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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 %
OWP
2101
Obermeyer Wealth Partners
Colorado
$281K – – –
HR
2102
Howe & Rusling
New York
$281K +$70.9K +219 +34%
WE
2103
Wealth Effects
Massachusetts
$280K +$46.9K +145 +20%
ZIG
2104
Zuckerman Investment Group
Illinois
$279K – – –
AC
2105
Applied Capital
Arkansas
$279K +$647 +2 +0.2%
PIA
2106
Powell Investment Advisors
Florida
$278K – – –
IC
2107
Inscription Capital
Texas
$278K +$1.62K +5 +0.6%
GC
2108
Garde Capital
Washington
$277K – – –
CCT
2109
Capital City Trust
Florida
$277K – – –
AF
2110
Apexium Financial
Texas
$277K +$277K +857 New
CSWG
2111
Cardinal Strategic Wealth Guidance
Kentucky
$276K -$3.87K -12 -1%
GWM
2112
Greenhouse Wealth Management
Connecticut
$276K – – –
BPFA
2113
Barnes Pettey Financial Advisors
Mississippi
$275K -$16.2K -50 -6%
SFP
2114
Sterling Financial Planning
New Jersey
$275K – – –
NAMP
2115
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$275K – – –
CCB
2116
Cutter & Co Brokerage
Missouri
$275K +$16.5K +51 +6%
FB
2117
First Bancorp
Maine
$274K -$20.7K -64 -7%
CPA
2118
Cardiff Park Advisors
California
$274K +$274K +847 New
CFSG
2119
Clark Financial Services Group
Missouri
$273K +$273K +846 New
QWM
2120
Quaker Wealth Management
New Jersey
$272K +$272K +842 New
WHCI
2121
W.H. Cornerstone Investments
Massachusetts
$271K +$271K +828 New
DWM
2122
Drive Wealth Management
Utah
$270K +$270K +835 New
VIA
2123
Virtus Investment Advisers
Connecticut
$270K +$270K +836 New
EFL
2124
ERn Financial LLC
Wisconsin
$269K +$12.3K +38 +5%
SA
2125
Strategic Advisors
New York
$269K +$59.7K +185 +29%
83 84
85
86 87