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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 %
SF
1876
Summit Financial
New Jersey
$297K +$297K +1,077 New
TWM
1877
Thrive Wealth Management
Pennsylvania
$297K +$297K +1,075 New
AFG
1878
Albion Financial Group
Utah
$296K +$13.2K +48 +5%
ZIG
1879
Zullo Investment Group
Pennsylvania
$295K +$295K +1,068 New
FL
1880
Fort LP
Maryland
$294K -$904K -3,275 -75%
SP
1881
Successful Portfolios
Florida
$294K – – –
VCG
1882
Vantage Consulting Group
Virginia
$294K +$13.8K +50 +5%
SA
1883
Syntax Advisors
New York
$294K +$294K +1,064 New
LWM
1884
Laidlaw Wealth Management
New York
$294K +$294K +1,065 New
AF
1885
Aldebaran Financial
$293K – – –
CF
1886
Copperwynd Financial
Arizona
$293K +$293K +1,060 New
TFA
1887
Triad Financial Advisors
North Carolina
$293K +$293K +1,061 New
WWM
1888
WT Wealth Management
Arizona
$290K – – –
BMCM
1889
Burns Matteson Capital Management
New York
$288K – – –
HL
1890
HeadInvest LLC
Maine
$287K -$9.68K -35 -3%
SS
1891
Sunbelt Securities
Texas
$286K -$2.64K -11 -0.9%
AIP
1892
Ahrens Investment Partners
Louisiana
$284K – – –
ES
1893
Eagle Strategies
New York
$284K +$284K +1,026 New
TC
1894
Tatro Capital
Kentucky
$283K -$171K -620 -38%
CVM
1895
Cheviot Value Management
California
$283K – – –
APF
1896
Alaska Permanent Fund
Alaska
$283K +$283K +1,154 New
AWM
1897
Aberdeen Wealth Management
Illinois
$282K – – –
DLHL
1898
Donald L. Hagan LLC
Florida
$282K +$5.53K +20 +2%
LCP
1899
Legacy Capital Partners
Wisconsin
$281K -$24.9K -90 -8%
LF
1900
Lantz Financial
Illinois
$281K – – –
74 75
76
77 78