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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 %
PA
1551
PSI Advisors
Florida
$585K +$32.1K +112 +6%
SFG
1552
Sather Financial Group
Texas
$584K +$38.9K +136 +7%
WANY
1553
Wealthspire Advisors (New York)
New York
$582K -$1.03M -3,594 -64%
BFA
1554
Bill Few Associates
Pennsylvania
$582K -$42.9K -150 -7%
SCA
1555
Stonebridge Capital Advisors
Minnesota
$582K +$38.7K +135 +7%
CWA
1556
Clarus Wealth Advisors
Arizona
$580K -$21.3K -69 -4%
OWM
1557
OneAscent Wealth Management
Alabama
$580K +$580K +2,024 New
CA
1558
Calton & Associates
Florida
$578K -$22.3K -78 -4%
HWM
1559
HighMark Wealth Management
Minnesota
$578K +$4.58K +16 +0.8%
TCM
1560
Triumph Capital Management
Colorado
$577K -$144K -504 -20%
OCG
1561
Opus Capital Group
Ohio
$575K -$859 -3 -0.1%
WMP
1562
Wealth Management Partners
Arizona
$574K – – –
FFMBT
1563
First Farmers & Merchants Bank Trust
Tennessee
$574K – – –
HIG
1564
Heritage Investment Group
Florida
$573K – – –
DMC
1565
Drexel Morgan & Co
Pennsylvania
$573K – – –
CC
1566
Cannell & Co
New York
$573K – – –
5L
1567
55I LLC
Massachusetts
$573K +$70.8K +247 +14%
BFA
1568
Bragg Financial Advisors
North Carolina
$571K +$61.3K +214 +12%
MAG
1569
Mayfair Advisory Group
Alabama
$570K +$46.3K +158 +9%
MWPCG
1570
Measured Wealth Private Client Group
New Hampshire
$570K +$71K +248 +14%
IA
1571
Integrity Advisory
Kansas
$569K +$569K +1,987 New
TDC
1572
Thompson Davis & Co
Virginia
$567K +$567K +1,980 New
1WA
1573
180 Wealth Advisors
Washington
$566K -$46.9K -158 -8%
NCM
1574
Next Capital Management
New York
$566K – – –
CAM
1575
Close Asset Management
United Kingdom
$566K – – –
61 62
63
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