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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 %
PWM
776
Perigon Wealth Management
California
$4.44M +$431K +1,179 +11%
PL
777
Plancorp LLC
Missouri
$4.43M -$3.29K -9 -0.1%
GJIC
778
Gamble Jones Investment Counsel
California
$4.41M -$58.5K -160 -1%
EB
779
Eastern Bank
Massachusetts
$4.4M -$343K -937 -7%
AAIM
780
American Assets Investment Management
California
$4.39M – – –
PP
781
Patten & Patten
Tennessee
$4.36M +$1.69M +4,631 +64%
WA
782
WealthTrust Axiom
Pennsylvania
$4.35M -$37K -101 -0.8%
TPWA
783
TRUE Private Wealth Advisors
Oregon
$4.33M -$28.9K -79 -0.7%
DJYG
784
David J. Yvars Group
Florida
$4.32M -$145K -396 -3%
NEAM
785
New England Asset Management
Connecticut
$4.32M -$3.33M -9,100 -44%
BHB
786
Bank Hapoalim BM
Israel
$4.32M -$294K -805 -6%
FTDI
787
First Trust Direct Indexing
Massachusetts
$4.32M -$96.6K -264 -2%
PAS
788
Park Avenue Securities
New York
$4.3M +$316K +864 +8%
AHB
789
Abner Herrman & Brock
New Jersey
$4.3M +$1.37M +3,753 +47%
ISL
790
Ingalls & Snyder LLC
New York
$4.29M -$18.3K -50 -0.4%
SBL
791
Sargent Bickham Lagudis
Colorado
$4.23M +$235K +643 +6%
NL
792
NWAM LLC
Washington
$4.21M +$2.71M +7,405 +181%
PAIM
793
Punch & Associates Investment Management
Minnesota
$4.16M +$146K +400 +4%
PIA
794
Petredis Investment Advisors
Pennsylvania
$4.14M +$4.14M +11,316 New
MFA
795
Mayflower Financial Advisors
Massachusetts
$4.13M +$4.39K +12 +0.1%
MBT
796
Montecito Bank & Trust
California
$4.12M -$125K -343 -3%
GAG
797
GM Advisory Group
New York
$4.11M – – –
FB
798
Fulton Bank
Pennsylvania
$4.1M -$51.6K -141 -1%
MAS
799
Meeder Advisory Services
Ohio
$4.1M +$4.1M +11,201 New
BCM
800
Beck Capital Management
Texas
$4.07M +$1.37M +3,749 +51%
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