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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
$17.6B
2
Capital World Investors
Capital World Investors
California
$5.28B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.7B
4
DZ Bank
DZ Bank
Germany
$1.25B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$591M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.96B
2
Primecap Management
Primecap Management
California
$8.2B
3
Franklin Resources
Franklin Resources
California
$769M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$7.54B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
2276
Belmont Capital
California
$3K +$3K +10 New
BIM
2277
Baldwin Investment Management
Pennsylvania
$2.07K +$148 +535 +8%
KA
2278
Kozak & Associates
Colorado
$2K – – –
BWL
2279
Bogart Wealth LLC
Virginia
$2K – – –
AWA
2280
Aquire Wealth Advisors
Utah
$2K +$2K +6 New
MG
2281
MilWealth Group
Wisconsin
$1.93K – – –
WA
2282
WestEnd Advisors
North Carolina
$1.66K +$1.66K +6 New
SFCL
2283
Strengthening Families & Communities LLC
Massachusetts
$1.49K +$1.49K +5,405 New
FHC
2284
First Heartland Consultants
Missouri
$1.18K -$12 -43 -1%
AWMS
2285
Advocacy Wealth Management Services
Georgia
$1K – – –
TFA
2286
Transamerica Financial Advisors
Florida
$1K – – –
ACK
2287
Andrew C. Karlinski
$1K +$1K +5 New
MP
2288
McDonald Partners
Ohio
$552 +$552 +2 New
ACM
2289
Absolute Capital Management
Pennsylvania
$552 +$552 +2 New
RTC
2290
Riverview Trust Company
Washington
$537 – – –
LWM
2291
Liberty Wealth Management
California
$246 -$17 -60 -6%
WIM
2292
Westside Investment Management
California
$151 – – –
FFG
2293
Ford Financial Group
California
$124 +$124 +450 New
A
2294
AustralianSuper
Australia
– -$97.1M -420,295 Closed
ACI
2295
AMP Capital Investors
Australia
– -$50.7M -219,598 Closed
Holocene Advisors
2296
Holocene Advisors
New York
– -$42.3M -183,112 Closed
CA
2297
CastleArk Alternatives
Illinois
– -$40.6M -175,845 Closed
Qube Research & Technologies (QRT)
2298
Qube Research & Technologies (QRT)
United Kingdom
– -$21.7M -93,983 Closed
Voloridge Investment Management
2299
Voloridge Investment Management
Florida
– -$17M -73,470 Closed
JAM
2300
Jupiter Asset Management
United Kingdom
– -$13.2M -57,025 Closed
90 91
92
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