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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 %
CT
901
Coastline Trust
Rhode Island
$2.17M -$226K -791 -9%
AAS
902
Ameritas Advisory Services
Nebraska
$2.16M -$96.5K -337 -4%
DBIA
903
Dumont & Blake Investment Advisors
New Jersey
$2.16M – – –
DWA
904
Douglass Winthrop Advisors
New York
$2.16M -$71.6K -250 -3%
BCA
905
Bray Capital Advisors
Florida
$2.16M – – –
AWM
906
Altium Wealth Management
New York
$2.16M +$282K +985 +15%
SS
907
Simplicity Solutions
Minnesota
$2.16M -$1.93M -6,724 -47%
AT
908
Arden Trust
Delaware
$2.15M -$422K -1,472 -16%
WP
909
WealthSource Partners
California
$2.14M -$35.5K -124 -2%
CS
910
Comerica Securities
Michigan
$2.12M -$1.32M -4,613 -38%
HKAM
911
Horizon Kinetics Asset Management
New York
$2.12M – – –
WCM
912
Wunderlich Capital Managemnt
Tennessee
$2.11M -$8.3K -29 -0.4%
IA
913
IAM Advisory
Pennsylvania
$2.1M +$14.6K +51 +0.7%
WGCA
914
Wolf Group Capital Advisors
Virginia
$2.09M +$2.09M +7,291 New
CAM
915
Carret Asset Management
New York
$2.08M – – –
BRA
916
Biechele Royce Advisors
Indiana
$2.07M -$229K -801 -10%
PA
917
Probity Advisors
Texas
$2.07M -$219K -764 -10%
TCM
918
Telos Capital Management
California
$2.05M -$28.6K -100 -1%
GBT
919
Grove Bank & Trust
Florida
$2.05M +$59.9K +209 +3%
MCM
920
Mengis Capital Management
Oregon
$2.05M +$632K +2,207 +45%
KWMG
921
King Wealth Management Group
Florida
$2.05M -$1.45M -5,060 -41%
TSWM
922
Triangle Securities Wealth Management
North Carolina
$2.04M -$295K -1,030 -13%
BOPW
923
Brandywine Oak Private Wealth
Pennsylvania
$2.04M -$35.8K -125 -2%
DA
924
DCM Advisors
New York
$2.03M -$71.6K -250 -3%
HBT
925
Heartland Bank & Trust
Illinois
$2.03M -$351K -1,225 -15%
35 36
37
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