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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 %
SEP
2101
Southland Equity Partners
Missouri
$211K – – –
BFIM
2102
Beese Fulmer Investment Management
Ohio
$211K -$28.6K -100 -12%
FSC
2103
Full Sail Capital
Oklahoma
$211K +$211K +737 New
BSAM
2104
Blue Square Asset Management
New York
$210K – – –
NWA
2105
Navis Wealth Advisors
New York
$210K – – –
MFG
2106
Merit Financial Group
Georgia
$210K +$210K +735 New
NME
2107
Notis-McConarty Edward
$209K – – –
LFG
2108
Lockerman Financial Group
California
$209K +$209K +730 New
OBWG
2109
Onyx Bridge Wealth Group
New York
$209K +$209K +732 New
FC
2110
Ferris Capital
Massachusetts
$208K – – –
AAM
2111
Auxier Asset Management
Oregon
$208K – – –
LAS
2112
LWM Advisory Services
Florida
$208K +$208K +727 New
IWA
2113
Inspirion Wealth Advisors
Illinois
$206K +$206K +719 New
CL
2114
COWA LLC
Oklahoma
$206K +$206K +719 New
DSAM
2115
Dock Street Asset Management
Florida
$206K +$206K +721 New
WFA
2116
Websterrogers Financial Advisors
South Carolina
$205K +$205K +699 New
PSB
2117
Piscataqua Savings Bank
New Hampshire
$204K – – –
HCA
2118
Horan Capital Advisors
Ohio
$204K +$204K +713 New
PFGIA
2119
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$16.9K +59 +9%
KCFA
2120
Key Client Fiduciary Advisors
New Jersey
$203K +$203K +709 New
RWP
2121
Revolve Wealth Partners
New Jersey
$203K +$203K +710 New
LWA
2122
Lenox Wealth Advisors
New York
$202K -$10.6K -34 -5%
DSC
2123
Duncker Streett & Co
Missouri
$202K +$286 +1 +0.1%
SAM
2124
Secure Asset Management
Michigan
$202K +$202K +704 New
VC
2125
Vicus Capital
Pennsylvania
$202K +$202K +707 New
83 84
85
86 87