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Eli Lilly
LLY

Overview Fund Activity

2,434 hedge funds and large institutions have $255B invested in Eli Lilly in 2022 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 864 increasing their positions, 911 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
+100
Holders Change %
+4.28%
% of All Funds
41.16%
Holding in Top 10
182
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+78.43%
% of All Funds
3.08%
New
211
Increased
864
Reduced
911
Closed
81
Calls
$1.87B
Puts
$1.79B
Net Calls
+$78.5M
Net Calls Change
+$267M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$9.32B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.43B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$945M
4
Jennison Associates
4
Jennison Associates
New York
$3.36B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$367M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$1.61B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.6B
3
Lilly Endowment
3
Lilly Endowment
Indiana
$33.8B
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$1.92B
5
DZ Bank
5
DZ Bank
Germany
$740M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
2476
Intact Investment Management
Quebec, Canada
– -$430K -1,500 Closed
MC
2477
Machina Capital
France
– -$401K -1,400 Closed
HPWA
2478
Hall Private Wealth Advisors
North Carolina
– -$385K -1,343 Closed
PWM
2479
Prentice Wealth Management
New York
– -$361K -1,267 Closed
RVPG
2480
Relative Value Partners Group
– -$320K -1,119 Closed
TCBWMS
2481
Texas Capital Bank Wealth Management Services
Texas
– -$301K -1,050 Closed
PWAG
2482
Polaris Wealth Advisory Group
California
– -$314K -1,018 Closed
WIA
2483
World Investment Advisors
California
– -$291K -1,016 Closed
TAM
2484
Todd Asset Management
Kentucky
– -$286K -1,000 Closed
CAM
2485
Concorde Asset Management
Michigan
– -$279K -976 Closed
PFG
2486
PAX Financial Group
Texas
– -$272K -951 Closed
PFWA
2487
Paces Ferry Wealth Advisors
Georgia
– -$262K -913 Closed
XT
2488
XTX Topco
Cayman Islands
– -$242K -844 Closed
ETIA
2489
Epic Trust Investment Advisors
Washington
– -$229K -800 Closed
KFA
2490
Krane Funds Advisors
New York
– -$225K -786 Closed
KWM
2491
Kolinsky Wealth Management
New Jersey
– -$225K -784 Closed
HLOC
2492
H.L. Ormond & Company
North Carolina
– -$224K -783 Closed
MCA
2493
Magnolia Capital Advisors
Mississippi
– -$224K -783 Closed
CWM
2494
Campbell Wealth Management
Virginia
– -$218K -760 Closed
OMC
2495
Old Mission Capital
Illinois
– -$213K -745 Closed
OBWG
2496
Onyx Bridge Wealth Group
New York
– -$209K -732 Closed
BOS
2497
Bank of Stockton
California
– -$200K -700 Closed
PAG
2498
Paladin Advisory Group
Iowa
– -$172K -590 Closed
GAM
2499
Gemmer Asset Management
California
– -$158K -553 Closed
FFA
2500
Freedman Financial Associates
Massachusetts
– -$153K -525 Closed
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100
101