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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 %
NWMG
1576
National Wealth Management Group
Ohio
$874K +$874K +2,390 New
PCA
1577
Pallas Capital Advisors
Massachusetts
$873K -$133K -383 -13%
JWCA
1578
J.W. Coons Advisors
Ohio
$873K +$7.68K +21 +0.9%
VC
1579
Veracity Capital
Georgia
$872K +$6.95K +19 +0.8%
EVM
1580
Evelyn V. Moreno
$871K +$384K +1,050 +79%
HPIA
1581
Hamilton Point Investment Advisors
North Carolina
$867K +$2.93K +8 +0.3%
BDA
1582
Borer Denton & Associates
Pennsylvania
$865K +$293K +800 +51%
MM
1583
MQS Management
New York
$864K +$864K +2,361 New
SAM
1584
SP Asset Management
California
$863K +$2.2K +6 +0.3%
LCM
1585
Liberty Capital Management
Michigan
$860K – – –
WCM
1586
Washburn Capital Management
Florida
$859K +$96.9K +265 +13%
SPC
1587
Stewart & Patten Company
California
$856K -$36.6K -100 -4%
FWIA
1588
Fort Washington Investment Advisors
Ohio
$856K -$2.23M -6,099 -72%
WW
1589
Waterfront Wealth
Kansas
$855K -$364K -1,067 -30%
BEI
1590
Benjamin Edwards Inc
Missouri
$849K -$554K -1,515 -39%
AB
1591
Atlas Brown
Kentucky
$849K -$101K -275 -11%
Financial Engines Advisors
1592
Financial Engines Advisors
California
$849K +$47.9K +131 +6%
LGA
1593
Lebenthal Global Advisors
New York
$848K +$848K +2,318 New
MFC
1594
Morris Financial Concepts
South Carolina
$845K +$40.6K +111 +5%
MMM
1595
Mendel Money Management
Illinois
$845K -$14.6K -40 -2%
SSWM
1596
Sheets Smith Wealth Management
North Carolina
$844K -$43.9K -120 -5%
IAS
1597
Insigneo Advisory Services
Florida
$844K +$844K +2,306 New
CI
1598
Cavalier Investments
Georgia
$843K -$51.2K -140 -6%
IA
1599
IFP Advisors
Florida
$843K +$5.22K +91 +0.6%
MCCA
1600
Mill Creek Capital Advisors
Pennsylvania
$843K +$843K +2,303 New
62 63
64
65 66