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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 %
TW
1826
TrinityPoint Wealth
Connecticut
$329K – – –
XF
1827
XML Financial
Maryland
$328K +$276 +1 +0.1%
TA
1828
TrueWealth Advisors
Alabama
$328K +$35.1K +127 +12%
OPA
1829
Old Port Advisors
Maine
$327K +$16.6K +64 +5%
ARC
1830
Advisor Resource Council
Texas
$326K +$326K +1,178 New
LRPA
1831
L. Roy Papp & Associates
Arizona
$324K +$552 +2 +0.2%
GWM
1832
Graybill Wealth Management
Illinois
$323K – – –
WA
1833
Wambolt & Associates
Colorado
$323K +$829 +3 +0.3%
FWM
1834
Focused Wealth Management
New York
$322K +$159K +575 +98%
CCMD
1835
Cypress Capital Management (Delaware)
Delaware
$321K -$9.95K -36 -3%
MVA
1836
Mount Vernon Associates
Maryland
$319K – – –
CFSG
1837
Clark Financial Services Group
Missouri
$319K – – –
TFO
1838
Tarbox Family Office
California
$319K +$2.21K +8 +0.7%
EVM
1839
Evelyn V. Moreno
$318K -$111K -400 -26%
BWA
1840
Beam Wealth Advisors
Louisiana
$317K -$125K -451 -28%
CC
1841
Courier Capital
New York
$317K – – –
NG
1842
Northstar Group
New York
$317K – – –
CL
1843
Choreo LLC
Illinois
$317K +$45.6K +165 +17%
LAM
1844
L2 Asset Management
Massachusetts
$317K +$317K +1,146 New
MCM
1845
Mainstay Capital Management
Michigan
$317K +$317K +1,149 New
IWA
1846
Intercontinental Wealth Advisors
Texas
$316K – – –
SCM
1847
Southport Capital Management
Tennessee
$315K +$315K +1,139 New
TC
1848
Trust Company
Kansas
$314K – – –
AO
1849
Advisor OS
Illinois
$314K +$10.5K +38 +3%
FI
1850
Fosun International
China
$312K – – –
72 73
74
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