LLY icon

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 %
NAMP
2001
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$235K +$235K +850 New
GWM
2002
Greenhouse Wealth Management
Connecticut
$235K +$235K +852 New
BG
2003
Benedetti & Gucer
Georgia
$234K -$41.1K -149 -15%
SOW
2004
State of Wyoming
Wyoming
$234K -$552 -2 -0.2%
SAMC
2005
Spectrum Asset Management (California)
California
$234K +$234K +846 New
PWM
2006
Provident Wealth Management
Tennessee
$234K +$234K +847 New
PIA
2007
Powell Investment Advisors
Florida
$234K +$234K +848 New
DWM
2008
Darwin Wealth Management
Florida
$233K +$243 +1 +0.1%
TRIA
2009
Trail Ridge Investment Advisors
Colorado
$233K +$233K +843 New
HCM
2010
Hollencrest Capital Management
California
$233K +$233K +843 New
ACM
2011
Ashford Capital Management
Delaware
$233K +$233K +843 New
PWA
2012
Physician Wealth Advisors
Utah
$232K – – –
CCB
2013
Cutter & Co Brokerage
Missouri
$232K +$232K +840 New
DA
2014
Detalus Advisors
Missouri
$232K +$232K +841 New
FC
2015
Forte Capital
New York
$231K -$19.9K -72 -8%
BFIM
2016
Beese Fulmer Investment Management
Ohio
$231K +$231K +837 New
PIM
2017
Penobscot Investment Management
Massachusetts
$229K +$229K +830 New
MFA
2018
Morling Financial Advisors
California
$228K +$228K +827 New
BA
2019
Bridgewater Advisors
New York
$227K +$227K +823 New
FG
2020
Foster Group
Iowa
$226K +$226K +819 New
ACG
2021
Allen Capital Group
Nebraska
$224K +$224K +810 New
WIA
2022
World Investment Advisors
California
$223K -$67.5K -281 -23%
SCM
2023
Seascape Capital Management
New Hampshire
$223K +$223K +806 New
RWM
2024
RKL Wealth Management
Pennsylvania
$223K +$223K +807 New
APW
2025
Acima Private Wealth
Virginia
$222K – – –
79 80
81
82 83