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 %
Kovitz Investment Group Partners
501
Kovitz Investment Group Partners
Illinois
$11.4M -$2.4M -6,572 -17%
BIG
502
Builder Investment Group
Georgia
$11.4M +$11.4M +31,240 New
PJSIMP
503
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.4M -$660K -1,803 -5%
Wealth Enhancement Advisory Services
504
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$8.67M +25,457 +324%
HWAM
505
Hennion & Walsh Asset Management
New Jersey
$11.3M -$314K -859 -3%
GI
506
GAMCO Investors
Connecticut
$11.3M +$4.3M +11,759 +62%
RJT
507
Raymond James Trust
Florida
$11.3M -$240K -655 -2%
ST
508
Spinnaker Trust
Maine
$11.2M -$385K -1,052 -3%
WP
509
Waycross Partners
Kentucky
$11.2M +$4.55M +12,425 +69%
BS
510
Banco Santander
Spain
$11.1M -$1.42M -3,883 -11%
SL
511
Salomon & Ludwin
Virginia
$11M +$476K +1,301 +5%
MAM
512
Meeder Asset Management
Ohio
$11M -$3.23M -8,833 -23%
CIP
513
Chartwell Investment Partners
Pennsylvania
$11M -$1.35M -3,684 -11%
RP
514
Rice Partnership
Hawaii
$10.9M +$89.3K +244 +0.8%
AIP
515
Ameritas Investment Partners
Nebraska
$10.9M -$633K -1,765 -5%
Capital Fund Management (CFM)
516
Capital Fund Management (CFM)
France
$10.9M +$10.9M +29,736 New
SP
517
Sarasin & Partners
United Kingdom
$10.8M -$8.14M -22,244 -43%
CAG
518
Crestwood Advisors Group
Massachusetts
$10.7M +$6.95K +19 +0.1%
SW
519
SkyOak Wealth
Michigan
$10.6M -$352K -963 -3%
CA
520
Cetera Advisors
Colorado
$10.6M +$3.68M +10,052 +53%
JAG
521
Journey Advisory Group
Kentucky
$10.6M +$1.43M +3,900 +16%
WKWM
522
Walter & Keenan Wealth Management
Indiana
$10.6M -$369K -1,010 -3%
Luther King Capital Management (LKCM)
523
Luther King Capital Management (LKCM)
Texas
$10.5M +$1.09M +2,990 +12%
M
524
Mirova
France
$10.5M +$367K +1,004 +4%
PCM
525
Parsons Capital Management
Rhode Island
$10.5M -$61.5K -168 -0.6%
19 20
21
22 23