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Eli Lilly
LLY

Overview Fund Activity

2,471 hedge funds and large institutions have $257B invested in Eli Lilly in 2022 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 936 increasing their positions, 932 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,471
Holders Change
+37
Holders Change %
+1.52%
% of All Funds
42.73%
Holding in Top 10
187
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.75%
% of All Funds
3.23%
New
155
Increased
936
Reduced
932
Closed
85
Calls
$2.43B
Puts
$2.55B
Net Calls
-$127M
Net Calls Change
-$206M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.43B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.13B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$598M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$432M
5
Amundi
Amundi
France
+$384M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$657M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$515M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$440M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$351M
5
Ameriprise
Ameriprise
Minnesota
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
1101
Bellecapital
Switzerland
$1.68M -$28.1K -87 -2%
WWA
1102
WCG Wealth Advisors
Nevada
$1.68M -$43.8M -5,036 -96%
SC
1103
Schulhoff & Co
Ohio
$1.67M – – –
Bank Julius Baer & Co
1104
Bank Julius Baer & Co
Switzerland
$1.67M +$896K +2,770 +116%
CSIC
1105
Clifford Swan Investment Counsel
California
$1.67M – – –
WMA
1106
Wealth Management Associates
New Jersey
$1.66M -$21.3K -66 -1%
ST
1107
Sabal Trust
Florida
$1.66M +$34.9K +108 +2%
TIAM2
1108
Tru Independence Asset Management 2
Oregon
$1.66M +$1.66M +5,134 New
AWM
1109
Avior Wealth Management
Nebraska
$1.66M -$32K -99 -2%
ACM
1110
Advisors Capital Management
New Jersey
$1.66M +$20.6K +58 +1%
PCA
1111
Peddock Capital Advisors
Massachusetts
$1.65M – – –
CPWA
1112
Cerro Pacific Wealth Advisors
California
$1.65M +$562K +1,740 +52%
HNWAG
1113
High Net Worth Advisory Group
Florida
$1.65M -$15.8K -49 -1%
LC
1114
Lindbrook Capital
California
$1.65M +$99.2K +307 +6%
EIM
1115
Essex Investment Management
Massachusetts
$1.65M -$379K -1,171 -19%
BWA
1116
BDO Wealth Advisors
Florida
$1.65M -$327K -1,010 -17%
ATC
1117
Adirondack Trust Company
New York
$1.65M +$75K +232 +5%
IIM
1118
Ipswich Investment Management
Massachusetts
$1.64M -$593K -1,834 -27%
WAM
1119
WNY Asset Management
New York
$1.64M -$17.1K -53 -1%
Koshinski Asset Management
1120
Koshinski Asset Management
Illinois
$1.64M -$85.4K -264 -5%
SSG
1121
Summit Securities Group
New York
$1.64M +$1.1M +3,415 +207%
ZB
1122
Zions Bancorporation
Utah
$1.64M +$7.44K +23 +0.5%
MPM
1123
Meritage Portfolio Management
Kansas
$1.63M +$16.2K +50 +1%
HWMA
1124
Heritage Wealth Management (Arizona)
Arizona
$1.63M +$65.6K +203 +4%
CWM
1125
Chesapeake Wealth Management
Virginia
$1.63M -$83.5K -258 -5%
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