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Eli Lilly
LLY

2,304 hedge funds and large institutions have $217B invested in Eli Lilly in 2021 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 854 increasing their positions, 686 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 371 | Existing positions closed: 86

44% more funds holding in top 10

Funds holding in top 10: 55 → 79 (+24)

24% more repeat investments, than reductions

Existing positions increased: 854 | Existing positions reduced: 686

19% more capital invested

Capital invested by funds: $183B → $217B (+$34.5B)

12% more funds holding

Funds holding: 2,051 → 2,304 (+253)

0.29% less ownership

Funds ownership: 82.87% → 82.58% (-0.29%)

25% less call options, than puts

Call options by funds: $1.77B | Put options by funds: $2.37B

Holders
2,304
Holders Change
+253
Holders Change %
+12.34%
% of All Funds
35.45%
Holding in Top 10
79
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+43.64%
% of All Funds
1.22%
New
371
Increased
854
Reduced
686
Closed
86
Calls
$1.77B
Puts
$2.37B
Net Calls
-$597M
Net Calls Change
-$82.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$932M
2
Capital World Investors
Capital World Investors
California
+$590M
3
JP Morgan Chase
JP Morgan Chase
New York
+$333M
4
DZ Bank
DZ Bank
Germany
+$319M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$275M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.29B
2
Primecap Management
Primecap Management
California
-$763M
3
Franklin Resources
Franklin Resources
California
-$286M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$278M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1851
Courier Capital
New York
$317K – – –
NG
1852
Northstar Group
New York
$317K – – –
CL
1853
Choreo LLC
Illinois
$317K +$41.8K +165 +17%
LAM
1854
L2 Asset Management
Massachusetts
$317K +$291K +1,146 New
MCM
1855
Mainstay Capital Management
Michigan
$317K +$291K +1,149 New
IWA
1856
Intercontinental Wealth Advisors
Texas
$316K – – –
SCM
1857
Southport Capital Management
Tennessee
$315K +$289K +1,139 New
TC
1858
Trust Company
Kansas
$314K – – –
AO
1859
Advisor OS
Illinois
$314K +$9.63K +38 +3%
FI
1860
Fosun International
China
$312K – – –
CA
1861
Carson Advisory
Georgia
$312K +$286K +1,130 New
CWM
1862
Connecticut Wealth Management
Connecticut
$311K -$4.31K -17 -1%
LC
1863
Lindbrook Capital
California
$311K – – –
TPW
1864
TL Private Wealth
Texas
$311K – – –
MCM
1865
MV Capital Management
Maryland
$311K +$4.31K +17 +2%
EIA
1866
Edgemoor Investment Advisors
Maryland
$310K -$1.52K -6 -0.5%
FOA
1867
Five Oceans Advisors
California
$310K +$3.3K +13 +1%
ATIA
1868
American Trust Investment Advisors
New Hampshire
$309K – – –
RVPG
1869
Relative Value Partners Group
$309K – – –
CT
1870
Columbia Trust
Oregon
$308K – – –
HWA
1871
HCR Wealth Advisors
California
$308K – – –
TLFA
1872
True Link Financial Advisors
California
$308K +$121K +479 +75%
IIC
1873
Integrated Investment Consultants
Michigan
$307K +$8.62K +34 +3%
VWM
1874
Venturi Wealth Management
Texas
$307K +$282K +1,113 New
JWM
1875
Jupiter Wealth Management
Colorado
$304K – – –
73 74
75
76 77

LLY Hedge Fund Activity: Q4 2021 in Review

2,304 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2021, worth a combined $217B — up 19% from $183B a quarter earlier.

Buyers outnumbered sellers: 371 funds opened new LLY positions and 86 closed out — a net gain of 285 holders — while 854 added to existing stakes and 686 trimmed.

The largest buyer was BlackRock, adding an estimated $932M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.29B.

  • 2,304 institutional investors held Eli Lilly (LLY) as of Q4 2021, up from 2,051 in Q3 2021.
  • Funds reported $217B of Eli Lilly stock for Q4 2021, up 19% quarter-over-quarter.
  • 371 funds opened new Eli Lilly positions in Q4 2021 and 86 closed out, a net change of +285 holders.
  • The largest Eli Lilly buyer in Q4 2021 was BlackRock, an estimated $932M added.
  • The largest Eli Lilly seller in Q4 2021 was T. Rowe Price Associates, an estimated $1.29B sold.

Based on aggregated 13F filings for Q4 2021.