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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
$6.4B
2
Capital International Investors
Capital International Investors
California
$2.53B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$458M
4
Vanguard Group
Vanguard Group
Pennsylvania
$20.2B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$948M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.99B
2
Barclays
Barclays
United Kingdom
$340M
3
Lilly Endowment
Lilly Endowment
Indiana
$30.4B
4
Jennison Associates
Jennison Associates
New York
$2.26B
5
Deutsche Bank
Deutsche Bank
Germany
$724M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
2126
Global Trust Asset Management
Florida
$201K – – –
LFRG
2127
Lazard Frères Gestion
France
$201K +$201K +695 New
MPPLM
2128
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$201K +$201K +703 New
SCM
2129
Schnieders Capital Management
California
$200K -$24.3K -85 -11%
ECM
2130
EagleClaw Capital Management
Massachusetts
$200K -$14.3K -50 -7%
HRC
2131
Hoertkorn Richard Charles
$200K – – –
APW
2132
Aurora Private Wealth
New Jersey
$200K +$200K +699 New
BOS
2133
Bank of Stockton
California
$200K +$200K +700 New
BWM
2134
BigSur Wealth Management
Florida
$200K +$200K +700 New
DLG
2135
Daniel L. Goodwin
$200K +$200K +700 New
LSA
2136
Lansing Street Advisors
Pennsylvania
$197K +$197K +632 New
APW
2137
Acima Private Wealth
Virginia
$191K -$39K -136 -17%
CWC
2138
Carolinas Wealth Consulting
North Carolina
$189K -$1.15K -4 -0.6%
TFGT
2139
TS Financial Group (TSFG)
Illinois
$188K – – –
AA
2140
Addison Advisors
Vermont
$188K +$572 +2 +0.3%
KFS
2141
Kelly Financial Services
Massachusetts
$187K – – –
HR
2142
Howe & Rusling
New York
$187K +$2.86K +10 +2%
TJHA
2143
Thomas J. Herzfeld Advisors
Florida
$184K – – –
KIG
2144
Kessler Investment Group
Indiana
$182K +$182K +636 New
JFA
2145
JNBA Financial Advisors
Minnesota
$180K – – –
CFG
2146
CKW Financial Group
Hawaii
$176K – – –
SWA
2147
SOA Wealth Advisors
New York
$176K +$91.3K +320 +108%
GWMIA
2148
Global Wealth Management Investment Advisory
Florida
$173K +$861 +3 +0.5%
CAL
2149
Capital Advisors Ltd
Ohio
$173K +$2.29K +8 +1%
TWM
2150
Tradition Wealth Management
Minnesota
$173K +$8.59K +30 +5%
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