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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 %
OW
1501
Olistico Wealth
Oklahoma
$984K +$984K +2,689 New
CCFCSB
1502
Cape Cod Five Cents Savings Bank
Massachusetts
$983K -$15.4K -42 -2%
MRCM
1503
M&R Capital Management
New Jersey
$982K +$149K +406 +18%
NW
1504
Naviter Wealth
Arkansas
$982K +$212K +611 +27%
BA
1505
Bristlecone Advisors
Washington
$980K -$11K -30 -1%
AOWM
1506
Alpha Omega Wealth Management
Virginia
$977K -$29.3K -80 -3%
PFS
1507
Physicians Financial Services
North Carolina
$976K – – –
FH
1508
FWG Holdings
Florida
$975K +$120K +328 +14%
MPW
1509
Monterey Private Wealth
California
$973K +$1.1K +3 +0.1%
BCM
1510
Barden Capital Management
Texas
$972K +$7.32K +20 +0.8%
CIR
1511
Clear Investment Research
Georgia
$970K +$8.78K +24 +0.9%
BWA
1512
Burt Wealth Advisors
Maryland
$970K -$12.1K -33 -1%
EWM
1513
Endurance Wealth Management
Rhode Island
$969K +$1.46K +4 +0.2%
AWA
1514
Alta Wealth Advisors
Massachusetts
$969K -$9.88K -27 -1%
DPI
1515
Diversified Portfolios Inc
Michigan
$967K – – –
AC
1516
Asio Capital
Kentucky
$966K – – –
FFA
1517
Founders Financial Alliance
North Carolina
$964K +$91.8K +251 +11%
BCCM
1518
Bridge Creek Capital Management
Massachusetts
$962K -$424K -1,160 -31%
IA
1519
IFG Advisory
Georgia
$961K -$211K -577 -18%
CPC
1520
Cookson Peirce & Co
Pennsylvania
$961K +$152K +415 +19%
CBNLCF
1521
Cognios Beta Neutral Large Cap Fund
Kansas
$959K +$959K +2,621 New
AI
1522
AdvisorShares Investments
Maryland
$956K +$956K +2,613 New
NRA
1523
NSI Retail Advisors
Pennsylvania
$954K – – –
CSI
1524
Cross Staff Investments
New York
$951K +$183K +500 +24%
RCWM
1525
Royal Capital Wealth Management
Indiana
$947K +$154K +420 +19%
59 60
61
62 63