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Eli Lilly

2,485 hedge funds and large institutions have $257B invested in Eli Lilly in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 942 increasing their positions, 936 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 85

3% more funds holding in top 10

Funds holding in top 10: 183188 (+5)

2% more funds holding

Funds holding: 2,4462,485 (+39)

1% more capital invested

Capital invested by funds: $255B → $257B (+$2.12B)

0.74% more ownership

Funds ownership: 82.96%83.71% (+0.74%)

1% more repeat investments, than reductions

Existing positions increased: 942 | Existing positions reduced: 936

5% less call options, than puts

Call options by funds: $2.43B | Put options by funds: $2.55B

Holders
2,485
Holders Change
+39
Holders Change %
+1.59%
% of All Funds
42.8%
Holding in Top 10
188
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.73%
% of All Funds
3.24%
New
157
Increased
942
Reduced
936
Closed
85
Calls
$2.43B
Puts
$2.55B
Net Calls
-$127M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
2151
Syntax Advisors
New York
$263K +$1.9K +6 +0.7%
VCG
2152
Vantage Consulting Group
Virginia
$263K +$1.9K +6 +0.7%
MW
2153
MBL Wealth
North Carolina
$262K +$21.5K +68 +9%
AW
2154
Avion Wealth
Texas
$260K
PWM
2155
Paulson Wealth Management
Illinois
$260K
AC
2156
ASB Consultores
Florida
$259K -$40.2K -127 -14%
CA
2157
Callahan Advisors
Texas
$259K -$15.8K -50 -6%
AWCI
2158
Alpine Woods Capital Investors
New York
$259K
TPWM
2159
Twelve Points Wealth Management
Massachusetts
$259K
HPC
2160
Hobart Private Capital
North Carolina
$259K
KAM
2161
Knightsbridge Asset Management
California
$258K +$253K +797 New
MAM
2162
McCarthy Asset Management
California
$256K
MHR
2163
Matthew Hamilton Rosenberg
$256K +$2.85K +9 +1%
OA
2164
Oxbow Advisors
Texas
$256K +$251K +793 New
FFS
2165
Founders Financial Securities
Maryland
$255K +$250K +789 New
ACP
2166
Aviance Capital Partners
Florida
$254K -$317 -1 -0.1%
MC
2167
Middleton & Co
Massachusetts
$254K
MPAM
2168
Murphy Pohlad Asset Management
Minnesota
$254K
VWM
2169
Valley Wealth Managers
New Jersey
$254K
PPW
2170
Pasadena Private Wealth
California
$251K
CFG
2171
Cooper Financial Group
California
$250K +$14.6K +46 +6%
CWM
2172
Campbell Wealth Management
Virginia
$250K +$245K +774 New
CIC
2173
Cornercap Investment Counsel
Georgia
$249K -$10.8K -34 -4%
SDWMA
2174
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K -$6.02K -19 -2%
TC
2175
TownSquare Capital
Utah
$245K +$240K +758 New

LLY Hedge Fund Activity: Q3 2022 in Review

2,485 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2022, worth a combined $257B — up 0.83% from $255B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new LLY positions and 85 closed out — a net gain of 72 holders — while 942 added to existing stakes and 936 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.4B. The largest seller was Fisher Asset Management, cutting an estimated $644M.

  • 2,485 institutional investors held Eli Lilly (LLY) as of Q3 2022, up from 2,446 in Q2 2022.
  • Funds reported $257B of Eli Lilly stock for Q3 2022, up 0.83% quarter-over-quarter.
  • 157 funds opened new Eli Lilly positions in Q3 2022 and 85 closed out, a net change of +72 holders.
  • The largest Eli Lilly buyer in Q3 2022 was T. Rowe Price Associates, an estimated $1.4B added.
  • The largest Eli Lilly seller in Q3 2022 was Fisher Asset Management, an estimated $644M sold.

Based on aggregated 13F filings for Q3 2022.