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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 %
AWM
2076
Avaii Wealth Management
Wisconsin
$275K +$21.4K +66 +8%
AFT
2077
Alpha Family Trust
California
$274K +$274K +845 New
ACM
2078
Ashford Capital Management
Delaware
$273K – – –
FAFN
2079
First Affirmative Financial Network
Colorado
$272K -$137K -422 -33%
ST
2080
Sageworth Trust
Pennsylvania
$272K +$272K +840 New
AO
2081
Advisor OS
Illinois
$270K – – –
MFA
2082
Morling Financial Advisors
California
$269K +$649 +2 +0.2%
SHFA
2083
SS&H Financial Advisors
Michigan
$268K -$81.1K -250 -23%
BA
2084
Bridgewater Advisors
New York
$268K -$16.8K -52 -6%
MHB
2085
Midwest Heritage Bank
Iowa
$268K – – –
KOC
2086
Koss-Olinger Consulting
Florida
$267K -$93.2K -287 -26%
SCM
2087
Seascape Capital Management
New Hampshire
$267K +$1.95K +6 +0.7%
PMG
2088
ProVise Management Group
Florida
$265K -$13K -40 -5%
RWP
2089
Revolve Wealth Partners
New Jersey
$263K +$32.5K +100 +14%
SA
2090
Syntax Advisors
New York
$261K -$18.5K -57 -7%
VCG
2091
Vantage Consulting Group
Virginia
$261K -$18.5K -57 -7%
PWM
2092
Paulson Wealth Management
Illinois
$261K – – –
CIC
2093
Cornercap Investment Counsel
Georgia
$260K – – –
AW
2094
Avion Wealth
Texas
$260K +$17.8K +55 +7%
HPC
2095
Hobart Private Capital
North Carolina
$259K – – –
CCB
2096
Cutter & Co Brokerage
Missouri
$259K -$193K -597 -43%
TPWM
2097
Twelve Points Wealth Management
Massachusetts
$259K -$47.9K -148 -16%
AWCI
2098
Alpine Woods Capital Investors
New York
$259K – – –
PAM
2099
Premier Asset Management
Illinois
$259K +$259K +785 New
ER
2100
Enlightenment Research
Florida
$259K +$259K +800 New
82 83
84
85 86