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 %
IEFM
2051
IQ EQ Fund Management
Ireland
$214K -$545K -1,970 -72%
SHA
2052
Seneca House Advisors
Virginia
$214K -$55.3K -200 -21%
PPW
2053
Pinnacle Private Wealth
Massachusetts
$214K +$214K +773 New
PPW
2054
Pasadena Private Wealth
California
$214K +$214K +775 New
EBA
2055
Eagle Bay Advisors
New York
$212K -$182K -657 -46%
CAN
2056
Claraphi Advisory Network
United States
$212K +$212K +766 New
UWM
2057
USAdvisors Wealth Management
Minnesota
$211K +$211K +763 New
SFP
2058
Sandbox Financial Partners
Maryland
$211K +$211K +766 New
CA
2059
Centerpoint Advisors
Massachusetts
$210K -$29.6K -107 -12%
CWM
2060
Campbell Wealth Management
Virginia
$210K +$210K +760 New
SFG
2061
Sunburst Financial Group
Alabama
$209K +$209K +755 New
SPP
2062
Single Point Partners
Massachusetts
$209K +$209K +756 New
IIA
2063
IPG Investment Advisors
California
$208K +$208K +750 New
SIA
2064
SkyView Investment Advisors
New Jersey
$208K +$208K +752 New
AW
2065
Avion Wealth
Texas
$207K – – –
AC
2066
Avestar Capital
New York
$207K +$207K +748 New
CBA
2067
Coastal Bridge Advisors
Connecticut
$207K +$207K +748 New
CCFM
2068
Clear Creek Financial Management
Washington
$207K +$207K +748 New
EAM
2069
Evanson Asset Management
California
$207K +$207K +748 New
ECM
2070
EagleClaw Capital Management
Massachusetts
$207K +$207K +750 New
NIM
2071
Nicollet Investment Management
Minnesota
$207K +$207K +750 New
UAS
2072
United Asset Strategies
New York
$207K +$207K +750 New
NFSG
2073
Newbridge Financial Services Group
Florida
$206K +$51.2K +185 +33%
HIC
2074
Holderness Investments Company
North Carolina
$206K +$206K +745 New
LBC
2075
Lawrence B. Cohen
$206K +$206K +746 New
81 82
83
84 85