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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 %
CC
2201
Corsicana & Co
Texas
$55K – – –
DHGWA
2202
Dixon Hughes Goodman Wealth Advisors
North Carolina
$55K +$55K +200 New
BWS
2203
BCR Wealth Strategies
Alabama
$55K +$55K +200 New
UIA
2204
Ulland Investment Advisors
Minnesota
$55K +$55K +200 New
MUMSS
2205
Mitsubishi UFJ Morgan Stanley Securities
Japan
$52K -$52K -190 -50%
RK
2206
Rather & Kittrell
Tennessee
$52K +$52K +191 New
BHWM
2207
Beaird Harris Wealth Management
Texas
$51K +$51K +186 New
JAM
2208
JCIC Asset Management
Ontario, Canada
$50K +$18.1K +65 +57%
EC
2209
Estate Counselors
Wisconsin
$49K – – –
BIA
2210
Bell Investment Advisors
California
$45K +$6.67K +24 +17%
DWA
2211
Delos Wealth Advisors
Texas
$45K +$45K +162 New
ME
2212
McIlrath & Eck
Washington
$44K – – –
PCM
2213
Penserra Capital Management
California
$43K – – –
Loomis, Sayles & Company
2214
Loomis, Sayles & Company
Massachusetts
$42K -$17.2K -62 -29%
SFPG
2215
Stonebridge Financial Planning Group
Florida
$42K – – –
LTI
2216
Laffer Tengler Investments
Tennessee
$41.4K – – –
KC
2217
Knuff & Co
California
$41K – – –
IFA
2218
Interactive Financial Advisors
Illinois
$36K – – –
WWM
2219
Wagner Wealth Management
South Carolina
$35K +$4.92K +18 +16%
FP
2220
Financial Perspectives
Minnesota
$34.3K – – –
JWA
2221
JFS Wealth Advisors
Pennsylvania
$33K +$18.2K +66 +122%
NC
2222
NewSquare Capital
Pennsylvania
$31K – – –
LB
2223
Legacy Bridge
Iowa
$30K – – –
FPWM
2224
FSB Premier Wealth Management
Iowa
$30K +$30K +112 New
SC
2225
Stephens Consulting
Michigan
$29.8K +$29.8K +108 New
87 88
89
90 91