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
$4.41B
2
BlackRock
BlackRock
New York
$23.8B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.86B
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$446M
5
UBS Group
UBS Group
Switzerland
$698M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.33B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$8.29B
3
Primecap Management
Primecap Management
California
$9.47B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$7.32B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$5.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
2576
MB, Levis & Associates
Pennsylvania
$47.6K +$47.6K +130 New
IFA
2577
Interactive Financial Advisors
Illinois
$47.6K – – –
GFWA
2578
Grey Fox Wealth Advisors
Delaware
$47.2K +$47.2K +129 New
KC
2579
Knuff & Co
California
$46.1K – – –
BSWA
2580
Bromfield Sneider Wealth Advisors
Massachusetts
$45.7K – – –
FP
2581
Financial Perspectives
Minnesota
$45.4K – – –
Loomis, Sayles & Company
2582
Loomis, Sayles & Company
Massachusetts
$44K +$12.1K +33 +38%
RAM
2583
Riggs Asset Management
Pennsylvania
$43.5K +$36.6K +100 +526%
HMS
2584
Hanseatic Management Services
New Mexico
$39K +$39K +107 New
NMG
2585
New Millennium Group
Utah
$38.8K – – –
FCT
2586
First Community Trust
Iowa
$38K – – –
SC
2587
Steph & Co
Wisconsin
$37K – – –
MWA
2588
Miller Wealth Advisors
Colorado
$37K – – –
CCMW
2589
Cypress Capital Management (Wyoming)
Wyoming
$36.6K – – –
TLA
2590
Tanglewood Legacy Advisors
Texas
$36.6K +$36.6K +100 New
FWA
2591
Freedom Wealth Alliance
Wisconsin
$36.6K +$36.6K +100 New
TF
2592
TimeScale Financial
Massachusetts
$35.2K – – –
NECFA
2593
New England Capital Financial Advisors
Connecticut
$34.8K +$34.8K +100 New
BFPW
2594
BOK Financial Private Wealth
Colorado
$34.8K – – –
DWA
2595
Delos Wealth Advisors
Texas
$33.3K – – –
DWP
2596
Destiny Wealth Partners
Florida
$33.3K +$16.5K +45 +98%
WAS
2597
Winch Advisory Services
Wisconsin
$30K – – –
CPFP
2598
Clear Perspectives Financial Planning
Ohio
$29.3K – – –
BA
2599
Bellwether Advisors
Nebraska
$27.4K -$26.7K -73 -49%
YDMI
2600
Y.D. More Investments
Israel
$25.7K +$25.7K +70 New
102 103
104
105 106