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Eli Lilly
LLY

Overview Fund Activity

2,334 hedge funds and large institutions have $225B invested in Eli Lilly in 2022 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 884 increasing their positions, 858 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,334
Holders Change
+43
Holders Change %
+1.88%
% of All Funds
36.94%
Holding in Top 10
102
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.11%
% of All Funds
1.61%
New
168
Increased
884
Reduced
858
Closed
105
Calls
$1.36B
Puts
$1.55B
Net Calls
-$188M
Net Calls Change
+$408M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$929M
2
Capital International Investors
Capital International Investors
California
+$591M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$443M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$349M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$336M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.22B
2
Barclays
Barclays
United Kingdom
-$454M
3
Lilly Endowment
Lilly Endowment
Indiana
-$375M
4
Jennison Associates
Jennison Associates
New York
-$359M
5
Deutsche Bank
Deutsche Bank
Germany
-$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
676
Geneos Wealth Management
Colorado
$3.98M -$290K -1,013 -7%
SFP
677
Shepherd Financial Partners
Massachusetts
$3.98M +$95.6K +334 +2%
LS
678
Leelyn Smith
Illinois
$3.97M +$219K +764 +6%
PFM
679
Patton Fund Management
Texas
$3.95M -$162K -566 -4%
CIP
680
Chartwell Investment Partners
Pennsylvania
$3.95M -$103K -358 -3%
BO
681
Bank OZK
Arkansas
$3.94M -$102K -356 -3%
WJWM
682
Williams Jones Wealth Management
New York
$3.92M -$154K -536 -4%
TCA
683
Transcend Capital Advisors
New Jersey
$3.89M -$17.8K -62 -0.5%
BDF
684
Balasa Dinverno & Foltz
$3.89M -$59K -206 -1%
GVAG
685
Great Valley Advisor Group
Delaware
$3.89M +$107K +373 +3%
AWM
686
Avitas Wealth Management
California
$3.87M -$2.15M -7,514 -36%
IRF
687
IBM Retirement Fund
New York
$3.87M -$170K -594 -4%
NHC
688
Nicholas Hoffman & Company
Georgia
$3.87M -$156K -546 -4%
GCM
689
Glynn Capital Management
California
$3.86M – – –
ESB
690
Essex Savings Bank
Connecticut
$3.85M +$2.58K +9 +0.1%
PCM
691
Perkins Capital Management
Minnesota
$3.84M – – –
IB
692
Intrust Bank
Kansas
$3.83M +$81K +283 +2%
TC
693
TwinBeech Capital
New York
$3.82M +$3.82M +13,352 New
WFM
694
Wolff Financial Management
Michigan
$3.82M +$286 +1 +0%
MCWS
695
McKinley Carter Wealth Services
West Virginia
$3.78M +$3.19M +11,150 +544%
SBH
696
Segall Bryant & Hamill
Illinois
$3.77M -$176K -616 -4%
GJIC
697
Gamble Jones Investment Counsel
California
$3.77M -$7.16K -25 -0.2%
KFP
698
KMG Fiduciary Partners
Ohio
$3.76M +$804K +2,809 +27%
SACTSONJ
699
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.75M – – –
EB
700
Eastern Bank
Massachusetts
$3.75M -$570K -1,991 -13%
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