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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 %
BWP
1976
Balboa Wealth Partners
Arizona
$357K +$357K +1,103 New
KJHP
1977
K.J. Harrison & Partners
Ontario, Canada
$356K +$32.4K +100 +10%
CWM
1978
Connecticut Wealth Management
Connecticut
$355K -$3.55K -11 -1%
SCA
1979
Stillwater Capital Advisors
Pennsylvania
$354K -$54K -167 -13%
LWM
1980
Liberty Wealth Management
California
$354K -$323 -1 -0.1%
NCM
1981
Noesis Capital Mangement
Florida
$351K -$43.1K -133 -11%
CT
1982
Columbia Trust
Oregon
$351K – – –
GWS
1983
Glassman Wealth Services
Virginia
$351K +$15.8K +49 +5%
BDF
1984
Black Diamond Financial
Maryland
$349K -$30.7K -95 -8%
DC
1985
DeDora Capital
California
$349K +$323 +1 +0.1%
MP
1986
McDonald Partners
Ohio
$348K -$16.2K -50 -4%
WH
1987
Willner & Heller
California
$346K -$14.6K -45 -4%
NWA
1988
Navis Wealth Advisors
New York
$346K – – –
MA
1989
MJP Associates
Connecticut
$346K +$14.6K +45 +4%
SNB
1990
Security National Bank
Nebraska
$345K -$37.5K -116 -10%
VAG
1991
VisionPoint Advisory Group
Texas
$345K +$25.5K +79 +8%
TA
1992
TrueWealth Advisors
Alabama
$344K -$49.5K -153 -13%
KA
1993
Klingman & Associates
New York
$343K +$10.7K +33 +3%
HC
1994
Hamilton Capital
Ohio
$343K +$16.5K +51 +5%
AHC
1995
Adell Harriman & Carpenter
Texas
$342K +$64.7K +200 +23%
RWP
1996
Ridgecrest Wealth Partners
California
$340K -$32.4K -100 -9%
AFG
1997
Albion Financial Group
Utah
$339K – – –
HCM
1998
Hollencrest Capital Management
California
$338K +$35.9K +111 +12%
IDA
1999
Intelligence Driven Advisers
California
$338K +$123K +369 +57%
CWP
2000
Capital Wealth Planning
Florida
$338K +$137K +424 +68%
78 79
80
81 82