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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 %
SRC
1526
Sage Rhino Capital
California
$613K +$573 +2 +0.1%
CWP
1527
Concord Wealth Partners
Virginia
$610K -$6.3K -22 -1%
Financial Engines Advisors
1528
Financial Engines Advisors
California
$610K +$610K +2,130 New
FSA
1529
Fort Sheridan Advisors
Illinois
$609K +$9.46K +33 +2%
HW
1530
Hedeker Wealth
Illinois
$608K -$573 -2 -0.1%
VWM
1531
Venturi Wealth Management
Texas
$607K +$288K +1,007 +90%
YIH
1532
Y-Intercept (HK)
Hong Kong
$606K +$606K +2,115 New
B
1533
Brightworth
Georgia
$604K +$604K +2,107 New
PCM
1534
Pointe Capital Management
Michigan
$602K – – –
ACP
1535
Aveo Capital Partners
Colorado
$602K +$2.86K +10 +0.5%
TC
1536
Telemus Capital
Michigan
$602K +$46.1K +161 +8%
CSI
1537
Cross Staff Investments
New York
$601K – – –
SIC
1538
Sigma Investment Counselors
Michigan
$599K -$8.88K -31 -1%
HWA
1539
Heritage Wealth Advisors
Virginia
$598K -$2.11M -7,380 -78%
VCM
1540
Vivaldi Capital Management
Illinois
$598K +$2.04K +7 +0.3%
NL
1541
Navalign LLC
California
$597K +$23.7K +83 +4%
SWM
1542
Stockman Wealth Management
Montana
$597K +$170K +593 +40%
SIG
1543
Stonegate Investment Group
Alabama
$596K +$83K +290 +16%
NAS
1544
Nicolet Advisory Services
Wisconsin
$594K -$23.4K -75 -4%
AWA
1545
Arete Wealth Advisors
Illinois
$591K +$50.9K +178 +9%
JCIA
1546
Jackson Creek Investment Advisors
Colorado
$590K -$21.8K -76 -4%
RC
1547
Roundview Capital
New Jersey
$589K +$15.2K +53 +3%
CWM
1548
Cedar Wealth Management
California
$588K -$22.9K -80 -4%
WP
1549
Wealthspan Partners
Iowa
$586K -$7.44K -26 -1%
IP
1550
Intellectus Partners
California
$586K +$5.44K +19 +0.9%
60 61
62
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