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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 %
OL
2001
Optas LLC
Texas
$337K +$7.12K +22 +2%
DU
2002
Delphia (USA)
Ontario, Canada
$336K -$648K -2,006 -66%
FWA
2003
FSM Wealth Advisors
Ohio
$336K -$5.49K -17 -2%
IFA
2004
Index Fund Advisors
California
$335K +$323 +1 +0.1%
RWM
2005
RKL Wealth Management
Pennsylvania
$334K +$3.88K +12 +1%
CA
2006
Crewe Advisors
Utah
$334K +$31.4K +97 +10%
FG
2007
Foster Group
Iowa
$334K +$33K +102 +11%
AIP
2008
Ahrens Investment Partners
Louisiana
$333K – – –
PPWM
2009
Paragon Private Wealth Management
Kentucky
$332K – – –
PCMC
2010
Private Capital Management (Colorado)
Colorado
$331K -$20.3K -63 -6%
CVM
2011
Cheviot Value Management
California
$331K – – –
JF
2012
Joule Financial
Kentucky
$331K – – –
SA
2013
Shilanski & Associates
Alaska
$331K +$331K +1,025 New
CC
2014
Corton Capital
Ontario, Canada
$330K -$331K -1,023 -50%
AWM
2015
Aberdeen Wealth Management
Illinois
$330K – – –
DLHL
2016
Donald L. Hagan LLC
Florida
$330K – – –
AFT
2017
Alpha Family Trust
California
$330K +$56.6K +175 +21%
LODC
2018
Lanham O'Dell & Company
West Virginia
$330K +$330K +1,021 New
LF
2019
Lantz Financial
Illinois
$329K – – –
SIMM
2020
Stillwater Investment Management (Minnesota)
Minnesota
$329K +$970 +3 +0.3%
LF
2021
Lee Financial
Texas
$329K +$1.94K +6 +0.6%
TFF
2022
The Family Firm
Maryland
$327K +$647 +2 +0.2%
HWM
2023
Hemington Wealth Management
Virginia
$327K +$4.53K +14 +1%
CAM
2024
Concorde Asset Management
Michigan
$327K +$327K +1,010 New
PO
2025
Private Ocean
California
$326K – – –
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81
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