LLY icon

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 %
AIM
2026
Avity Investment Management
Connecticut
$325K – – –
MIM
2027
Montgomery Investment Management
Maryland
$324K – – –
TFO
2028
Tarbox Family Office
California
$324K – – –
IIM
2029
Intact Investment Management
Quebec, Canada
$324K +$324K +1,000 New
CCG
2030
Ceeto Capital Group
Florida
$323K – – –
MCM
2031
Mendel Capital Management
Arkansas
$323K – – –
MWM
2032
Mascoma Wealth Management
New Hampshire
$323K – – –
PWM
2033
PRW Wealth Management
Massachusetts
$323K – – –
SC
2034
Searle & Co
Connecticut
$323K – – –
CAM
2035
Cacti Asset Management
Georgia
$323K – – –
SOAG
2036
Silver Oak Advisory Group
Oregon
$323K – – –
SC
2037
Shay Capital
New York
$323K +$323K +1,000 New
DAM
2038
Doheny Asset Management
California
$323K +$323K +1,000 New
SAS
2039
Sanford Advisory Services
Michigan
$322K – – –
ZIG
2040
Zullo Investment Group
Pennsylvania
$322K +$6.79K +21 +2%
FBC
2041
Fairfield, Bush & Co
Connecticut
$321K +$190K +587 +145%
P
2042
&Partners
Tennessee
$320K +$29.1K +90 +10%
EAM
2043
Evanson Asset Management
California
$320K +$78K +241 +32%
ZF
2044
Zhang Financial
Michigan
$319K -$98.5K -305 -24%
BFG
2045
Beacon Financial Group
Texas
$318K +$318K +964 New
WWA
2046
WC Walker & Associates
California
$316K – – –
KIG
2047
Kowal Investment Group
Wisconsin
$316K +$11K +34 +4%
SN
2048
Sittner & Nelson
Oregon
$316K +$149K +460 +89%
CBA
2049
Coastal Bridge Advisors
Connecticut
$314K -$40.5K -125 -11%
JCM
2050
Janney Capital Management
Pennsylvania
$314K +$4.53K +14 +1%
80 81
82
83 84