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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 %
PCMC
1901
Private Capital Management (Colorado)
Colorado
$281K +$281K +1,018 New
KL
1902
KilterHowling LLC
Colorado
$281K +$281K +1,016 New
CCM
1903
Cribstone Capital Management
Maine
$280K – – –
PO
1904
Private Ocean
California
$279K – – –
PWAG
1905
Polaris Wealth Advisory Group
California
$279K – – –
SIMM
1906
Stillwater Investment Management (Minnesota)
Minnesota
$279K +$829 +3 +0.3%
AWM
1907
Accurate Wealth Management
Florida
$279K +$15.9K +62 +6%
AIM
1908
Avity Investment Management
Connecticut
$278K +$19.4K +70 +7%
PHS
1909
Pekin Hardy Strauss
Illinois
$277K -$27.6K -100 -9%
TFF
1910
The Family Firm
Maryland
$277K +$828 +3 +0.3%
MCM
1911
Manchester Capital Management
Vermont
$277K +$6.35K +23 +2%
CWM
1912
Cordatus Wealth Management
Pennsylvania
$277K +$277K +1,003 New
WP
1913
WealthShield Partners
North Carolina
$277K +$277K +1,003 New
DAM
1914
Doheny Asset Management
California
$276K -$89.7K -325 -25%
CPSAC
1915
Chas P. Smith & Associates (CPS)
Florida
$276K -$1.38K -5 -0.5%
MIM
1916
Montgomery Investment Management
Maryland
$276K – – –
SC
1917
Searle & Co
Connecticut
$276K – – –
JWBC
1918
J.W. Burns & Co
New York
$276K – – –
CT
1919
Clearstead Trust
Maine
$276K – – –
NF
1920
Nikulski Financial
Iowa
$276K – – –
PWM
1921
PRW Wealth Management
Massachusetts
$276K – – –
CBT
1922
CoreFirst Bank & Trust
Kansas
$276K – – –
TAM
1923
Todd Asset Management
Kentucky
$276K +$276K +1,000 New
PCM
1924
Palisade Capital Management
New Jersey
$276K +$276K +1,000 New
FA
1925
Financial Advantage
Maryland
$276K +$276K +1,000 New
75 76
77
78 79