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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 %
OCM
1751
One Capital Management
California
$548K +$11.9K +37 +2%
CCM
1752
Canal Capital Management
Virginia
$548K +$117K +363 +27%
SLA
1753
Silver Lake Advisory
Utah
$547K +$647 +2 +0.1%
WA
1754
Waverly Advisors
Alabama
$547K +$335K +1,037 +159%
BB
1755
Bell Bank
North Dakota
$546K -$8.73K -27 -2%
CFA
1756
CWS Financial Advisors
Michigan
$544K -$21.7K -67 -4%
WAAG
1757
Wealth Alliance Advisory Group
Kansas
$543K – – –
CWM
1758
Cedar Wealth Management
California
$540K -$971 -3 -0.2%
ONGA
1759
O'Neil Global Advisors
California
$540K +$540K +1,671 New
SWRP
1760
Summit Wealth & Retirement Planning
California
$539K – – –
FA
1761
FC Advisory
Pennsylvania
$538K – – –
SCA
1762
Sandy Cove Advisors
Massachusetts
$538K – – –
SF
1763
Symphony Financial
Texas
$537K -$15.5K -47 -3%
MCM
1764
Mill Capital Management
North Carolina
$536K +$11.3K +35 +2%
WIC
1765
Wilkins Investment Counsel
Massachusetts
$534K -$97.1K -300 -15%
DA
1766
Drake & Associates
Wisconsin
$534K +$214K +661 +67%
HIS
1767
Horizon Investment Services
Indiana
$531K – – –
BWM
1768
Birchcreek Wealth Management
Ohio
$531K – – –
PWM
1769
PBMares Wealth Management
Virginia
$528K -$65.4K -202 -11%
RIM
1770
Reliant Investment Management
Tennessee
$528K +$102K +315 +24%
CPA
1771
Capital Planning Advisors
California
$528K +$210K +650 +66%
NPPM
1772
North Point Portfolio Managers
Ohio
$527K -$3.88K -12 -0.7%
BOTW
1773
Bank of the West
California
$527K -$1.62K -5 -0.3%
T
1774
TCWP
Ohio
$526K +$56.6K +175 +12%
DWM
1775
Destination Wealth Management
California
$524K -$98.3K -304 -16%
69 70
71
72 73