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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 %
AWA
2101
Amplius Wealth Advisors
Pennsylvania
$180K +$180K +654 New
PFGIA
2102
Patriot Financial Group Insurance Agency
Massachusetts
$179K +$827 +3 +0.5%
HR
2103
Howe & Rusling
New York
$178K – – –
TJHA
2104
Thomas J. Herzfeld Advisors
Florida
$177K – – –
KFI
2105
Key Financial Inc
Pennsylvania
$174K -$27.6K -100 -14%
ACM
2106
AUA Capital Management
Pennsylvania
$174K – – –
PGAM
2107
Princeton Global Asset Management
New Jersey
$173K – – –
JFA
2108
JNBA Financial Advisors
Minnesota
$173K +$24.2K +88 +16%
CFG
2109
CKW Financial Group
Hawaii
$170K +$565 +2 +0.3%
APC
2110
Aspire Private Capital
North Carolina
$170K +$3.59K +13 +2%
GAM
2111
Gemmer Asset Management
California
$167K – – –
GWMIA
2112
Global Wealth Management Investment Advisory
Florida
$166K – – –
CAL
2113
Capital Advisors Ltd
Ohio
$165K +$14.9K +54 +10%
CA
2114
Crewe Advisors
Utah
$163K – – –
PWMG
2115
Prestige Wealth Management Group
New Jersey
$162K -$16.3K -59 -9%
CB
2116
CNB Bank
Pennsylvania
$162K – – –
PAI
2117
Pittenger & Anderson Inc
Nebraska
$160K +$152K +550 +1,833%
TWM
2118
Tradition Wealth Management
Minnesota
$159K – – –
WR
2119
WD Rutherford
Oregon
$157K – – –
HCM
2120
Highlander Capital Management
New Jersey
$157K +$72K +260 +85%
BBPWM
2121
Blue Bell Private Wealth Management
Pennsylvania
$149K +$149K +538 New
SN
2122
Sittner & Nelson
Oregon
$145K – – –
FFA
2123
Freedman Financial Associates
Massachusetts
$145K – – –
GWSG
2124
GPS Wealth Strategies Group
Colorado
$143K -$40.7K -147 -22%
IWP
2125
IAG Wealth Partners
Wisconsin
$140K -$14.7K -53 -9%
83 84
85
86 87