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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 %
PCM
801
Princeton Capital Management
New Jersey
$4.07M -$226K -617 -5%
AMIM
802
Aull & Monroe Investment Management
Alabama
$4.06M -$265K -724 -6%
CWM
803
C2C Wealth Management
Arizona
$4.05M – – –
BG
804
Bellevue Group
Switzerland
$4.04M +$573K +1,565 +16%
BRA
805
Bender Robert & Associates
California
$4.04M +$27.4K +75 +0.7%
CCA
806
Checchi Capital Advisers
California
$4.03M -$19K -52 -0.5%
MIM
807
MTM Investment Management
South Carolina
$4.03M +$366 +1 +0%
MWVC
808
Morgens Waterfall Vintiadis & Co
New York
$4.02M -$329K -900 -8%
UHC
809
Union Heritage Capital
Michigan
$4.02M – – –
SAM
810
Smithbridge Asset Management
Pennsylvania
$4.02M +$4.02M +10,998 New
OAJ
811
Ogorek Anthony Joseph
New York
$4.02M -$26.3K -72 -0.7%
SFP
812
Shepherd Financial Partners
Massachusetts
$4.02M -$9.51K -26 -0.2%
CT
813
Cambridge Trust
Massachusetts
$4M +$136K +371 +4%
HWMA
814
Heritage Wealth Management (Arizona)
Arizona
$3.96M +$2.12M +5,792 +115%
SCP
815
Stamos Capital Partners
California
$3.96M -$2.07M -5,670 -34%
IFPG
816
Intrepid Financial Planning Group
Indiana
$3.93M -$367K -1,002 -9%
EP
817
Essential Planning
New Hampshire
$3.93M +$3.93M +12,336 New
WI
818
Wahed Invest
New York
$3.93M +$404K +1,104 +11%
BAM
819
Belpointe Asset Management
Nevada
$3.93M +$128K +350 +3%
RBFC
820
Roman Butler Fullerton & Co
Missouri
$3.86M -$3.94K -11 -0.1%
CCM
821
Crew Capital Management
Ohio
$3.85M -$2.93K -8 -0.1%
HA
822
Herold Advisors
New York
$3.84M +$549K +1,500 +17%
B
823
Bailard
California
$3.83M -$38.4K -105 -1%
LSAG
824
Lake Street Advisors Group
New Hampshire
$3.83M -$81.6K -223 -2%
IAN
825
Integrated Advisors Network
Texas
$3.82M +$905K +2,474 +31%
31 32
33
34 35