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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 %
CCM
951
Compton Capital Management
Rhode Island
$2.81M -$329K -900 -10%
SAM
952
Simplify Asset Management
Nevada
$2.8M +$225K +616 +9%
HCM
953
Hodges Capital Management
Texas
$2.8M +$351K +959 +14%
NSB
954
Norway Savings Bank
Maine
$2.78M -$192K -524 -6%
SIA
955
Schear Investment Advisers
Ohio
$2.78M +$2.78M +7,594 New
BCA
956
Bray Capital Advisors
Florida
$2.76M – – –
BS
957
Boenning & Scattergood
Pennsylvania
$2.76M -$262K -916 -9%
CIAS
958
Capital Investment Advisory Services
North Carolina
$2.75M +$121K +332 +5%
PIMJS
959
PKO Investment Management Joint-Stock
Poland
$2.74M -$366K -1,000 -12%
TCOV
960
Trust Company of Vermont
Vermont
$2.74M +$107K +293 +4%
EAM
961
EFG Asset Management
Oregon
$2.73M -$53.2K -145 -2%
JWCA
962
J.W. Cole Advisors
Florida
$2.73M -$55.6K -152 -2%
CIC
963
Crawford Investment Counsel
Georgia
$2.72M -$42.4K -116 -2%
AWM
964
Apollon Wealth Management
South Carolina
$2.7M +$39.1K +107 +1%
PWP
965
Perfromance Wealth Partners
Illinois
$2.69M +$942K +2,574 +54%
BAM
966
BOS Asset Management
Illinois
$2.69M +$2.69M +7,348 New
VCM
967
Vision Capital Management
Oregon
$2.68M – – –
ERIC
968
Eagle Rock Investment Company
Georgia
$2.68M -$126K -350 -4%
ONST
969
Old North State Trust
North Carolina
$2.68M -$2.2K -6 -0.1%
BA
970
Bennicas & Associates
California
$2.67M -$206K -564 -7%
IA
971
IAM Advisory
Pennsylvania
$2.66M -$13.2K -36 -0.5%
MWM
972
Mission Wealth Management
California
$2.66M +$34.4K +94 +1%
TWA
973
TCI Wealth Advisors
Arizona
$2.64M -$24.5K -67 -0.9%
PFM
974
Patton Fund Management
Texas
$2.64M -$77.2K -211 -3%
BFO
975
Boston Family Office
Massachusetts
$2.64M -$11.7K -32 -0.4%
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