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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 %
CCG
2001
Ceeto Capital Group
Florida
$324K +$324K +1,000 New
SAS
2002
Sanford Advisory Services
Michigan
$323K – – –
HWM
2003
Hemington Wealth Management
Virginia
$323K +$5.51K +17 +2%
DA
2004
Drake & Associates
Wisconsin
$321K +$321K +989 New
FWA
2005
FSM Wealth Advisors
Ohio
$320K +$320K +1,057 New
CPA
2006
Capital Planning Advisors
California
$319K +$28.5K +88 +10%
AWAP
2007
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$318K – – –
AWM
2008
Aprio Wealth Management
Georgia
$318K +$318K +981 New
WWM
2009
WT Wealth Management
Arizona
$316K -$24.3K -75 -7%
ZIG
2010
Zullo Investment Group
Pennsylvania
$316K +$2.27K +7 +0.7%
GEA
2011
Glen Eagle Advisors
New Jersey
$314K +$18.5K +57 +6%
BG
2012
Bellevue Group
Switzerland
$314K +$314K +969 New
JWS
2013
Juncture Wealth Strategies
Arizona
$313K -$283K -873 -47%
PCMC
2014
Private Capital Management (Colorado)
Colorado
$312K – – –
JCM
2015
Janney Capital Management
Pennsylvania
$311K -$14.6K -45 -4%
OPOWM
2016
One Plus One Wealth Management
Florida
$311K – – –
CCM
2017
Cribstone Capital Management
Maine
$311K +$3.24K +10 +1%
OBGC
2018
O'Brien Greene & Co
Pennsylvania
$310K – – –
PF
2019
Phoenix Financial
Israel
$309K +$309K +953 New
BDWM
2020
Brewin Dolphin Wealth Management
Ireland
$308K – – –
NF
2021
Nikulski Financial
Iowa
$308K – – –
EA
2022
Emerald Advisers
Pennsylvania
$308K +$308K +949 New
HCMG
2023
Howard Capital Management Group
California
$307K – – –
PPWM
2024
Paragon Private Wealth Management
Kentucky
$307K – – –
KIG
2025
Kowal Investment Group
Wisconsin
$305K +$305K +942 New
79 80
81
82 83