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Eli Lilly
LLY

Overview Fund Activity

2,434 hedge funds and large institutions have $255B invested in Eli Lilly in 2022 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 864 increasing their positions, 911 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
+100
Holders Change %
+4.28%
% of All Funds
41.16%
Holding in Top 10
182
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+78.43%
% of All Funds
3.08%
New
211
Increased
864
Reduced
911
Closed
81
Calls
$1.87B
Puts
$1.79B
Net Calls
+$78.5M
Net Calls Change
+$267M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.07B
2
Morgan Stanley
Morgan Stanley
New York
+$1.14B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$945M
4
Jennison Associates
Jennison Associates
New York
+$797M
5
Marshall Wace
Marshall Wace
United Kingdom
+$367M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.26B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.23B
3
Lilly Endowment
Lilly Endowment
Indiana
-$646M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$509M
5
DZ Bank
DZ Bank
Germany
-$478M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
1926
Triad Financial Advisors
North Carolina
$371K +$9.4K +29 +3%
IA
1927
Insight Advisors
Pennsylvania
$371K +$120K +392 +48%
SWM
1928
Salvus Wealth Management
New Jersey
$370K -$1.3K -4 -0.3%
TC
1929
Trust Company
Kansas
$370K +$1.3K +4 +0.4%
BWA
1930
Beam Wealth Advisors
Louisiana
$369K – – –
AIM
1931
Aurora Investment Managers
Florida
$366K – – –
ALAM
1932
Asahi Life Asset Management
Japan
$365K -$772K -2,380 -68%
MP
1933
McDonald Partners
Ohio
$365K – – –
CA
1934
Claro Advisors
Massachusetts
$363K +$49.2K +152 +16%
WH
1935
Willner & Heller
California
$362K +$2.27K +7 +0.6%
AHB
1936
Abner Herrman & Brock
New Jersey
$362K +$362K +1,116 New
HWA
1937
HCR Wealth Advisors
California
$361K – – –
CWM
1938
Connecticut Wealth Management
Connecticut
$360K -$10.4K -32 -3%
CHJWM
1939
Carlton Hofferkamp & Jenks Wealth Management
Texas
$359K -$9.93K -30 -3%
AC
1940
Avestar Capital
New York
$359K +$74.9K +231 +26%
WTA
1941
Washington Trust Advisors
Massachusetts
$358K -$106K -329 -23%
LWM
1942
Liberty Wealth Management
California
$356K +$66.8K +206 +23%
CBA
1943
Coastal Bridge Advisors
Connecticut
$355K +$40.5K +125 +13%
CT
1944
Columbia Trust
Oregon
$352K -$71.3K -220 -17%
LSWM
1945
Lorne Steinberg Wealth Management
Canada
$352K – – –
NC
1946
NBW Capital
Massachusetts
$352K +$352K +1,086 New
CWC
1947
Carolinas Wealth Consulting
North Carolina
$352K +$346K +41,198 +6,252%
DC
1948
DeDora Capital
California
$350K +$5.19K +16 +2%
CAMG
1949
CWA Asset Management Group
Florida
$350K +$95K +293 +37%
CCFM
1950
Clear Creek Financial Management
Washington
$348K +$103K +318 +42%
76 77
78
79 80