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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 %
HI
2001
Hudock Inc
Pennsylvania
$254K -$183K -639 -42%
TAIM
2002
TD Ameritrade Investment Management
Nebraska
$254K -$17.8K -62 -7%
AHC
2003
Adell Harriman & Carpenter
Texas
$253K -$347K -1,210 -58%
ML
2004
McAdam LLC
Pennsylvania
$252K -$20.3K -71 -7%
BA
2005
Bridgewater Advisors
New York
$252K +$16.3K +57 +7%
APF
2006
Alaska Permanent Fund
Alaska
$251K -$79.3K -277 -24%
RPCA
2007
Running Point Capital Advisors
California
$251K +$4.58K +16 +2%
AC
2008
Avestar Capital
New York
$251K +$36.7K +128 +17%
BSSFA
2009
Baron Silver Stevens Financial Advisors
Florida
$251K +$251K +879 New
PAMG
2010
Patton Albertson Miller Group
Tennessee
$249K – – –
DIA
2011
Dean Investment Associates
Ohio
$249K – – –
OWP
2012
Obermeyer Wealth Partners
Colorado
$249K – – –
FMB
2013
Field & Main Bank
Kentucky
$249K – – –
COCM
2014
Charter Oak Capital Management
New Hampshire
$249K +$286 +1 +0.1%
JC
2015
JB Capital
Connecticut
$248K -$93.9K -327 -27%
EIP
2016
Ellis Investment Partners
Pennsylvania
$248K +$859 +3 +0.3%
SA
2017
Syntax Advisors
New York
$247K -$57.5K -201 -19%
VCG
2018
Vantage Consulting Group
Virginia
$247K -$57.5K -201 -19%
ZIG
2019
Zuckerman Investment Group
Illinois
$247K – – –
HCM
2020
Hollencrest Capital Management
California
$247K +$5.72K +20 +2%
JCM
2021
Jag Capital Management
Missouri
$246K -$10.2M -54,662 -98%
NCM
2022
Narwhal Capital Management
Georgia
$246K -$65.9K -230 -21%
PIA
2023
Powell Investment Advisors
Florida
$246K +$3.43K +12 +1%
SWMG
2024
Signature Wealth Management Group
Georgia
$246K +$246K +858 New
GC
2025
Garde Capital
Washington
$245K -$141K -493 -37%
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