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Eli Lilly
LLY

2,304 hedge funds and large institutions have $217B invested in Eli Lilly in 2021 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 854 increasing their positions, 686 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 371 | Existing positions closed: 86

44% more funds holding in top 10

Funds holding in top 10: 55 → 79 (+24)

24% more repeat investments, than reductions

Existing positions increased: 854 | Existing positions reduced: 686

19% more capital invested

Capital invested by funds: $183B → $217B (+$34.5B)

12% more funds holding

Funds holding: 2,051 → 2,304 (+253)

0.29% less ownership

Funds ownership: 82.87% → 82.58% (-0.29%)

25% less call options, than puts

Call options by funds: $1.77B | Put options by funds: $2.37B

Holders
2,304
Holders Change
+253
Holders Change %
+12.34%
% of All Funds
35.45%
Holding in Top 10
79
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+43.64%
% of All Funds
1.22%
New
371
Increased
854
Reduced
686
Closed
86
Calls
$1.77B
Puts
$2.37B
Net Calls
-$597M
Net Calls Change
-$82.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$932M
2
Capital World Investors
Capital World Investors
California
+$590M
3
JP Morgan Chase
JP Morgan Chase
New York
+$333M
4
DZ Bank
DZ Bank
Germany
+$319M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$275M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.29B
2
Primecap Management
Primecap Management
California
-$763M
3
Franklin Resources
Franklin Resources
California
-$286M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$278M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$238M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
2201
American Research & Management Company
Massachusetts
$78K +$6.34K +25 +10%
RAM
2202
Riggs Asset Management
Pennsylvania
$73K -$2.28K -9 -3%
NF
2203
Norwood Financial
Pennsylvania
$70K +$64.6K +255 New
EL
2204
EMFO LLC
Florida
$69K – – –
CWM
2205
Curi Wealth Management
North Carolina
$64K +$59.3K +234 New
BAM
2206
Byrne Asset Management
New Jersey
$62K +$57K +225 New
DCM
2207
Disciplina Capital Management
Tennessee
$60.1K +$6.84K +27 +14%
CFFP
2208
Center for Financial Planning
Michigan
$57K +$1.77K +7 +4%
Bank Julius Baer & Co
2209
Bank Julius Baer & Co
Switzerland
$55K – – –
CC
2210
Corsicana & Co
Texas
$55K – – –
CWM
2211
Cranbrook Wealth Management
Michigan
$55K – – –
DWMG
2212
DB Wealth Management Group
California
$55K – – –
HWM
2213
Holloway Wealth Management
Florida
$55K – – –
BWS
2214
BCR Wealth Strategies
Alabama
$55K +$50.7K +200 New
DHGWA
2215
Dixon Hughes Goodman Wealth Advisors
North Carolina
$55K +$50.7K +200 New
UIA
2216
Ulland Investment Advisors
Minnesota
$55K +$50.7K +200 New
MUMSS
2217
Mitsubishi UFJ Morgan Stanley Securities
Japan
$52K -$48.2K -190 -50%
RK
2218
Rather & Kittrell
Tennessee
$52K +$48.4K +191 New
BHWM
2219
Beaird Harris Wealth Management
Texas
$51K +$47.2K +186 New
JAM
2220
JCIC Asset Management
Ontario, Canada
$50K +$16.5K +65 +57%
EC
2221
Estate Counselors
Wisconsin
$49K – – –
BIA
2222
Bell Investment Advisors
California
$45K +$6.08K +24 +17%
DWA
2223
Delos Wealth Advisors
Texas
$45K +$41.1K +162 New
ME
2224
McIlrath & Eck
Washington
$44K – – –
PCM
2225
Penserra Capital Management
California
$43K – – –
87 88
89
90 91

LLY Hedge Fund Activity: Q4 2021 in Review

2,304 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2021, worth a combined $217B — up 19% from $183B a quarter earlier.

Buyers outnumbered sellers: 371 funds opened new LLY positions and 86 closed out — a net gain of 285 holders — while 854 added to existing stakes and 686 trimmed.

The largest buyer was BlackRock, adding an estimated $932M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.29B.

  • 2,304 institutional investors held Eli Lilly (LLY) as of Q4 2021, up from 2,051 in Q3 2021.
  • Funds reported $217B of Eli Lilly stock for Q4 2021, up 19% quarter-over-quarter.
  • 371 funds opened new Eli Lilly positions in Q4 2021 and 86 closed out, a net change of +285 holders.
  • The largest Eli Lilly buyer in Q4 2021 was BlackRock, an estimated $932M added.
  • The largest Eli Lilly seller in Q4 2021 was T. Rowe Price Associates, an estimated $1.29B sold.

Based on aggregated 13F filings for Q4 2021.