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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 %
RHJA
1651
Rice Hall James & Associates
California
$783K – – –
FNBOSM
1652
First National Bank of South Miami
Florida
$782K – – –
CFA
1653
Compass Financial Advisors
Indiana
$781K -$16.1K -44 -2%
SC
1654
Solstein Capital
California
$781K +$253K +691 +48%
FANJ
1655
Financial Architects (New Jersey)
New Jersey
$780K -$10.6K -29 -1%
FWTB
1656
First Western Trust Bank
Colorado
$779K -$51.6K -141 -6%
SIG
1657
Sargent Investment Group
Maryland
$779K +$9.15K +25 +1%
BWM
1658
BerganKDV Wealth Management
Minnesota
$779K -$16.8K -46 -2%
LCM
1659
Leisure Capital Management
California
$779K – – –
HW
1660
Hedeker Wealth
Illinois
$777K – – –
VCM
1661
Vivaldi Capital Management
Illinois
$777K +$43.7K +125 +6%
CIP
1662
Capital Insight Partners
Arizona
$776K -$51.2K -140 -6%
IP
1663
Intellectus Partners
California
$776K -$7.68K -21 -1%
SRC
1664
Sage Rhino Capital
California
$773K -$6.95K -19 -0.9%
SSI
1665
Scott & Selber Inc
Texas
$773K +$10.6K +29 +1%
WF
1666
WoodTrust Financial
Wisconsin
$772K -$73.1K -200 -9%
BFA
1667
Bragg Financial Advisors
North Carolina
$772K +$55.2K +151 +8%
BFW
1668
Brady Family Wealth
Missouri
$771K +$771K +2,107 New
GP
1669
Girard Partners
Pennsylvania
$770K +$219K +599 +40%
PCS
1670
Personal CFO Solutions
New Jersey
$770K -$62.9K -172 -8%
ABLA
1671
Alan B. Lancz & Associates
Ohio
$768K – – –
HCM
1672
Hollencrest Capital Management
California
$768K +$386K +1,056 +101%
AA
1673
Alta Advisers
United Kingdom
$768K – – –
HT
1674
Heritage Trust
Oklahoma
$768K +$182K +498 +31%
PA
1675
Procyon Advisors
Connecticut
$766K +$278K +760 +57%
65 66
67
68 69