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Eli Lilly

2,345 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, 885 increasing their positions, 866 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 105

29% more funds holding in top 10

Funds holding in top 10: 79102 (+23)

2% more funds holding

Funds holding: 2,3032,345 (+42)

4% more capital invested

Capital invested by funds: $217B → $225B (+$7.89B)

2% more repeat investments, than reductions

Existing positions increased: 885 | Existing positions reduced: 866

0.3% more ownership

Funds ownership: 82.58%82.88% (+0.3%)

12% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.55B

Holders
2,345
Holders Change
+42
Holders Change %
+1.82%
% of All Funds
36.99%
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
885
Reduced
866
Closed
105
Calls
$1.36B
Puts
$1.55B
Net Calls
-$188M
Net Calls Change
+$408M
Name Holding Trade Value Shares
Change
Change in
Stake
Lilly Endowment
1
Lilly Endowment
Indiana
$30.4B -$337M -1,309,624 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.2B +$314M +1,219,424 +2%
BlackRock
3
BlackRock
New York
$18.3B +$93.6M +363,797 +0.6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$14.9B +$7.7M +29,909 +0.1%
State Street
5
State Street
Massachusetts
$9.67B -$45.3M -175,942 -0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$9.03B +$253M +982,907 +3%
Primecap Management
7
Primecap Management
California
$8.27B -$210M -817,450 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$7.8B -$15.7M -60,967 -0.2%
Capital World Investors
9
Capital World Investors
California
$6.4B +$834M +3,242,548 +17%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$5.99B -$1.1B -4,259,691 -17%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$4.99B
JP Morgan Chase
12
JP Morgan Chase
New York
$4.67B -$181M -701,646 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.37B +$150M +581,068 +4%
Northern Trust
14
Northern Trust
Illinois
$3.23B -$46.3M -179,919 -2%
Bank of America
15
Bank of America
North Carolina
$2.66B -$52.7M -204,650 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.65B -$6.59M -25,615 -0.3%
Capital International Investors
17
Capital International Investors
California
$2.53B +$531M +2,063,557 +30%
Ameriprise
18
Ameriprise
Minnesota
$2.41B +$123M +476,150 +6%
Norges Bank
19
Norges Bank
Norway
$2.32B +$25.9M +100,588 +1%
Jennison Associates
20
Jennison Associates
New York
$2.26B -$323M -1,254,308 -14%
Fisher Asset Management
21
Fisher Asset Management
Washington
$2.15B +$134M +521,295 +7%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.8B +$90.5M +351,755 +6%
N
23
Nuveen
North Carolina
$1.47B +$164M +636,694 +14%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$1.45B -$97.7M -379,771 -7%
Invesco
25
Invesco
Georgia
$1.37B -$124M -482,716 -9%

LLY Hedge Fund Activity: Q1 2022 in Review

2,345 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2022, worth a combined $225B — up 3.6% from $217B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new LLY positions and 105 closed out — a net gain of 63 holders — while 885 added to existing stakes and 866 trimmed.

The largest buyer was Capital World Investors, adding an estimated $834M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.1B.

  • 2,345 institutional investors held Eli Lilly (LLY) as of Q1 2022, up from 2,303 in Q4 2021.
  • Funds reported $225B of Eli Lilly stock for Q1 2022, up 3.6% quarter-over-quarter.
  • 168 funds opened new Eli Lilly positions in Q1 2022 and 105 closed out, a net change of +63 holders.
  • The largest Eli Lilly buyer in Q1 2022 was Capital World Investors, an estimated $834M added.
  • The largest Eli Lilly seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2022.