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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 %
MFG
1051
Merit Financial Group
Georgia
$2.23M +$433K +1,183 +24%
RMDI
1052
R.M. Davis Inc
Maine
$2.23M +$28.2K +77 +1%
BFA
1053
Beaumont Financial Advisors
Massachusetts
$2.23M -$716K -1,957 -24%
ACA
1054
Affinity Capital Advisors
California
$2.22M +$1.83K +5 +0.1%
BFM
1055
Boston Financial Management
Massachusetts
$2.22M -$85.6K -234 -4%
WA
1056
Waddell & Associates
Tennessee
$2.21M -$1.46K -4 -0.1%
OPW
1057
Oxler Private Wealth
New York
$2.21M +$366 +1 +0%
UH
1058
Unigestion Holding
Switzerland
$2.2M +$308K +840 +16%
BCA
1059
Bay Colony Advisors
Massachusetts
$2.19M -$130K -356 -6%
TBA
1060
Tower Bridge Advisors
Pennsylvania
$2.19M -$5.49K -15 -0.2%
EWM
1061
Empirical Wealth Management
Washington
$2.19M +$461K +1,260 +27%
LWM
1062
LJI Wealth Management
Indiana
$2.19M +$2.19M +5,978 New
AMBIA
1063
Allen Mooney & Barnes Investment Advisors
Georgia
$2.17M +$732 +2 +0%
PL
1064
Parthenon LLC
Kentucky
$2.17M – – –
CPSC
1065
Carl P. Sherr & Co
Massachusetts
$2.16M -$53.8K -147 -2%
MFGM
1066
Marshall Financial Group (Maryland)
Maryland
$2.16M -$211K -577 -9%
FWP
1067
FAS Wealth Partners
Kansas
$2.15M -$2.56K -7 -0.1%
FBFS
1068
First Business Financial Services
Wisconsin
$2.15M +$2.56K +7 +0.1%
WG
1069
Welch Group
Alabama
$2.15M +$16.5K +45 +0.8%
DWP
1070
Daymark Wealth Partners
Ohio
$2.15M +$2.15M +5,869 New
TCM
1071
Telos Capital Management
California
$2.15M -$64.8K -177 -3%
SFC
1072
SYM Financial Corp
Indiana
$2.13M +$5.12K +14 +0.2%
H
1073
HoyleCohen
California
$2.13M -$25.6K -70 -1%
MSWMA
1074
Market Street Wealth Management Advisors
Indiana
$2.13M +$60.4K +165 +3%
HWMG
1075
Hurlow Wealth Management Group
Indiana
$2.12M -$323K -883 -13%
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