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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 %
CA
1851
Carson Advisory
Georgia
$312K +$312K +1,130 New
CWM
1852
Connecticut Wealth Management
Connecticut
$311K -$4.69K -17 -1%
LC
1853
Lindbrook Capital
California
$311K – – –
TPW
1854
TL Private Wealth
Texas
$311K – – –
MCM
1855
MV Capital Management
Maryland
$311K +$4.7K +17 +2%
EIA
1856
Edgemoor Investment Advisors
Maryland
$310K -$1.66K -6 -0.5%
FOA
1857
Five Oceans Advisors
California
$310K +$3.59K +13 +1%
ATIA
1858
American Trust Investment Advisors
New Hampshire
$309K – – –
RVPG
1859
Relative Value Partners Group
$309K – – –
CT
1860
Columbia Trust
Oregon
$308K – – –
HWA
1861
HCR Wealth Advisors
California
$308K – – –
TLFA
1862
True Link Financial Advisors
California
$308K +$132K +479 +75%
IIC
1863
Integrated Investment Consultants
Michigan
$307K +$9.38K +34 +3%
VWM
1864
Venturi Wealth Management
Texas
$307K +$307K +1,113 New
PA
1865
PFG Advisors
Arizona
$304K – – –
JWM
1866
Jupiter Wealth Management
Colorado
$304K – – –
SAM
1867
SignalPoint Asset Management
Missouri
$304K +$275 +1 +0.1%
CA
1868
Continuum Advisory
Idaho
$302K -$1.66K -6 -0.5%
SIG
1869
Sky Investment Group
Connecticut
$302K – – –
SOAG
1870
Silver Oak Advisory Group
Oregon
$302K +$302K +1,092 New
NCM
1871
Narwhal Capital Management
Georgia
$301K -$42.6K -154 -12%
SWM
1872
Salvus Wealth Management
New Jersey
$301K +$51.4K +186 +21%
LSWM
1873
Lorne Steinberg Wealth Management
Canada
$300K – – –
GFP
1874
Gryphon Financial Partners
Ohio
$300K +$11.9K +43 +4%
FPGK
1875
Financial Partners Group (Kansas)
Kansas
$299K +$53.7K +219 +22%
73 74
75
76 77