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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 %
HA
1201
HC Advisors
Georgia
$1.68M +$36.6K +100 +2%
RIA
1202
Realta Investment Advisors
Delaware
$1.68M -$106K -290 -6%
TNB
1203
Thomasville National Bank
Georgia
$1.68M -$11K -30 -0.6%
VWA
1204
V Wealth Advisors
Kansas
$1.68M +$331K +904 +25%
KCM
1205
Kathmere Capital Management
Pennsylvania
$1.68M +$393K +1,073 +31%
AWM
1206
Ameliora Wealth Management
Switzerland
$1.68M -$227K -620 -12%
DP
1207
Dearborn Partners
Illinois
$1.68M -$46.8K -128 -3%
SEM
1208
Suncoast Equity Management
Florida
$1.67M +$126K +345 +8%
RCM
1209
Radnor Capital Management
Pennsylvania
$1.67M -$2.15K -6 -0.1%
FAIM
1210
Financial Advocates Investment Management
Washington
$1.66M -$646K -1,767 -28%
PTC
1211
Philadelphia Trust Company
Pennsylvania
$1.66M -$76.8K -210 -4%
TNA
1212
True North Advisors
Texas
$1.65M – – –
Bank Julius Baer & Co
1213
Bank Julius Baer & Co
Switzerland
$1.64M -$245K -670 -13%
CS
1214
Capital Square
Tennessee
$1.64M -$12.1K -33 -0.7%
AG
1215
Algert Global
California
$1.63M +$1.63M +4,459 New
SCA
1216
Sippican Capital Advisors
Massachusetts
$1.63M +$2.2K +6 +0.1%
RWA
1217
Ropes Wealth Advisors
Massachusetts
$1.63M +$220K +602 +16%
KLC
1218
Knowledge Leaders Capital
Colorado
$1.63M -$490K -1,339 -23%
CFCI
1219
Comprehensive Financial Consultants Institutional
Indiana
$1.62M -$19K -53 -1%
BRM
1220
Boston Research & Management
Massachusetts
$1.62M -$14.6K -40 -0.9%
NAG
1221
Northstar Advisory Group
New Jersey
$1.62M +$308K +842 +23%
FAM
1222
Formidable Asset Management
Ohio
$1.62M +$18.3K +50 +1%
RBC
1223
Romano Brothers & Co
Illinois
$1.62M -$366K -1,000 -18%
GWM
1224
Guardian Wealth Management
Illinois
$1.62M -$46.8K -128 -3%
KC
1225
Kenfarb & Co
Kentucky
$1.61M – – –
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