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 %
SFA
1476
Souders Financial Advisors
Ohio
$1.02M +$194K +531 +23%
TH
1477
TCTC Holdings
Texas
$1.02M – – –
GLLW
1478
Graves Light Lenhart Wealth
Virginia
$1.02M -$67.3K -184 -6%
CAI
1479
Capital Advisors Inc
Oklahoma
$1.02M +$24.1K +66 +2%
IGWM
1480
ICA Group Wealth Management
Colorado
$1.02M -$434K -1,185 -30%
CCA
1481
Childress Capital Advisors
Texas
$1.02M +$22.7K +62 +2%
Pacer Advisors
1482
Pacer Advisors
Pennsylvania
$1.02M -$260K -711 -20%
PRS
1483
Pinkerton Retirement Specialists
Idaho
$1.01M +$84.1K +230 +9%
BWP
1484
BSW Wealth Partners
Colorado
$1.01M +$24.5K +67 +2%
RC
1485
Roundview Capital
New Jersey
$1.01M +$59.6K +163 +6%
WA
1486
WESPAC Advisors
California
$1.01M +$36.6K +100 +4%
TC
1487
Telemus Capital
Michigan
$1.01M +$11.3K +31 +1%
NCGI
1488
Next Century Growth Investors
Minnesota
$1.01M +$1.01M +2,754 New
MHS
1489
M Holdings Securities
Oregon
$1.01M -$7.69K -21 -0.8%
BP
1490
BBR Partners
New York
$1M +$86.7K +237 +9%
MIM
1491
Moseley Investment Management
Florida
$1M -$1.83K -5 -0.2%
JWM
1492
Jupiter Wealth Management
Colorado
$1M – – –
TSS
1493
Thomas Story & Son
Indiana
$999K – – –
BOM
1494
Bank of Marin
California
$998K – – –
LWM
1495
Lyell Wealth Management
California
$994K +$5.12K +14 +0.5%
SW
1496
SlateStone Wealth
Florida
$989K +$28.2K +77 +3%
CWG
1497
Crown Wealth Group
North Carolina
$989K +$327K +894 +49%
EGA
1498
E&G Advisors
Texas
$988K – – –
MCM
1499
Marathon Capital Management
Maryland
$986K -$15K -41 -1%
TAM
1500
Taurus Asset Management
New York
$986K -$9.51K -26 -1%
58 59
60
61 62