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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 %
CPG
2526
Cornerstone Planning Group
New Jersey
$112K +$112K +319 New
CSWM
2527
Cassady Schiller Wealth Management
Ohio
$111K +$111K +304 New
RA
2528
Rise Advisors
New York
$111K – – –
SC
2529
Sierra Capital
Florida
$110K – – –
DMKJ
2530
David M. Knott Jr
$110K – – –
TSWM
2531
Tyler-Stone Wealth Management
Ohio
$110K – – –
MWA
2532
Moser Wealth Advisors
Washington
$110K – – –
CAL
2533
Capital Analysts LLC
Pennsylvania
$109K -$4.01K -11 -4%
Q
2534
QVR
California
$108K +$108K +296 New
PK
2535
Pflug Koory
Nebraska
$108K – – –
RDIA
2536
RE Dickinson Investment Advisors
Iowa
$105K – – –
CP
2537
Castleview Partners
Texas
$99.9K – – –
SA
2538
SRH Advisors
Kansas
$98K -$61.3K -167 -38%
FA
2539
Fiduciary Alliance
South Carolina
$97.3K +$97.3K +266 New
EMFAT
2540
Emerald Mutual Fund Advisers Trust
Pennsylvania
$94.4K -$8.41K -23 -8%
BIA
2541
Bell Investment Advisors
California
$94.4K +$24.5K +67 +35%
NF
2542
Norwood Financial
Pennsylvania
$93.3K – – –
GIA
2543
Goodwin Investment Advisory
Georgia
$91.1K – – –
EE
2544
EWG Elevate
California
$88.2K +$88.2K +241 New
WAM
2545
Worth Asset Management
Texas
$84.5K +$69.5K +190 +463%
APP
2546
Alpha Paradigm Partners
Illinois
$81K +$46.9K +128 +138%
SWM
2547
Sugarloaf Wealth Management
Georgia
$80.5K -$107K -292 -57%
DIP
2548
DT Investment Partners
Pennsylvania
$77.2K – – –
HS
2549
Horan Securities
United States
$77.1K +$59.2K +162 +331%
CFFP
2550
Center for Financial Planning
Michigan
$73.2K -$15.4K -42 -17%
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102
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