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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
CDIA
2376
Capital Directions Investment Advisors
Georgia
– -$109K -470 Closed
KIG
2377
Kessler Investment Group
Indiana
– -$92K -400 Closed
CPWM
2378
Cypress Point Wealth Management
Texas
– -$79K -340 Closed
CPC
2379
Consolidated Planning Corp
Georgia
– -$68K -294 Closed
BMD
2380
Better Money Decisions
New Mexico
– -$64K -279 Closed
AL
2381
ADE LLC
Maryland
– -$58K -250 Closed
RA
2382
Resolute Advisors
California
– -$40K -171 Closed
RCM
2383
Regency Capital Management
Hawaii
– -$39K -170 Closed
RCA
2384
Ranch Capital Advisors
Florida
– -$33K -145 Closed
SWM
2385
Selective Wealth Management
Virginia
– -$27K -116 Closed
WLPWM
2386
Walled Lake Planning & Wealth Management
Illinois
– -$24K -106 Closed
RIA
2387
RPG Investment Advisory
California
– -$23K -100 Closed
IWA
2388
IBEX Wealth Advisors
New Jersey
– -$9K -38 Closed
SL
2389
Savior LLC
Massachusetts
– -$8K -35 Closed
CFA
2390
Cahill Financial Advisors
Minnesota
– -$6K -28 Closed
RTL
2391
Red Tortoise LLC
Georgia
– -$2K -7 Closed
CI
2392
Cordant Inc
Oregon
– -$1K -6 Closed
92 93 94 95
96

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.