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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 %
HCMG
1951
Howard Capital Management Group
California
$262K +$12.7K +46 +5%
TAIM
1952
TD Ameritrade Investment Management
Nebraska
$262K +$74.1K +268 +39%
GG
1953
Greenwood Gearhart
Arkansas
$260K -$1.66K -6 -0.6%
SFA
1954
Souders Financial Advisors
Ohio
$258K +$7.2K +26 +3%
WPW
1955
Warther Private Wealth
Ohio
$258K +$258K +950 New
IP
1956
Ignite Planners
California
$258K +$258K +1,043 New
HWIS
1957
Hancock Whitney Investment Services
Louisiana
$257K +$257K +931 New
FCB
1958
First Command Bank
Texas
$256K – – –
AIP
1959
Almanack Investment Partners
Pennsylvania
$256K +$256K +927 New
WH
1960
Willner & Heller
California
$255K +$255K +1,104 New
DOA
1961
D'Orazio & Associates
Virginia
$254K +$46.4K +168 +22%
BA
1962
Ballast Advisors
Minnesota
$254K +$254K +920 New
GEA
1963
Glen Eagle Advisors
New Jersey
$254K -$17.1K -62 -6%
EA
1964
Echo45 Advisors
California
$253K +$253K +916 New
PFWA
1965
Paces Ferry Wealth Advisors
Georgia
$252K -$6.07K -22 -2%
RCG
1966
Rock Creek Group
District of Columbia
$252K +$13.6K +49 +6%
AAMA
1967
Advanced Asset Management Advisors
Ohio
$251K – – –
IC
1968
Inscription Capital
Texas
$250K +$250K +904 New
TPWM
1969
Twelve Points Wealth Management
Massachusetts
$250K +$250K +904 New
FAFN
1970
First Affirmative Financial Network
Colorado
$250K +$250K +905 New
FWM
1971
Fairhaven Wealth Management
Illinois
$249K -$2.49K -9 -1%
BMC
1972
Benin Management Corp
Connecticut
$249K – – –
SWM
1973
Sculati Wealth Management
Michigan
$249K – – –
BPFA
1974
Barnes Pettey Financial Advisors
Mississippi
$249K +$249K +900 New
CPA
1975
Capital Planning Advisors
California
$249K +$249K +902 New
77 78
79
80 81