829 +3 +0.2%
FCFC
1706
First Commonwealth Financial Corp
Pennsylvania
$421K – – –
BRC
1707
Bell Rock Capital
Delaware
$421K +$421K +1,578 New
GP
1708
Girard Partners
Pennsylvania
$420K -$27.6K -100 -6%
RWP
1709
Ridgecrest Wealth Partners
California
$420K – – –
WA
1710
Wealth Architects
California
$420K +$8.84K +32 +2%
TFCP
1711
Twin Focus Capital Partners
Massachusetts
$420K +$21.2K +77 +5%
UAML
1712
US Asset Management LLC
Pennsylvania
$419K – – –
HWM
1713
Horizon Wealth Management
Illinois
$419K +$419K +1,518 New
MSFP
1714
Mark Sheptoff Financial Planning
Connecticut
$417K +$2.76K +10 +0.7%
REMPR
1715
Roof Eidam Maycock Peralta (REMP)
California
$414K – – –
DW
1716
Domani Wealth
Pennsylvania
$414K – – –
VBCG
1717
Valley Brook Capital Group
Pennsylvania
$414K – – –
EW
1718
Evoke Wealth
California
$414K +$8.84K +32 +2%
PAA
1719
Peregrine Asset Advisers
Oregon
$414K +$414K +1,498 New
GP
1720
Geneva Partners
Wisconsin
$414K +$414K +1,500 New
MCM
1721
Mill Capital Management
North Carolina
$414K +$414K +1,500 New
SWM
1722
Stockman Wealth Management
Montana
$412K -$12.4K -45 -3%
AAM
1723
Autus Asset Management
Arizona
$412K -$6.91K -25 -2%
BFA
1724
Bragg Financial Advisors
North Carolina
$411K – – –
SAM
1725
Summit Asset Management
Tennessee
$411K +$17.1K +62 +4%
67 68
69
70 71