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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 %
SIAP
1626
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$515K – – –
MCWA
1627
Meadow Creek Wealth Advisors
Georgia
$512K – – –
WIA
1628
Westbourne Investment Advisors
Maryland
$510K – – –
CTI
1629
Community Trust & Investment
Kentucky
$509K – – –
CAM
1630
Cubic Asset Management
Massachusetts
$508K – – –
JSA
1631
Jacobson & Schmitt Advisors
Wisconsin
$508K – – –
IC
1632
Inverness Counsel
New York
$506K +$3.43K +12 +0.7%
FCA
1633
FLC Capital Advisors
California
$505K – – –
BA
1634
Bristlecone Advisors
Washington
$504K -$10.3K -36 -2%
SMA
1635
Sage Mountain Advisors
Georgia
$503K -$4.59K -16 -0.9%
APA
1636
Astoria Portfolio Advisors
New York
$501K -$197K -689 -28%
SAM
1637
S.A. Mason
Michigan
$501K – – –
HWA
1638
HHM Wealth Advisors
Tennessee
$500K – – –
OFW
1639
Omnia Family Wealth
Florida
$500K +$7.16K +25 +1%
TIA
1640
Tiemann Investment Advisors
California
$500K +$10K +35 +2%
DA
1641
Duality Advisers
Florida
$499K +$499K +1,741 New
BDA
1642
Borer Denton & Associates
Pennsylvania
$497K +$497K +1,737 New
OC
1643
Oarsman Capital
Wisconsin
$497K – – –
SSW
1644
Stone Summit Wealth
Florida
$495K +$495K +1,691 New
GLA
1645
Good Life Advisors
Pennsylvania
$493K -$42.1K -147 -8%
WCM
1646
Wallace Capital Management
Texas
$493K – – –
NFG
1647
Nations Financial Group
Iowa
$493K +$1.72K +6 +0.3%
ERIM
1648
Eagle Ridge Investment Management
Connecticut
$491K -$20.6K -72 -4%
CFA
1649
CWS Financial Advisors
Michigan
$490K +$2.29K +8 +0.5%
CIP
1650
Convergence Investment Partners
Florida
$489K -$3.43K -12 -0.7%
64 65
66
67 68