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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 %
LA
1526
Lane & Associates
New Jersey
$945K +$945K +2,583 New
ADL
1527
Asset Dedication LLC
California
$944K +$231K +629 +32%
PA
1528
Paragon Advisors
Texas
$944K +$944K +2,583 New
RTC
1529
Riverview Trust Company
Washington
$943K +$15.7K +43 +2%
MW
1530
Marcum Wealth
Ohio
$941K -$575K -1,572 -38%
CFO
1531
CVA Family Office
Colorado
$941K +$60.7K +166 +7%
PCH
1532
PGIM Custom Harvest
New Jersey
$941K +$941K +2,571 New
RPCONE
1533
Retirement Planning Company of New England
Rhode Island
$939K -$10.2K -28 -1%
JGGDR
1534
JGP Global Gestao de Recursos
Brazil
$939K -$1.83K -5 -0.2%
SF
1535
Summit Financial
New Jersey
$938K +$83.4K +228 +10%
SIMG
1536
Sonora Investment Management Group
Arizona
$935K +$62.6K +171 +7%
FFP
1537
FourThought Financial Partners
Florida
$934K +$934K +2,553 New
MSA
1538
Marino Stram & Associates
Massachusetts
$934K -$20.5K -56 -2%
PBO
1539
Peoples Bank (Ohio)
Ohio
$934K -$43.9K -120 -4%
1WA
1540
180 Wealth Advisors
Washington
$933K +$36.5K +105 +4%
MJP
1541
Michael J. Puzo
$933K – – –
CCA
1542
Cobblestone Capital Advisors
New York
$932K -$43.9K -120 -4%
BCM
1543
Buckhead Capital Management
Georgia
$926K -$152K -415 -14%
WCM
1544
Wallace Capital Management
Texas
$926K +$338K +925 +58%
PWLP
1545
Prio Wealth Limited Partnership
Massachusetts
$925K -$43.2K -118 -4%
TA
1546
Trellis Advisors
Washington
$925K +$8.05K +22 +0.9%
RSWM
1547
Robertson Stephens Wealth Management
California
$924K -$413K -1,128 -31%
APP
1548
Avantax Planning Partners
Iowa
$924K -$46.5K -127 -5%
FSC
1549
Full Sail Capital
Oklahoma
$923K +$661K +1,806 +252%
GIP
1550
Greatmark Investment Partners
Georgia
$917K – – –
60 61
62
63 64