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 %
IUHSA
2176
Itau Unibanco Holding S.A.
Brazil
$87K -$2.77K -10 -3%
UCB
2177
United Community Bank
South Carolina
$83.4K +$83.4K +302 New
SIS
2178
Sound Income Strategies
Florida
$83K – – –
MWA
2179
Moser Wealth Advisors
Washington
$83K – – –
AP
2180
Arlington Partners
Alabama
$83K +$83K +299 New
AIM
2181
AHL Investment Management
Florida
$83K +$83K +300 New
DMKJ
2182
David M. Knott Jr
$83K +$83K +300 New
SWA
2183
SOA Wealth Advisors
New York
$82K -$88.4K -320 -52%
PK
2184
Pflug Koory
Nebraska
$82K – – –
RA
2185
Rise Advisors
New York
$80.4K +$80.4K +291 New
RDIA
2186
RE Dickinson Investment Advisors
Iowa
$80K +$80K +288 New
NIM
2187
NuWave Investment Management
New Jersey
$80K +$80K +288 New
CAL
2188
Capital Analysts LLC
Pennsylvania
$78K – – –
ARMC
2189
American Research & Management Company
Massachusetts
$78K +$6.89K +25 +10%
RAM
2190
Riggs Asset Management
Pennsylvania
$73K -$2.49K -9 -3%
NF
2191
Norwood Financial
Pennsylvania
$70K +$70K +255 New
EL
2192
EMFO LLC
Florida
$69K – – –
CWM
2193
Curi Wealth Management
North Carolina
$64K +$64K +234 New
BAM
2194
Byrne Asset Management
New Jersey
$62K +$62K +225 New
DCM
2195
Disciplina Capital Management
Tennessee
$60.1K +$7.44K +27 +14%
CFFP
2196
Center for Financial Planning
Michigan
$57K +$1.93K +7 +4%
DWMG
2197
DB Wealth Management Group
California
$55K – – –
HWM
2198
Holloway Wealth Management
Florida
$55K -$46K – –
Bank Julius Baer & Co
2199
Bank Julius Baer & Co
Switzerland
$55K – – –
CWM
2200
Cranbrook Wealth Management
Michigan
$55K – – –
86 87
88
89 90