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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 %
NCMW
2076
Northern Capital Management (Washington)
Washington
$205K +$205K +743 New
FH
2077
FWG Holdings
Florida
$205K +$205K +842 New
MHR
2078
Matthew Hamilton Rosenberg
$204K – – –
FANJ
2079
Financial Architects (New Jersey)
New Jersey
$204K +$204K +737 New
WCG
2080
Weaver Consulting Group
California
$204K +$204K +739 New
SEP
2081
Southland Equity Partners
Missouri
$204K +$204K +737 New
RGC
2082
Roberts, Glore & Co
Illinois
$203K +$203K +735 New
BSAM
2083
Blue Square Asset Management
New York
$203K +$203K +735 New
NWA
2084
Navis Wealth Advisors
New York
$203K +$203K +735 New
NME
2085
Notis-McConarty Edward
$202K +$202K +730 New
AAM
2086
Auxier Asset Management
Oregon
$201K +$201K +726 New
GSC
2087
Ground Swell Capital
South Carolina
$201K +$201K +727 New
FC
2088
Ferris Capital
Massachusetts
$201K +$201K +728 New
PSB
2089
Piscataqua Savings Bank
New Hampshire
$197K +$30.9K +112 +19%
DSC
2090
Duncker Streett & Co
Missouri
$195K -$50.5K -183 -21%
GTAM
2091
Global Trust Asset Management
Florida
$194K – – –
HRC
2092
Hoertkorn Richard Charles
$193K – – –
DI
2093
Disciplined Investments
Oklahoma
$193K – – –
LWA
2094
Lenox Wealth Advisors
New York
$188K +$15.5K +56 +9%
WOSD
2095
WFA of San Diego
California
$188K +$55.3K +200 +42%
TCWM
2096
Total Clarity Wealth Management
Illinois
$185K +$15.4K +56 +9%
CWC
2097
Carolinas Wealth Consulting
North Carolina
$183K -$44.7K -162 -20%
TFGT
2098
TS Financial Group (TSFG)
Illinois
$181K -$14.6K -53 -7%
AA
2099
Addison Advisors
Vermont
$181K +$1.38K +5 +0.8%
KFS
2100
Kelly Financial Services
Massachusetts
$181K -$1.66K -6 -0.9%
82 83
84
85 86