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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 %
RIM
1226
Regent Investment Management
Kentucky
$1.35M – – –
FNA
1227
First National Advisers
Nebraska
$1.35M +$382K +1,182 +39%
CWM
1228
Cordatus Wealth Management
Pennsylvania
$1.35M -$323 -1 -0%
BIC
1229
Beach Investment Counsel
Pennsylvania
$1.35M – – –
WDC
1230
Woodward Diversified Capital
California
$1.35M -$323 -1 -0%
MW
1231
Marcum Wealth
Ohio
$1.34M +$13.9K +43 +1%
NP
1232
NorthRock Partners
Minnesota
$1.34M +$70.1K +217 +6%
WIM
1233
WealthPlan Investment Management
Nebraska
$1.34M +$1.34M +3,592 New
FDS
1234
First Dallas Securities
Texas
$1.33M +$186K +576 +16%
EWM
1235
EPG Wealth Management
Georgia
$1.32M +$31K +96 +2%
NL
1236
NWAM LLC
Washington
$1.32M +$76.3K +236 +6%
AWM
1237
Aries Wealth Management
Maine
$1.32M +$24.3K +67 +2%
SSWM
1238
Smith Salley Wealth Management
North Carolina
$1.32M +$10K +31 +0.8%
ZCA
1239
Zeke Capital Advisors
Pennsylvania
$1.31M +$323 +1 +0%
FNBTCON
1240
First National Bank & Trust Co of Newtown
Pennsylvania
$1.31M – – –
CAG
1241
Csenge Advisory Group
Florida
$1.31M +$8.41K +26 +0.6%
CWP
1242
CFM Wealth Partners
Texas
$1.31M +$287K +889 +28%
BMM
1243
Buffington Mohr McNeal
Idaho
$1.3M +$72.7K +225 +6%
BLAM
1244
Bourne Lent Asset Management
New York
$1.3M -$16.2K -50 -1%
TC
1245
TAP Consulting
Missouri
$1.3M – – –
SAM
1246
Sawgrass Asset Management
Florida
$1.3M – – –
JGUA
1247
John G. Ullman & Associates
New York
$1.3M -$32.3K -100 -2%
FFA
1248
First Foundation Advisors
California
$1.3M +$26.2K +81 +2%
VCM
1249
Vigilant Capital Management
Maine
$1.3M +$26.2K +81 +2%
PNAA
1250
Pictet North America Advisors
Switzerland
$1.29M – – –
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