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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 %
TW
726
Transform Wealth
Colorado
$5.17M +$5.17M +14,122 New
IB
727
Intrust Bank
Kansas
$5.16M +$182K +497 +4%
TCA
728
Transcend Capital Advisors
New Jersey
$5.13M +$200K +548 +4%
GIA
729
Gladstone Institutional Advisory
Florida
$5.12M -$577K -1,576 -10%
HIC
730
Harvey Investment Company
Kentucky
$5.11M – – –
SFG
731
Summit Financial Group
West Virginia
$5.09M -$7.32K -20 -0.1%
CWM
732
Centric Wealth Management
Illinois
$5.08M +$45.4K +124 +0.9%
Nomura Holdings
733
Nomura Holdings
Japan
$5.07M -$5.22M -14,260 -51%
CWM
734
CMH Wealth Management
New Hampshire
$5.05M -$37K -101 -0.7%
WSC
735
Wellington Shields & Co
New York
$5.04M +$30.4K +83 +0.6%
ECG
736
Edge Capital Group
Georgia
$4.99M +$239K +652 +5%
ACM
737
AlphaStar Capital Management
North Carolina
$4.98M -$478K -1,307 -9%
BCM
738
Bridgeway Capital Management
Texas
$4.98M -$2.03M -5,546 -29%
IFAM
739
Institutional & Family Asset Management
Colorado
$4.96M -$682K -1,864 -12%
SFG
740
SevenBridge Financial Group
Pennsylvania
$4.95M -$30.7K -84 -0.6%
GCM
741
Glynn Capital Management
California
$4.94M – – –
CA
742
Commerzbank Aktiengesellschaft
Germany
$4.94M -$91.5K -250 -2%
NGA
743
Naples Global Advisors
Florida
$4.93M -$132K -360 -3%
TMAM
744
Tokio Marine Asset Management
Japan
$4.91M +$502K +1,373 +11%
AIM
745
Anchor Investment Management
South Carolina
$4.9M -$183K -501 -4%
HCMT
746
Highland Capital Management (Tennessee)
Tennessee
$4.9M +$898K +2,455 +22%
BO
747
Bank OZK
Arkansas
$4.89M -$37.7K -103 -0.8%
CHP
748
Cable Hill Partners
Oregon
$4.87M +$112K +306 +2%
JWM
749
Jessup Wealth Management
Ohio
$4.85M +$4.85M +13,266 New
PCM
750
Perkins Capital Management
Minnesota
$4.84M – – –
28 29
30
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