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 %
FRA
1751
Front Row Advisors
California
$386K – – –
KFGK
1752
Keystone Financial Group (Kentucky)
Kentucky
$385K +$21K +76 +6%
FAG
1753
Financial Advisory Group
Texas
$384K +$276 +1 +0.1%
WCFA
1754
Walkner Condon Financial Advisors
Wisconsin
$383K -$2.21K -8 -0.6%
CCM
1755
Copeland Capital Management
Pennsylvania
$382K – – –
GFPC
1756
Global Financial Private Client
Florida
$381K +$113K +409 +42%
NF
1757
NTB Financial
Colorado
$380K +$380K +1,375 New
JCM
1758
J2 Capital Management
Michigan
$379K +$379K +1,372 New
JE
1759
JMAC Enterprises
Pennsylvania
$379K +$379K +1,580 New
MC
1760
Miramar Capital
Illinois
$378K -$13.8K -50 -4%
WPP
1761
Whalerock Point Partners
Rhode Island
$377K – – –
OHWP
1762
Oak Harbor Wealth Partners
North Carolina
$374K +$374K +1,353 New
GC
1763
Garde Capital
Washington
$373K – – –
RA
1764
Riverstone Advisors
Texas
$373K – – –
MA
1765
MBA Advisors
Pennsylvania
$373K +$4.97K +18 +1%
SFS
1766
Summit Financial Strategies
Ohio
$372K – – –
GWM
1767
Gitterman Wealth Management
New Jersey
$372K +$372K +1,347 New
CCP
1768
Cassia Capital Partners
North Carolina
$372K +$372K +1,348 New
HPWA
1769
Hall Private Wealth Advisors
North Carolina
$371K – – –
PMFA
1770
Plante Moran Financial Advisors
Michigan
$370K -$30.6K -111 -8%
HFAS
1771
Hummer Financial Advisory Services
Illinois
$367K -$178K -644 -33%
CPIA
1772
Cornell Pochily Investment Advisors
New York
$367K – – –
WCA
1773
Waypoint Capital Advisors
Minnesota
$367K +$367K +1,327 New
CCM
1774
Canal Capital Management
Virginia
$366K +$276 +1 +0.1%
GSEP
1775
Golden State Equity Partners
California
$365K -$2.21K -8 -0.6%
69 70
71
72 73