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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 %
CWM
1876
Connecticut Wealth Management
Connecticut
$327K +$4.3K +15 +1%
BWA
1877
Beam Wealth Advisors
Louisiana
$326K -$2.29K -8 -0.7%
TC
1878
Trust Company
Kansas
$326K – – –
HC
1879
Hamilton Capital
Ohio
$325K -$40.3K -141 -11%
CA
1880
Carson Advisory
Georgia
$324K +$286 +1 +0.1%
AIM
1881
Aurora Investment Managers
Florida
$324K +$324K +1,130 New
MP
1882
McDonald Partners
Ohio
$322K +$321K +1,123 +56,150%
RVPG
1883
Relative Value Partners Group
$320K – – –
TFA
1884
Triad Financial Advisors
North Carolina
$320K +$15.8K +55 +5%
AIM
1885
Athena Investment Management
California
$320K +$320K +1,119 New
HWA
1886
HCR Wealth Advisors
California
$319K – – –
TLFA
1887
True Link Financial Advisors
California
$319K – – –
AIL
1888
AGF Investments LLC
Ontario, Canada
$318K -$630K -2,200 -66%
KOC
1889
Koss-Olinger Consulting
Florida
$318K -$226K -787 -42%
SAM
1890
SignalPoint Asset Management
Missouri
$316K – – –
PWAG
1891
Polaris Wealth Advisory Group
California
$314K +$2.16K +7 +0.7%
PA
1892
PFG Advisors
Arizona
$313K -$2.87K -10 -0.9%
SOAG
1893
Silver Oak Advisory Group
Oregon
$313K – – –
SIG
1894
Sky Investment Group
Connecticut
$313K – – –
PCMC
1895
Private Capital Management (Colorado)
Colorado
$312K +$20.1K +70 +7%
KA
1896
Klingman & Associates
New York
$312K +$28.1K +98 +10%
LSWM
1897
Lorne Steinberg Wealth Management
Canada
$311K – – –
BDF
1898
Black Diamond Financial
Maryland
$309K -$41K -143 -12%
SF
1899
Summit Financial
New Jersey
$309K +$286 +1 +0.1%
SHFA
1900
SS&H Financial Advisors
Michigan
$308K +$308K +1,076 New
74 75
76
77 78