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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 %
ZF
1976
Zhang Financial
Michigan
$248K +$5.79K +21 +2%
BWP
1977
Baldwin Wealth Partners
Massachusetts
$247K +$20.7K +75 +9%
QWM
1978
Quaker Wealth Management
New Jersey
$247K +$247K +896 New
QT
1979
Quantamental Technologies
New York
$245K +$245K +887 New
RWM
1980
Reston Wealth Management
Virginia
$244K +$553 +2 +0.2%
EAM
1981
Empirical Asset Management
Massachusetts
$243K +$243K +878 New
SMG
1982
Spectrum Management Group
Indiana
$242K -$80.1K -290 -25%
WI
1983
WrapManager Inc
California
$241K +$241K +874 New
SFP
1984
Sweet Financial Partners
Minnesota
$241K +$241K +874 New
DIA
1985
Dean Investment Associates
Ohio
$240K – – –
PAMG
1986
Patton Albertson Miller Group
Tennessee
$240K – – –
FMB
1987
Field & Main Bank
Kentucky
$240K – – –
COCM
1988
Charter Oak Capital Management
New Hampshire
$240K – – –
OWP
1989
Obermeyer Wealth Partners
Colorado
$240K +$240K +870 New
EIP
1990
Ellis Investment Partners
Pennsylvania
$238K +$30.6K +111 +15%
VWM
1991
Valley Wealth Managers
New Jersey
$238K +$238K +860 New
LA
1992
Legacy Advisors
Pennsylvania
$238K +$238K +861 New
RWP
1993
RWA Wealth Partners
Massachusetts
$238K +$238K +861 New
RPCA
1994
Running Point Capital Advisors
California
$238K +$238K +861 New
WW
1995
Waterfront Wealth
Kansas
$238K +$238K +863 New
ZIG
1996
Zuckerman Investment Group
Illinois
$238K +$238K +863 New
TPA
1997
Trivium Point Advisory
Connecticut
$237K +$237K +857 New
SFP
1998
Sterling Financial Planning
New Jersey
$235K – – –
AC
1999
Applied Capital
Arkansas
$235K +$235K +850 New
CA
2000
Callahan Advisors
Texas
$235K +$235K +850 New
78 79
80
81 82