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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
Capital World Investors
California
+$2.07B
2
Morgan Stanley
Morgan Stanley
New York
+$1.14B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$945M
4
Jennison Associates
Jennison Associates
New York
+$797M
5
Marshall Wace
Marshall Wace
United Kingdom
+$367M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.26B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.23B
3
Lilly Endowment
Lilly Endowment
Indiana
-$646M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$509M
5
DZ Bank
DZ Bank
Germany
-$478M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
951
NEIRG Wealth Management
Massachusetts
$2.31M -$2.38M -7,339 -51%
AFC
952
AFT Forsyth & Company
Florida
$2.31M +$79.5K +245 +4%
HBT
953
Hills Bank & Trust
Iowa
$2.29M -$254K -783 -10%
CIA
954
Cladis Investment Advisory
Montana
$2.29M – – –
SEC
955
Seven Eight Capital
New York
$2.29M +$2.29M +7,054 New
VCM
956
Vision Capital Management
Oregon
$2.28M – – –
PA
957
Probity Advisors
Texas
$2.27M -$68.7K -212 -3%
TCM
958
Teza Capital Management
Illinois
$2.27M +$2.27M +7,005 New
MWA
959
Meridian Wealth Advisors
Texas
$2.27M +$524K +1,615 +30%
VVP
960
Venture Visionary Partners
Ohio
$2.27M +$28.2K +87 +1%
IFWM
961
Institute for Wealth Management
Colorado
$2.26M -$23K -71 -1%
LSPW
962
Lake Street Private Wealth
Illinois
$2.26M +$71.6K +221 +3%
HGERS
963
Householder Group Estate & Retirement Specialist
Arizona
$2.24M +$6.48K +20 +0.3%
IIM
964
Ipswich Investment Management
Massachusetts
$2.24M – – –
WSCM
965
Wellington Shields Capital Management
New York
$2.24M -$973 -3 -0%
MHIC
966
Marble Harbor Investment Counsel
Massachusetts
$2.23M – – –
FDS
967
Freedom Day Solutions
Texas
$2.23M -$324 -1 -0%
WAM
968
Wallington Asset Management
Indiana
$2.21M +$119K +293 +6%
KWM
969
Keebeck Wealth Management
Illinois
$2.21M +$286K +882 +15%
HTC
970
Haverford Trust Company
Pennsylvania
$2.21M +$227K +699 +11%
HFM
971
Harvest Fund Management
China
$2.2M +$349K +1,077 +19%
CP
972
CenterBook Partners
Connecticut
$2.2M +$2.2M +6,787 New
JWCA
973
J.W. Cole Advisors
Florida
$2.19M +$151K +465 +7%
OPPTF
974
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.19M -$4.52M -13,982 -67%
AWM
975
Apollon Wealth Management
South Carolina
$2.18M +$143K +441 +7%
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