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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 %
PPC
1426
Park Place Capital
Alabama
$1.12M +$1.12M +3,059 New
BTWM
1427
Baker Tilly Wealth Management
Wisconsin
$1.11M -$37.3K -102 -3%
PG
1428
Patten Group
Tennessee
$1.11M -$5.85K -16 -0.5%
SRAM
1429
Spouting Rock Asset Management
Pennsylvania
$1.11M -$732 -2 -0.1%
CHA
1430
Carmichael Hill & Associates
Maryland
$1.11M – – –
OHWA
1431
Oak Hill Wealth Advisors
Virginia
$1.11M +$1.11M +3,028 New
MSR
1432
Main Street Research
Connecticut
$1.11M -$1.46K -4 -0.1%
LFA
1433
Legacy Financial Advisors
Kentucky
$1.11M +$447K +1,223 +68%
TFA
1434
Transamerica Financial Advisors
Florida
$1.11M +$26.3K +72 +2%
BFO
1435
Biltmore Family Office
North Carolina
$1.1M -$33.7K -92 -3%
TA
1436
Tectonic Advisors
Texas
$1.1M -$1.46K -4 -0.1%
WDG
1437
Wealth Dimensions Group
Ohio
$1.1M -$26K -71 -2%
RWA
1438
Redmont Wealth Advisors
Illinois
$1.1M – – –
AFG
1439
Allegheny Financial Group
Pennsylvania
$1.1M +$366 +1 +0%
CL
1440
CSS LLC
Illinois
$1.1M -$36.6K -100 -3%
BAM
1441
Bosun Asset Management
Illinois
$1.1M – – –
MWM
1442
Mattern Wealth Management
Kansas
$1.1M – – –
PAM
1443
Paradigm Asset Management
New York
$1.1M +$1.1M +3,000 New
ACM
1444
Ascendant Capital Management
California
$1.1M +$1.1M +3,000 New
EFG
1445
Everhart Financial Group
Ohio
$1.1M +$94.8K +259 +9%
IWA
1446
IVC Wealth Advisors
Pennsylvania
$1.1M -$1.83K -5 -0.2%
AI
1447
Accredited Investors
Minnesota
$1.1M -$9.88K -27 -0.9%
PWM
1448
Peterson Wealth Management
Nevada
$1.09M -$485K -1,327 -31%
IRAG
1449
Investment Research & Advisory Group
Georgia
$1.09M – – –
HIP
1450
HUB Investment Partners
Texas
$1.09M +$129K +352 +13%
56 57
58
59 60