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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 %
PWM
1801
Provident Wealth Management
Tennessee
$385K +$142K +496 +59%
CCP
1802
Cassia Capital Partners
North Carolina
$383K -$2.86K -10 -0.7%
CUAMC
1803
China Universal Asset Management Company
China
$381K -$3.76M -13,141 -91%
CCM
1804
Canal Capital Management
Virginia
$381K +$1.72K +6 +0.5%
PIM
1805
Penobscot Investment Management
Massachusetts
$381K +$143K +500 +60%
GSEP
1806
Golden State Equity Partners
California
$379K – – –
RIM
1807
Reliant Investment Management
Tennessee
$377K – – –
BWM
1808
Birchcreek Wealth Management
Ohio
$376K – – –
CFAM
1809
Center For Asset Management
Florida
$376K +$24K +84 +7%
AC
1810
ASB Consultores
Florida
$375K -$2.86K -10 -0.8%
RWP
1811
RWA Wealth Partners
Massachusetts
$374K +$127K +445 +52%
SWM
1812
Silverlake Wealth Management
Vermont
$373K – – –
MFC
1813
Mechanics Financial Corp
Ohio
$372K – – –
AA
1814
Auxano Advisors
Washington
$371K – – –
DCM
1815
DGS Capital Management
New Jersey
$370K +$13.2K +46 +4%
WA
1816
Wambolt & Associates
Colorado
$369K +$26.7K +91 +8%
MKA
1817
M. Kulyk & Associates
Georgia
$368K +$7.16K +25 +2%
RIS
1818
Retirement Income Solutions
Michigan
$367K +$859 +3 +0.2%
PAG
1819
Private Advisory Group
Washington
$365K +$365K +1,274 New
WFS
1820
Widmann Financial Services
Maryland
$364K – – –
SMG
1821
Spectrum Management Group
Indiana
$364K +$114K +397 +45%
KCM
1822
Kanawha Capital Management
Virginia
$363K – – –
TPW
1823
TL Private Wealth
Texas
$362K -$30.2K -100 -8%
PFA
1824
Plotkin Financial Advisors
Maryland
$362K – – –
EM
1825
Excalibur Management
Massachusetts
$361K – – –
71 72
73
74 75