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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 %
PFA
1801
Plotkin Financial Advisors
Maryland
$349K – – –
BONH
1802
Bank of New Hampshire
New Hampshire
$349K – – –
PWM
1803
Prentice Wealth Management
New York
$348K -$6.07K -22 -2%
EM
1804
Excalibur Management
Massachusetts
$348K – – –
GWS
1805
Glassman Wealth Services
Virginia
$348K +$30.1K +109 +9%
MKA
1806
M. Kulyk & Associates
Georgia
$348K +$348K +1,260 New
EFG
1807
Everhart Financial Group
Ohio
$348K +$348K +1,260 New
MIM
1808
Miller Investment Management
Pennsylvania
$345K – – –
TCM
1809
Traynor Capital Management
Pennsylvania
$345K +$13.8K +50 +4%
DCM
1810
DGS Capital Management
New Jersey
$344K +$344K +1,246 New
CFAM
1811
Center For Asset Management
Florida
$340K +$61.4K +222 +22%
RWA
1812
RGT Wealth Advisors
Texas
$339K +$339K +1,228 New
BDF
1813
Black Diamond Financial
Maryland
$338K +$338K +1,222 New
CLOS
1814
Compagnie Lombard Odier SCmA
Switzerland
$333K +$82.9K +300 +33%
FWM
1815
Fingerlakes Wealth Management
New York
$333K +$333K +1,197 New
Members Trust
1816
Members Trust
Florida
$332K +$1.66K +6 +0.5%
CA
1817
Cullinan Associates
Kentucky
$331K -$138K -500 -29%
PI
1818
Pettee Investors
Connecticut
$331K – – –
NRS
1819
Neville Rodie & Shaw
New York
$331K – – –
SIC
1820
Sterling Investment Counsel
New York
$331K +$331K +1,197 New
T
1821
TCWP
Ohio
$331K +$331K +1,199 New
ST
1822
Sentinel Trust
Texas
$331K +$331K +1,200 New
CCT
1823
Chemung Canal Trust
New York
$330K – – –
RCG
1824
Regatta Capital Group
California
$330K +$330K +1,195 New
JC
1825
JB Capital
Connecticut
$329K +$51.4K +186 +19%
71 72
73
74 75