LLY icon

Eli Lilly
LLY

Overview Fund Activity

2,657 hedge funds and large institutions have $288B invested in Eli Lilly in 2022 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 949 increasing their positions, 1,003 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,657
Holders Change
+186
Holders Change %
+7.53%
% of All Funds
42.87%
Holding in Top 10
197
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+5.35%
% of All Funds
3.18%
New
325
Increased
949
Reduced
1,003
Closed
92
Calls
$2.38B
Puts
$2.64B
Net Calls
-$260M
Net Calls Change
-$133M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.35B
2
BlackRock
BlackRock
New York
+$637M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$461M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$446M
5
UBS Group
UBS Group
Switzerland
+$313M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.39B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$794M
3
Primecap Management
Primecap Management
California
-$777M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$671M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
2476
Beaird Harris Wealth Management
Texas
$195K +$17.2K +47 +10%
ACM
2477
AUA Capital Management
Pennsylvania
$192K – – –
WR
2478
WD Rutherford
Oregon
$190K -$23.8K -65 -11%
AIM
2479
Arcadia Investment Management
Michigan
$190K +$6.95K +19 +4%
MAWCM
2480
Mine & Arao Wealth Creation & Management
California
$189K – – –
IWP
2481
IAG Wealth Partners
Wisconsin
$185K – – –
PGAM
2482
Princeton Global Asset Management
New Jersey
$185K – – –
PAI
2483
Pittenger & Anderson Inc
Nebraska
$181K -$31.5K -86 -15%
RFA
2484
Register Financial Advisors
Georgia
$178K +$178K +487 New
PCA
2485
Providence Capital Advisors
North Carolina
$177K +$177K +483 New
GI
2486
Gradient Investments
Minnesota
$175K -$8.78K -24 -5%
WOSD
2487
WFA of San Diego
California
$173K +$173K +474 New
BWM
2488
Baystate Wealth Management
Massachusetts
$171K +$367 +1 +0.2%
GAG
2489
Goodman Advisory Group
Massachusetts
$168K – – –
PP
2490
Paloma Partners
Connecticut
$167K +$158K +431 +1,658%
PCTC
2491
Perkins Coie Trust Company
Washington
$166K – – –
OIA
2492
Optimum Investment Advisors
Illinois
$166K -$165K -450 -50%
VCM
2493
Versant Capital Management
Arizona
$165K -$6.22K -17 -4%
MFA
2494
McClarren Financial Advisors
Pennsylvania
$164K +$365 +1 +0.2%
C
2495
Covestor
United Kingdom
$163K -$16.5K -45 -9%
OA
2496
Operose Advisors
Wisconsin
$163K -$20.1K -55 -11%
AS
2497
Altshuler Shaham
Israel
$160K -$1.62K -199 -1%
SCA
2498
Stuart Chaussee & Associates
California
$157K – – –
CCC
2499
Chelsea Counsel Company
California
$157K +$157K +430 New
TFS
2500
TrustCore Financial Services
Tennessee
$157K +$95.9K +262 +157%
98 99
100
101 102