We are live on ! Find out more
LLY icon

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
PA
1876
PFG Advisors
Arizona
$304K – – –
SAM
1877
SignalPoint Asset Management
Missouri
$304K +$254 +1 +0.1%
CA
1878
Continuum Advisory
Idaho
$302K -$1.52K -6 -0.5%
SIG
1879
Sky Investment Group
Connecticut
$302K – – –
SOAG
1880
Silver Oak Advisory Group
Oregon
$302K +$277K +1,092 New
NCM
1881
Narwhal Capital Management
Georgia
$301K -$39K -154 -12%
SWM
1882
Salvus Wealth Management
New Jersey
$301K +$47.2K +186 +21%
LSWM
1883
Lorne Steinberg Wealth Management
Canada
$300K – – –
GFP
1884
Gryphon Financial Partners
Ohio
$300K +$10.9K +43 +4%
FPGK
1885
Financial Partners Group (Kansas)
Kansas
$299K +$55.5K +219 +22%
SF
1886
Summit Financial
New Jersey
$297K +$273K +1,077 New
TWM
1887
Thrive Wealth Management
Pennsylvania
$297K +$273K +1,075 New
AFG
1888
Albion Financial Group
Utah
$296K +$12.2K +48 +5%
ZIG
1889
Zullo Investment Group
Pennsylvania
$295K +$271K +1,068 New
FL
1890
Fort LP
Maryland
$294K -$830K -3,275 -75%
SP
1891
Successful Portfolios
Florida
$294K – – –
VCG
1892
Vantage Consulting Group
Virginia
$294K +$12.7K +50 +5%
SA
1893
Syntax Advisors
New York
$294K +$270K +1,064 New
LWM
1894
Laidlaw Wealth Management
New York
$294K +$270K +1,065 New
AF
1895
Aldebaran Financial
$293K – – –
CF
1896
Copperwynd Financial
Arizona
$293K +$269K +1,060 New
TFA
1897
Triad Financial Advisors
North Carolina
$293K +$269K +1,061 New
MFG
1898
Mission Financial Group
Nevada
$290K +$68.4K +270 New
WWM
1899
WT Wealth Management
Arizona
$290K – – –
BFS
1900
Beacon Financial Strategies
North Carolina
$288K – – –
74 75
76
77 78

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.