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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 %
AT
1501
American Trust
Kentucky
$643K – – –
GA
1502
Geller Advisors
New York
$643K +$2.86K +10 +0.4%
MFC
1503
Morris Financial Concepts
South Carolina
$642K +$63.9K +223 +11%
FM
1504
Foster & Motley
Ohio
$642K +$642K +2,243 New
MRCM
1505
M&R Capital Management
New Jersey
$641K -$1.15K -4 -0.2%
LWM
1506
Laidlaw Wealth Management
New York
$640K +$335K +1,169 +110%
MA
1507
MCF Advisors
Kentucky
$640K +$640K +2,234 New
GKWIM
1508
Gerber Kawasaki Wealth & Investment Management
California
$638K -$118K -413 -16%
SFS
1509
Security Financial Services
Indiana
$638K – – –
TWP
1510
Tempus Wealth Planning
California
$630K -$3.44K -12 -0.5%
GA
1511
Greenspring Advisors
Maryland
$630K -$2.29K -8 -0.4%
DG
1512
DMC Group
Alabama
$627K -$174K -624 -22%
BWM
1513
BerganKDV Wealth Management
Minnesota
$627K +$859 +3 +0.1%
GWM
1514
Greenwich Wealth Management
Connecticut
$625K -$32.1K -112 -5%
HIM
1515
Hillsdale Investment Management
Ontario, Canada
$624K +$527K +1,840 +541%
B
1516
Bridgeworth
Alabama
$623K +$1.43K +5 +0.2%
CF
1517
Cantor Fitzgerald
New York
$623K +$623K +2,175 New
NCM
1518
NCM Capital Management
New Jersey
$620K +$286 +1 +0%
NRI
1519
NFP Retirement Inc
California
$620K +$620K +2,165 New
UL
1520
Unionview LLC
Washington
$619K +$2.58K +9 +0.4%
EVM
1521
Evelyn V. Moreno
$619K +$290K +1,011 +88%
MIM
1522
Moseley Investment Management
Florida
$617K +$28.6K +100 +5%
NAG
1523
Northstar Advisory Group
New Jersey
$615K -$100K -351 -14%
CH
1524
Canton Hathaway
Rhode Island
$614K +$132K +460 +27%
MIM
1525
Marco Investment Management
Georgia
$613K -$14.6K -51 -2%
59 60
61
62 63