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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 %
DWMG
2551
DB Wealth Management Group
California
$73.2K – – –
CSPAM
2552
Cary Street Partners Asset Management
Virginia
$73.2K +$66.6K +182 +1,011%
SAM
2553
Sycomore Asset Management
France
$73K – – –
UIA
2554
Ulland Investment Advisors
Minnesota
$73K – – –
AWM
2555
Accel Wealth Management
Iowa
$68.4K +$20.9K +57 +44%
WWM
2556
Wolff Wiese Magana
California
$66.2K -$128K -350 -66%
MFT
2557
Moisand Fitzgerald Tamayo
Florida
$64K +$25.2K +69 +65%
TCM
2558
Tradewinds Capital Management
Washington
$62.2K +$16.5K +45 +36%
KIA
2559
Kraematon Investment Advisors
Massachusetts
$61.5K +$61.5K +168 New
CWA
2560
Clearview Wealth Advisors
Oregon
$61.5K +$2.2K +6 +4%
IUHSA
2561
Itau Unibanco Holding S.A.
Brazil
$60.7K -$15.7K -43 -21%
DCM
2562
Disciplina Capital Management
Tennessee
$60K – – –
SC
2563
Schubert & Co
Texas
$58.5K +$5.85K +16 +11%
AWM
2564
Abound Wealth Management
Tennessee
$58.3K +$13.6K +37 +30%
TAIM
2565
TD Ameritrade Investment Management
Nebraska
$58K -$76.6K -210 -57%
ST
2566
Sageworth Trust
Pennsylvania
$58K -$1.09K -3 -2%
OLVIG
2567
Oliver Lagore Vanvalin Investment Group
Michigan
$56K -$732 -2 -1%
CQS
2568
Credential Qtrade Securities
$55.6K -$19.4K -53 -26%
VLKIM
2569
Van Lanschot Kempen Investment Management
Netherlands
$54.9K -$17.6K -48 -24%
GA
2570
GoalVest Advisory
New York
$54.9K – – –
CWM
2571
Cranbrook Wealth Management
Michigan
$54.5K – – –
WWP
2572
WR Wealth Planners
Missouri
$51.6K – – –
AWM
2573
Align Wealth Management
Oklahoma
$49.8K +$49.8K +154 New
RTL
2574
Red Tortoise LLC
Georgia
$49.8K +$49.8K +136 New
VF
2575
VitalStone Financial
Texas
$48K +$48K +128 New
101 102
103
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