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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 %
UF
1601
Univest Financial
Pennsylvania
$838K – – –
TC
1602
TownSquare Capital
Utah
$837K +$560K +1,530 +202%
RPWA
1603
Regent Peak Wealth Advisors
Georgia
$834K -$164K -447 -16%
GA
1604
Geller Advisors
New York
$833K -$127K -348 -13%
AWA
1605
Arkadios Wealth Advisors
Georgia
$829K -$45K -123 -5%
VEA
1606
Virtus ETF Advisers
New York
$829K +$68.4K +187 +9%
SIC
1607
Sigma Investment Counselors
Michigan
$828K +$54.5K +149 +7%
SFS
1608
Security Financial Services
Indiana
$828K +$24.5K +67 +3%
SS
1609
Sunbelt Securities
Texas
$828K -$49.4K -135 -6%
BBI
1610
Baxter Bros Inc
Connecticut
$827K -$9.15K -25 -1%
WCA
1611
Westover Capital Advisors
Delaware
$826K -$17.2K -47 -2%
WC
1612
Westhampton Capital
North Carolina
$826K -$3.66K -10 -0.4%
AAS
1613
Annex Advisory Services
Wisconsin
$826K -$243K -665 -23%
LP
1614
LGL Partners
Pennsylvania
$826K – – –
MWPCG
1615
Measured Wealth Private Client Group
New Hampshire
$825K +$88.5K +242 +12%
NCM
1616
NCM Capital Management
New Jersey
$824K – – –
BAAM
1617
Baker Avenue Asset Management
California
$824K -$45.4K -124 -5%
OSNBOA
1618
Old Second National Bank of Aurora
Illinois
$824K -$163K -446 -17%
FIM
1619
Fruth Investment Management
Texas
$823K – – –
AF
1620
Arrow Financial
New York
$820K -$12.8K -35 -2%
FAG
1621
Fortitude Advisory Group
Washington
$819K +$46.5K +127 +6%
PFBT
1622
Parkside Financial Bank & Trust
Missouri
$817K +$27.4K +75 +3%
FPCP
1623
Fort Point Capital Partners
California
$816K -$9.88K -27 -1%
SDAM
1624
Shulman DeMeo Asset Management
New York
$814K +$732 +2 +0.1%
HZ
1625
Hixon Zuercher
Ohio
$814K – – –
63 64
65
66 67