LLY icon

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
$9.32B
2
Morgan Stanley
Morgan Stanley
New York
$2.43B
3
Capital Research Global Investors
Capital Research Global Investors
California
$945M
4
Jennison Associates
Jennison Associates
New York
$3.36B
5
Marshall Wace
Marshall Wace
United Kingdom
$367M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.61B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$7.6B
3
Lilly Endowment
Lilly Endowment
Indiana
$33.8B
4
Fisher Asset Management
Fisher Asset Management
Washington
$1.92B
5
DZ Bank
DZ Bank
Germany
$740M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
2176
Advanced Asset Management Advisors
Ohio
$225K +$225K +693 New
RDWM
2177
Red Door Wealth Management
Tennessee
$224K +$224K +692 New
SLT
2178
St Louis Trust
Missouri
$223K +$223K +687 New
UAS
2179
United Asset Strategies
New York
$221K +$221K +682 New
BFIM
2180
Beese Fulmer Investment Management
Ohio
$220K -$19.1K -59 -8%
TCPWM
2181
Traverso Chambers Private Wealth Management
California
$220K +$220K +679 New
KIM
2182
Karpus Investment Management
New York
$220K +$220K +680 New
HCM
2183
HM Capital Management
Missouri
$219K +$219K +675 New
IAG
2184
Investment Advisory Group
Massachusetts
$219K +$219K +677 New
FNWM
2185
Financial Network Wealth Management
Utah
$217K -$97.5K -300 -31%
NME
2186
Notis-McConarty Edward
$217K -$19.4K -60 -8%
CDIA
2187
Capital Directions Investment Advisors
Georgia
$217K +$64.8K +200 +43%
OAM
2188
Oberweis Asset Management
Illinois
$217K +$217K +668 New
ACM
2189
Advance Capital Management
Michigan
$217K +$217K +670 New
CNC
2190
Citizens & Northern Corp
Pennsylvania
$216K -$2.05M -6,302 -90%
PMG
2191
Private Management Group
California
$216K +$216K +666 New
WCG
2192
Weaver Consulting Group
California
$215K -$24.3K -75 -10%
TJHA
2193
Thomas J. Herzfeld Advisors
Florida
$215K +$6.81K +21 +3%
KCPG
2194
Kavar Capital Partners Group
Kansas
$214K +$214K +660 New
BFS
2195
Bickling Financial Services
Massachusetts
$214K +$214K +660 New
TFGT
2196
TS Financial Group (TSFG)
Illinois
$213K +$325 +1 +0.2%
AA
2197
Addison Advisors
Vermont
$213K +$324 +1 +0.2%
IDA
2198
Intelligence Driven Advisers
California
$213K +$213K +645 New
SC
2199
Sepio Capital
Utah
$213K +$213K +657 New
WP
2200
WealthShield Partners
North Carolina
$213K +$213K +658 New
86 87
88
89 90