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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 %
SWA
1476
SFMG Wealth Advisors
Texas
$875K +$6.81K +21 +0.8%
LWM
1477
Lyell Wealth Management
California
$874K -$24.3K -75 -3%
BWP
1478
BSW Wealth Partners
Colorado
$874K +$6.47K +20 +0.7%
EGA
1479
E&G Advisors
Texas
$873K – – –
MIM
1480
Merrion Investment Management
New Jersey
$873K – – –
MC
1481
Miramar Capital
Illinois
$873K +$4K +11 +0.5%
OSNBOA
1482
Old Second National Bank of Aurora
Illinois
$872K -$174K -539 -17%
BWA
1483
Burt Wealth Advisors
Maryland
$868K -$139K -429 -14%
AWA
1484
Alta Wealth Advisors
Massachusetts
$865K – – –
PBO
1485
Peoples Bank (Ohio)
Ohio
$864K +$4.85K +15 +0.6%
CCA
1486
Cobblestone Capital Advisors
New York
$863K -$10.7K -33 -1%
PFS
1487
Physicians Financial Services
North Carolina
$863K – – –
WA
1488
WESPAC Advisors
California
$860K +$860K +2,659 New
APP
1489
Avantax Planning Partners
Iowa
$858K -$4.85K -15 -0.6%
PVI
1490
Pura Vida Investments
New York
$856K +$856K +2,646 New
PWLP
1491
Prio Wealth Limited Partnership
Massachusetts
$856K +$35.2K +109 +4%
EWM
1492
Endurance Wealth Management
Rhode Island
$855K – – –
DPI
1493
Diversified Portfolios Inc
Michigan
$855K +$144K +445 +20%
AC
1494
Asio Capital
Kentucky
$854K +$325K +1,006 +62%
BCM
1495
Barden Capital Management
Texas
$853K +$853K +2,637 New
OQS
1496
Occudo Quantitative Strategies
Florida
$851K -$944K -2,918 -53%
HIP
1497
HUB Investment Partners
Texas
$850K +$319K +985 +60%
CIR
1498
Clear Investment Research
Georgia
$849K – – –
6F
1499
626 Financial
Michigan
$849K – – –
SW
1500
SlateStone Wealth
Florida
$849K +$68.2K +211 +9%
58 59
60
61 62