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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 %
I
2201
INVST
Indiana
$213K +$213K +699 New
WA
2202
Waverly Advisors
Alabama
$212K +$212K +654 New
SFA
2203
Source Financial Advisors
New York
$212K +$212K +654 New
ECM
2204
EagleClaw Capital Management
Massachusetts
$211K -$16.2K -50 -7%
TA
2205
TruWealth Advisors
Louisiana
$211K +$211K +650 New
PWA
2206
Peterson Wealth Advisors
Utah
$211K +$211K +651 New
KFS
2207
Kelly Financial Services
Massachusetts
$211K -$1.62K -5 -0.8%
PCM
2208
Passive Capital Management
Maryland
$210K +$210K +648 New
HR
2209
Howe & Rusling
New York
$210K -$1.62K -5 -0.8%
HCM
2210
Hutchinson Capital Management
California
$210K +$210K +648 New
SA
2211
Strategic Advisors
New York
$210K +$210K +649 New
WF
2212
Wayfinding Financial
Washington
$210K +$210K +650 New
PAMG
2213
Patton Albertson Miller Group
Tennessee
$209K -$73.1K -225 -26%
KCFA
2214
Key Client Fiduciary Advisors
New Jersey
$209K -$21.1K -65 -9%
HCP
2215
Holt Capital Partners
Texas
$209K +$209K +645 New
KWS
2216
Keystone Wealth Services
California
$209K +$209K +646 New
RWI
2217
Red Wave Investments
Pennsylvania
$209K +$209K +646 New
GPA
2218
Garrison Point Advisors
California
$208K +$208K +640 New
SNBOSD
2219
Security National Bank of So Dak
Iowa
$207K +$207K +638 New
LFA
2220
Legend Financial Advisors
Pennsylvania
$207K +$207K +638 New
KIG
2221
Kessler Investment Group
Indiana
$206K – – –
AWS
2222
Arkfeld Wealth Strategies
Nebraska
$206K +$206K +624 New
NIM
2223
Nicollet Investment Management
Minnesota
$206K +$206K +635 New
MGWM
2224
Marks Group Wealth Management
Minnesota
$206K +$206K +636 New
LSA
2225
Lansing Street Advisors
Pennsylvania
$205K +$324 +1 +0.2%
87 88
89
90 91