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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 %
QCM
1451
Quantinno Capital Management
New York
$690K -$1.83M -6,374 -73%
CIP
1452
Capital Insight Partners
Arizona
$690K – – –
IDBONY
1453
Israel Discount Bank of New York
New York
$688K -$127K -442 -16%
SSWM
1454
Sheets Smith Wealth Management
North Carolina
$688K +$573 +2 +0.1%
AAS
1455
Annex Advisory Services
Wisconsin
$688K +$23.5K +82 +4%
ARMT
1456
Amica Retiree Medical Trust
Rhode Island
$688K +$47.9K +167 +7%
IA
1457
IFG Advisory
Georgia
$685K +$572 +2 +0.1%
FFA
1458
Founders Financial Alliance
North Carolina
$685K +$7.45K +26 +1%
CWM
1459
Cornerstone Wealth Management
Missouri
$684K -$25.5K -89 -4%
SG
1460
Stonnington Group
California
$683K -$131K -425 -16%
BBI
1461
Baxter Bros Inc
Connecticut
$683K – – –
FPCP
1462
Fort Point Capital Partners
California
$683K +$35.8K +125 +6%
CFA
1463
Compass Financial Advisors
Indiana
$682K – – –
PPP
1464
Private Portfolio Partners
New Jersey
$680K +$400K +1,396 +143%
MMM
1465
Mendel Money Management
Illinois
$679K +$679K +2,370 New
QPWM
1466
Quadrant Private Wealth Management
Pennsylvania
$677K -$573 -2 -0.1%
PWMG
1467
Prestige Wealth Management Group
New Jersey
$675K +$508K +1,773 +303%
FPAS
1468
Focus Partners Advisor Solutions
Missouri
$674K +$674K +2,349 New
ABLA
1469
Alan B. Lancz & Associates
Ohio
$673K -$16K -56 -2%
LCM
1470
Liberty Capital Management
Michigan
$673K – – –
SIG
1471
Sargent Investment Group
Maryland
$673K – – –
RCM
1472
RB Capital Management
Nevada
$673K +$9.17K +32 +1%
WW
1473
Waterfront Wealth
Kansas
$673K +$406K +1,313 +152%
TPA
1474
Trivium Point Advisory
Connecticut
$672K +$410K +1,339 +156%
AIA
1475
Armor Investment Advisors
North Carolina
$669K – – –
57 58
59
60 61