LLY icon

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 %
PHS
1951
Pekin Hardy Strauss
Illinois
$347K +$22.1K +68 +7%
NWA
1952
Navis Wealth Advisors
New York
$347K +$109K +335 +46%
MCM
1953
Mainstay Capital Management
Michigan
$346K +$10.4K +32 +3%
NWM
1954
Northwest Wealth Management
Iowa
$346K +$51.3K +158 +17%
SF
1955
Summit Financial
New Jersey
$346K -$3.89K -12 -1%
SRSA
1956
S.R. Schill & Associates
Washington
$342K – – –
PCG
1957
Private Capital Group
Connecticut
$340K -$173K -533 -34%
AFG
1958
Albion Financial Group
Utah
$340K – – –
RCG
1959
Regatta Capital Group
California
$339K -$48.7K -150 -13%
CPSAC
1960
Chas P. Smith & Associates (CPS)
Florida
$339K – – –
SP
1961
Successful Portfolios
Florida
$338K – – –
BMCM
1962
Burns Matteson Capital Management
New York
$338K – – –
GWS
1963
Glassman Wealth Services
Virginia
$337K -$109K -336 -24%
QFA
1964
Quantum Financial Advisors
California
$337K +$337K +1,108 New
BSSFA
1965
Baron Silver Stevens Financial Advisors
Florida
$336K +$51.2K +158 +18%
IFA
1966
Index Fund Advisors
California
$336K +$336K +1,035 New
CCIA
1967
Campbell & Co Investment Adviser
Maryland
$334K -$2.19M -6,743 -87%
KA
1968
Klingman & Associates
New York
$334K -$19.5K -60 -6%
AIP
1969
Ahrens Investment Partners
Louisiana
$334K – – –
ES
1970
Eagle Strategies
New York
$333K – – –
CVM
1971
Cheviot Value Management
California
$332K – – –
MA
1972
MJP Associates
Connecticut
$332K +$54.1K +167 +19%
SOS
1973
Silver Oak Securities
Tennessee
$332K +$79K +240 +31%
JF
1974
Joule Financial
Kentucky
$332K +$332K +1,025 New
RWM
1975
RKL Wealth Management
Pennsylvania
$331K -$13.9K -43 -4%
77 78
79
80 81