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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 %
TAM
1926
Todd Asset Management
Kentucky
$276K +$276K +1,000 New
MS
1927
Maven Securities
Jersey
$275K -$68.3K -247 -20%
NIC
1928
Northwest Investment Counselors
Oregon
$275K -$5.53K -20 -2%
SAS
1929
Sanford Advisory Services
Michigan
$275K – – –
KA
1930
Klingman & Associates
New York
$274K +$7.19K +26 +3%
STA
1931
Summit Trail Advisors
New York
$274K +$274K +993 New
MA
1932
MJP Associates
Connecticut
$273K +$31.8K +117 +13%
HFS
1933
Heritage Financial Services
Massachusetts
$273K +$273K +990 New
PPWM
1934
Paragon Private Wealth Management
Kentucky
$273K +$273K +990 New
LA
1935
LVW Advisors
New York
$272K – – –
AWAP
1936
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$271K -$8.01K -29 -3%
PPP
1937
Private Portfolio Partners
New Jersey
$270K +$270K +978 New
GCM
1938
Gables Capital Management
Florida
$270K – – –
OA
1939
Oxbow Advisors
Texas
$269K – – –
LF
1940
Lee Financial
Texas
$268K +$4.16K +15 +2%
CA
1941
Claro Advisors
Massachusetts
$268K +$4.7K +17 +2%
CHJWM
1942
Carlton Hofferkamp & Jenks Wealth Management
Texas
$267K – – –
FNWM
1943
Financial Network Wealth Management
Utah
$267K – – –
OPOWM
1944
One Plus One Wealth Management
Florida
$265K – – –
SL
1945
Stevard LLC
Illinois
$265K +$265K +960 New
JCM
1946
Janney Capital Management
Pennsylvania
$264K -$1.66K -6 -0.6%
OBGC
1947
O'Brien Greene & Co
Pennsylvania
$264K +$15.5K +56 +6%
CSWG
1948
Cardinal Strategic Wealth Guidance
Kentucky
$263K – – –
ML
1949
McAdam LLC
Pennsylvania
$263K +$8.57K +31 +3%
BDWM
1950
Brewin Dolphin Wealth Management
Ireland
$262K – – –
76 77
78
79 80