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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 %
TFA
1951
Triad Financial Advisors
North Carolina
$379K +$8.73K +27 +2%
AF
1952
Aldebaran Financial
$378K – – –
CA
1953
Cornerstone Advisory
Maryland
$378K – – –
JCM
1954
J2 Capital Management
Michigan
$377K -$3.23K -10 -0.9%
SWM
1955
Salvus Wealth Management
New Jersey
$377K +$8.09K +25 +2%
CCMD
1956
Cypress Capital Management (Delaware)
Delaware
$376K – – –
PA
1957
PFG Advisors
Arizona
$375K -$20.7K -64 -5%
MVA
1958
Mount Vernon Associates
Maryland
$373K – – –
NWM
1959
Northwest Wealth Management
Iowa
$373K +$28.7K +89 +8%
NG
1960
Northstar Group
New York
$372K – – –
CA
1961
Carson Advisory
Georgia
$371K -$51.4K -159 -12%
FWM
1962
Fingerlakes Wealth Management
New York
$371K -$6.79K -21 -2%
CHJWM
1963
Carlton Hofferkamp & Jenks Wealth Management
Texas
$370K – – –
TC
1964
Trust Company
Kansas
$368K -$1.29K -4 -0.4%
BWA
1965
Beam Wealth Advisors
Louisiana
$367K -$970 -3 -0.3%
ATIA
1966
American Trust Investment Advisors
New Hampshire
$366K -$3.88K -12 -1%
AIM
1967
Aurora Investment Managers
Florida
$365K – – –
CPSAC
1968
Chas P. Smith & Associates (CPS)
Florida
$364K +$25.9K +80 +8%
SP
1969
Successful Portfolios
Florida
$364K +$26.5K +82 +8%
TWM
1970
Thrive Wealth Management
Pennsylvania
$363K -$9.37K -29 -3%
CA
1971
Claro Advisors
Massachusetts
$363K – – –
CAMG
1972
CWA Asset Management Group
Florida
$363K +$13.9K +43 +4%
PHS
1973
Pekin Hardy Strauss
Illinois
$360K +$13.9K +43 +4%
SWM
1974
Segment Wealth Management
Texas
$358K -$29.7K -92 -8%
QFA
1975
Quantum Financial Advisors
California
$358K – – –
77 78
79
80 81