LLY icon

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 %
SG
1076
StoneX Group
New York
$2.12M +$2.12M +5,785 New
CIC
1077
Carnegie Investment Counsel
Ohio
$2.12M +$75K +205 +4%
WANY
1078
Wealthspire Advisors (New York)
New York
$2.11M +$661K +1,808 +46%
AFM
1079
Andesa Financial Management
Pennsylvania
$2.11M -$2.15M -5,864 -50%
LWAC
1080
Laurel Wealth Advisors (California)
California
$2.1M +$54.5K +149 +3%
OA
1081
Oak Associates
Ohio
$2.1M +$2.1M +5,740 New
SWA
1082
Stratos Wealth Advisors
Ohio
$2.1M +$176K +481 +9%
VCA
1083
Verdence Capital Advisors
Maryland
$2.1M +$10.6K +29 +0.5%
ACM
1084
Avalon Capital Management
California
$2.1M +$120K +329 +6%
AJ
1085
Ashburton (Jersey)
Jersey
$2.1M -$471K -1,286 -18%
MGIA
1086
Moneta Group Investment Advisors
Missouri
$2.09M +$271K +787 +15%
KMC
1087
Kirr Marbach & Co
Indiana
$2.08M -$131K -359 -6%
PA
1088
Probity Advisors
Texas
$2.07M -$261K -713 -11%
MFG
1089
MidWestOne Financial Group
Iowa
$2.07M -$972K -2,656 -32%
LPT
1090
Legacy Private Trust
Wisconsin
$2.06M +$227K +620 +12%
UCMOK
1091
United Capital Management of KS
Kansas
$2.04M -$106K -290 -5%
GHAM
1092
Gilman Hill Asset Management
Connecticut
$2.04M -$82.3K -225 -4%
IFS
1093
Ifrah Financial Services
Arkansas
$2.03M -$53K -145 -3%
SIM
1094
Sentry Investment Management
Wisconsin
$2.02M +$29.6K +81 +1%
BFS
1095
Bard Financial Services
Connecticut
$2.02M +$311K +850 +18%
LK
1096
Lumbard & Kellner
New Hampshire
$2.02M – – –
TSWM
1097
Triangle Securities Wealth Management
North Carolina
$2.02M -$192K -526 -9%
HF
1098
HRT Financial
New York
$2.01M +$2.01M +5,503 New
IF
1099
Ironwood Financial
Arizona
$2.01M – – –
VNA
1100
Valley National Advisers
Pennsylvania
$2.01M -$892K -2,476 -31%
42 43
44
45 46