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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 %
HWMA
1076
Heritage Wealth Management (Arizona)
Arizona
$1.46M +$1.46M +5,094 New
CSIC
1077
Clifford Swan Investment Counsel
California
$1.46M -$43K -150 -3%
FHA
1078
First Horizon Advisors
Tennessee
$1.45M -$96.8K -338 -6%
AW
1079
Alaethes Wealth
Nevada
$1.45M +$32.1K +112 +2%
MSAM
1080
Moloney Securities Asset Management
Missouri
$1.45M +$92.5K +323 +7%
W
1081
Wealthquest
Ohio
$1.45M – – –
HNWAG
1082
High Net Worth Advisory Group
Florida
$1.44M +$573 +2 +0%
FWP
1083
FAS Wealth Partners
Kansas
$1.44M +$1.15K +4 +0.1%
HI
1084
Humankind Investments
New York
$1.44M +$171K +596 +13%
AWA
1085
AmeriServ Wealth Advisors
Pennsylvania
$1.43M -$30.1K -105 -2%
MPM
1086
Meritage Portfolio Management
Kansas
$1.43M – – –
CPWA
1087
Cerro Pacific Wealth Advisors
California
$1.43M -$16.9K -59 -1%
GC
1088
Gilbert & Cook
Iowa
$1.42M +$150K +525 +12%
SB
1089
Simmons Bank
Arkansas
$1.42M -$46.1K -161 -3%
ST
1090
Sabal Trust
Florida
$1.42M -$257K -896 -15%
QI
1091
Qtron Investments
Massachusetts
$1.41M – – –
SFG
1092
StrategIQ Financial Group
Indiana
$1.41M – – –
SFS
1093
Stiles Financial Services
Minnesota
$1.4M +$43.8K +153 +3%
HA
1094
HC Advisors
Georgia
$1.39M – – –
BMC
1095
Beaton Management Company
Massachusetts
$1.39M – – –
LB
1096
Leo Brokerage
Texas
$1.39M +$1.39M +4,856 New
Koshinski Asset Management
1097
Koshinski Asset Management
Illinois
$1.39M +$10.9K +38 +0.8%
CAM
1098
Costello Asset Management
Pennsylvania
$1.38M -$1.03M -3,615 -43%
SWA
1099
Stratos Wealth Advisors
Ohio
$1.38M +$275K +960 +25%
FPCG
1100
Forum Private Client Group
Indiana
$1.38M +$1.38M +4,825 New
42 43
44
45 46