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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 %
PWP
1301
Principle Wealth Partners
Connecticut
$930K – – –
HH
1302
Hilltop Holdings
Texas
$927K -$93K -325 -9%
NQWM
1303
Northwest Quadrant Wealth Management
Oregon
$927K +$2.04K +7 +0.2%
SW
1304
SteelPeak Wealth
California
$926K +$161K +564 +21%
IWA
1305
IVC Wealth Advisors
Pennsylvania
$924K +$48.7K +170 +6%
MCM
1306
Monument Capital Management
Virginia
$923K +$286K +1,000 +45%
PCM
1307
Princeton Capital Management
New Jersey
$921K +$22.6K +79 +3%
VWM
1308
Vigilare Wealth Management
Arizona
$921K +$119K +416 +15%
ESBC
1309
E.S. Barr & Co
Kentucky
$920K -$286K -1,000 -24%
FBA
1310
Front Barnett Associates
Illinois
$918K +$1.15K +4 +0.1%
CAAS
1311
Capital Asset Advisory Services
Michigan
$911K +$109K +380 +14%
JFGIW
1312
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$908K – – –
SGK
1313
Steigerwald Gordon & Koch
Virginia
$907K -$176K -613 -16%
GAM
1314
Garrison Asset Management
Arkansas
$904K -$6.59K -23 -0.7%
Bank Julius Baer & Co
1315
Bank Julius Baer & Co
Switzerland
$896K +$839K +2,929 +1,465%
WDG
1316
Wealth Dimensions Group
Ohio
$894K +$14.9K +52 +2%
BWA
1317
Burt Wealth Advisors
Maryland
$891K – – –
EWM
1318
Evermay Wealth Management
Virginia
$890K -$105K -368 -11%
FIA
1319
Foundations Investment Advisors
Arizona
$889K -$22.3K -74 -2%
BFIC
1320
Bedell Frazier Investment Counselling
California
$888K – – –
BHTS
1321
Bar Harbor Trust Services
Maine
$885K -$4.01K -14 -0.5%
KCM
1322
KRS Capital Management
Michigan
$883K +$572 +2 +0.1%
PFA
1323
Pure Financial Advisors
California
$881K +$70.7K +247 +9%
GD
1324
Grandfield & Dodd
New York
$880K – – –
WAP
1325
Wealthcare Advisory Partners
Pennsylvania
$880K +$71.3K +249 +9%
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