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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 %
WMA
1551
West Michigan Advisors
Michigan
$916K -$2.93K -8 -0.3%
WAS
1552
Wesleyan Assurance Society
United Kingdom
$914K – – –
EI
1553
Ellevest Inc
New York
$913K +$78.7K +215 +9%
PAM
1554
Premier Asset Management
Illinois
$913K +$238K +650 +35%
6F
1555
626 Financial
Michigan
$906K -$54.9K -150 -6%
PI
1556
PFS Investments
Georgia
$904K -$100K -274 -10%
XT
1557
XTX Topco
Cayman Islands
$904K +$904K +2,471 New
STA
1558
Summit Trail Advisors
New York
$904K +$71.7K +196 +9%
ARMT
1559
Amica Retiree Medical Trust
Rhode Island
$900K – – –
FMP
1560
Financial Management Professionals
Texas
$900K +$142K +389 +19%
AIA
1561
Armor Investment Advisors
North Carolina
$898K +$27.8K +76 +3%
TAM
1562
Townsend Asset Management
North Carolina
$897K -$42.1K -115 -4%
QPWM
1563
Quadrant Private Wealth Management
Pennsylvania
$893K +$893K +2,441 New
GG
1564
Golden Green
South Carolina
$893K +$651K +1,779 +269%
CAM
1565
Close Asset Management
United Kingdom
$892K +$1.46K +4 +0.2%
BCG
1566
Breakwater Capital Group
New Jersey
$892K +$892K +2,438 New
CMI
1567
Clare Market Investments
Texas
$891K -$434K -1,185 -33%
OFS
1568
OneAscent Financial Services
Alabama
$888K +$243K +665 +38%
MA
1569
MCF Advisors
Kentucky
$887K – – –
MWA
1570
Monograph Wealth Advisors
California
$885K +$885K +2,420 New
EHWM
1571
Eads & Heald Wealth Management
Georgia
$881K -$65.8K -180 -7%
BFG
1572
Berger Financial Group
Minnesota
$880K +$136K +371 +18%
MC
1573
Miramar Capital
Illinois
$879K – – –
PIM
1574
Perpetual Investment Management
Australia
$878K -$146K -400 -14%
SWM
1575
Stockman Wealth Management
Montana
$877K +$76.8K +210 +10%
61 62
63
64 65