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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 %
JIP
751
Jaffetilchin Investment Partners
Florida
$4.83M -$79.8K -218 -2%
MCWS
752
McKinley Carter Wealth Services
West Virginia
$4.83M -$72.8K -199 -1%
RCM
753
RNC Capital Management
California
$4.83M -$425K -1,161 -8%
PWA
754
Providence Wealth Advisors
Illinois
$4.82M -$50.6K -141 -1%
AG
755
AIA Group
Hong Kong
$4.82M -$282K -772 -6%
AAM
756
Arabesque Asset Management
United Kingdom
$4.81M +$1.91M +5,211 +66%
ESB
757
Essex Savings Bank
Connecticut
$4.8M -$78.3K -214 -2%
SACTSONJ
758
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.79M – – –
CIA
759
Cohen Investment Advisors
New Hampshire
$4.78M -$120K -329 -2%
SFA
760
Sequoia Financial Advisors
Ohio
$4.77M +$2.59M +7,073 +119%
TPCW
761
TD Private Client Wealth
New York
$4.75M +$461K +1,259 +11%
SCI
762
Stableford Capital II
Arizona
$4.72M -$53.9K -154 -1%
SBH
763
Segall Bryant & Hamill
Illinois
$4.69M -$31.5K -86 -0.7%
LNC
764
Lincoln National Corp
Pennsylvania
$4.66M -$1.8M -4,932 -28%
RMCM
765
Reynders McVeigh Capital Management
Massachusetts
$4.66M – – –
FCCM
766
First City Capital Management
Georgia
$4.63M -$316K -865 -6%
BSW
767
Buckingham Strategic Wealth
Missouri
$4.61M -$410K -1,120 -8%
AWA
768
Aaron Wealth Advisors
Illinois
$4.55M -$21.6K -59 -0.5%
CA
769
Cornerstone Advisors
North Carolina
$4.54M – – –
AUB
770
Atlantic Union Bankshares
Virginia
$4.51M -$558K -1,524 -11%
TA
771
TruWealth Advisors
Louisiana
$4.5M +$4.23M +11,561 +1,592%
AWM
772
Affinity Wealth Management
Delaware
$4.49M +$119K +324 +3%
CB
773
Cadence Bank
Mississippi
$4.45M +$65.9K +180 +2%
GRP
774
Global Retirement Partners
California
$4.45M +$286K +782 +7%
LS
775
Leelyn Smith
Illinois
$4.44M +$367K +1,002 +9%
29 30
31
32 33