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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 %
PM
976
Parametrica Management
Hong Kong
$2.63M +$835K +2,283 +46%
SG
977
Stonnington Group
California
$2.63M +$355K +1,006 +16%
BWM
978
BNC Wealth Management
Oregon
$2.63M +$2.63M +7,190 New
CAM
979
Carret Asset Management
New York
$2.62M – – –
MCM
980
Mengis Capital Management
Oregon
$2.62M +$1.83K +5 +0.1%
WWM
981
Western Wealth Management
Colorado
$2.62M -$1.83M -4,999 -41%
IP
982
Investment Partners
Ohio
$2.62M -$800K -2,187 -23%
BOPW
983
Brandywine Oak Private Wealth
Pennsylvania
$2.61M -$131K -357 -5%
LTAS
984
Linden Thomas Advisory Services
North Carolina
$2.61M +$2.61M +7,139 New
HG
985
Herbst Group
Connecticut
$2.61M +$1.77M +4,825 +210%
P
986
Pitcairn
Pennsylvania
$2.61M -$23.4K -64 -0.9%
MWA
987
Meridian Wealth Advisors
Texas
$2.6M -$39.1K -107 -1%
MHIC
988
Marble Harbor Investment Counsel
Massachusetts
$2.59M +$73.2K +200 +3%
HFS
989
Hantz Financial Services
Michigan
$2.59M +$251K +685 +11%
HCM
990
Howard Capital Management
Georgia
$2.58M +$1.46M +3,995 +131%
JWM
991
Jackson Wealth Management
Florida
$2.57M -$2.75M -7,514 -52%
BP
992
Ballentine Partners
Massachusetts
$2.57M +$181K +494 +8%
BOH
993
Bank of Hawaii
Hawaii
$2.56M +$79.8K +218 +3%
WSCM
994
Wellington Shields Capital Management
New York
$2.56M – – –
LBC
995
Lowe Brockenbrough & Co
Virginia
$2.56M -$73.2K -200 -3%
USCWA
996
U.S. Capital Wealth Advisors
Texas
$2.53M +$324K +887 +15%
IFWM
997
Institute for Wealth Management
Colorado
$2.53M -$16.8K -46 -0.7%
AA
998
Ancora Advisors
Ohio
$2.52M +$300K +821 +14%
CIA
999
Cladis Investment Advisory
Montana
$2.52M -$84.1K -230 -3%
HKAM
1000
Horizon Kinetics Asset Management
New York
$2.52M -$183K -500 -7%
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