LLY icon

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 %
AGA
2201
Accuvest Global Advisors
Utah
$229K – – –
SFA
2202
Source Financial Advisors
New York
$229K +$17.5K +54 +8%
SAM
2203
Secure Asset Management
Michigan
$228K -$323 -1 -0.1%
SC
2204
Sepio Capital
Utah
$228K +$13.1K +40 +6%
AIM
2205
Aspen Investment Management
Michigan
$228K +$228K +706 New
HVM
2206
Harvest Volatility Management
Connecticut
$227K -$21.1K -64 -8%
DLG
2207
Daniel L. Goodwin
$227K – – –
APW
2208
Aurora Private Wealth
New Jersey
$227K +$646 +2 +0.3%
RWB
2209
RMR Wealth Builders
New Jersey
$227K +$24.5K +76 +12%
CMBA
2210
C.M. Bidwell & Associates
Hawaii
$227K +$227K +701 New
UCB
2211
United Community Bank
South Carolina
$227K +$110K +340 +94%
HRC
2212
Hoertkorn Richard Charles
$226K – – –
BWM
2213
BigSur Wealth Management
Florida
$226K – – –
FAFN
2214
First Affirmative Financial Network
Colorado
$225K -$46.2K -143 -17%
TP
2215
Tranquility Partners
Tennessee
$223K -$5.81K -18 -3%
MKC
2216
M. Kraus & Co
Vermont
$223K +$223K +691 New
RWM
2217
Reston Wealth Management
Virginia
$222K -$70.9K -219 -24%
WF
2218
Wayfinding Financial
Washington
$222K +$12.3K +38 +6%
HLOC
2219
H.L. Ormond & Company
North Carolina
$222K +$222K +687 New
BFIM
2220
Beese Fulmer Investment Management
Ohio
$221K +$2.26K +7 +1%
UAS
2221
United Asset Strategies
New York
$220K -$972 -3 -0.4%
KIM
2222
Karpus Investment Management
New York
$220K – – –
TCPWM
2223
Traverso Chambers Private Wealth Management
California
$220K – – –
IWA
2224
Inspirion Wealth Advisors
Illinois
$220K +$19.7K +61 +10%
IAG
2225
Investment Advisory Group
Massachusetts
$219K – – –
87 88
89
90 91