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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 %
OCM
1976
Orion Capital Management
California
$267K +$38.3K +134 +17%
YWP
1977
YorkBridge Wealth Partners
New York
$267K +$267K +932 New
ACM
1978
AUA Capital Management
Pennsylvania
$266K +$85.8K +300 +48%
EMG
1979
ETF Managers Group
New Jersey
$264K -$180K -622 -41%
PWA
1980
Physician Wealth Advisors
Utah
$264K – – –
FWM
1981
Fairhaven Wealth Management
Illinois
$264K +$6.58K +23 +3%
HFS
1982
Heritage Financial Services
Massachusetts
$263K -$20K -70 -7%
SFA
1983
Souders Financial Advisors
Ohio
$263K -$3.72K -13 -1%
BA
1984
Ballast Advisors
Minnesota
$263K – – –
PFWA
1985
Paces Ferry Wealth Advisors
Georgia
$262K – – –
GEA
1986
Glen Eagle Advisors
New Jersey
$261K -$2K -7 -0.8%
CWM
1987
Cordatus Wealth Management
Pennsylvania
$261K -$26K -91 -9%
NWM
1988
Northwest Wealth Management
Iowa
$260K +$34.4K +120 +15%
GWANC
1989
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K +$260K +908 New
OIA
1990
Optimum Investment Advisors
Illinois
$258K -$115K -400 -31%
CSWG
1991
Cardinal Strategic Wealth Guidance
Kentucky
$258K -$14.3K -50 -5%
BMC
1992
Benin Management Corp
Connecticut
$258K – – –
SWM
1993
Sculati Wealth Management
Michigan
$258K – – –
BPFA
1994
Barnes Pettey Financial Advisors
Mississippi
$258K – – –
PWS
1995
Peloton Wealth Strategists
Indiana
$258K +$258K +900 New
CPA
1996
Capital Planning Advisors
California
$257K -$1.72K -6 -0.7%
BWP
1997
Baldwin Wealth Partners
Massachusetts
$256K – – –
RWM
1998
Reston Wealth Management
Virginia
$256K +$3.72K +13 +1%
PPW
1999
Pinnacle Private Wealth
Massachusetts
$256K +$34.9K +122 +16%
LWM
2000
Liberty Wealth Management
California
$255K +$572 +2 +0.2%
78 79
80
81 82