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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 %
CWA
2151
Clearview Wealth Advisors
Oregon
$112K +$5.25K +19 +5%
SC
2152
Seldon Capital
California
$112K +$112K +404 New
FPFS
2153
First Personal Financial Services
North Carolina
$111K -$269K -978 -71%
CIA
2154
Cascade Investment Advisors
Oregon
$110K – – –
PP
2155
PFS Partners
New Jersey
$110K +$110K +400 New
EARNEST Partners
2156
EARNEST Partners
Georgia
$110K – – –
RMC
2157
Resources Management Corp
Connecticut
$110K – – –
BAM
2158
Bellevue Asset Management
Washington
$110K – – –
MTIC
2159
Missouri Trust & Investment Company
Missouri
$110K +$110K +400 New
CM
2160
Cornerstone Management
Georgia
$110K +$110K +397 New
TCWA
2161
Ten Capital Wealth Advisors
Washington
$107K +$12.4K +45 +13%
S
2162
Surevest
California
$107K +$107K +388 New
TIM
2163
Tortoise Investment Management
New York
$103K +$27.3K +99 +36%
WB
2164
West Bancorporation
Iowa
$102K +$102K +371 New
LFA
2165
Level Financial Advisors
New York
$99K +$99K +358 New
VLKIM
2166
Van Lanschot Kempen Investment Management
Netherlands
$96K -$12.7K -46 -12%
SQA
2167
Simon Quick Advisors
New Jersey
$96K +$18.9K +68 +24%
TC
2168
Truvestments Capital
Florida
$95K – – –
HIM
2169
Hillsdale Investment Management
Ontario, Canada
$94K – – –
SSC
2170
Syverson Strege & Co
Iowa
$91K -$33.1K -120 -27%
TLCM
2171
Twin Lakes Capital Management
California
$90K – – –
SC
2172
Sierra Capital
Florida
$90K +$22K +80 +32%
AWM
2173
Accel Wealth Management
Iowa
$89K – – –
RDFA
2174
Ritter Daniher Financial Advisory
Ohio
$88K – – –
CSWM
2175
Cassady Schiller Wealth Management
Ohio
$88K +$88K +320 New
85 86
87
88 89