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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 %
HIG
1701
Heritage Investment Group
Florida
$732K – – –
DMC
1702
Drexel Morgan & Co
Pennsylvania
$732K – – –
CC
1703
Cannell & Co
New York
$732K +$11K +30 +2%
JSW
1704
Journey Strategic Wealth
New Jersey
$731K -$19.4K -53 -3%
VWA
1705
Visionary Wealth Advisors
Illinois
$729K -$2.2K -6 -0.3%
SIA
1706
Strategic Investment Advisors
Michigan
$726K -$1.3M -3,554 -64%
NICM
1707
Neo Ivy Capital Management
New York
$722K +$722K +1,974 New
CA
1708
Calton & Associates
Florida
$721K +$76.5K +209 +12%
AWM
1709
Atticus Wealth Management
Florida
$721K -$7.68K -21 -1%
SCA
1710
Stonebridge Capital Advisors
Minnesota
$719K -$2.2K -6 -0.3%
CS
1711
Cannell & Spears
New York
$716K +$22.7K +62 +3%
BW
1712
Bison Wealth
Georgia
$715K +$64.4K +189 +10%
LA
1713
LVW Advisors
New York
$712K +$6.95K +19 +1%
GG
1714
Gleason Group
Kentucky
$710K +$2.2K +6 +0.3%
CPC
1715
Congress Park Capital
New York
$710K +$710K +1,941 New
NRS
1716
Neville Rodie & Shaw
New York
$710K +$243K +665 +52%
AT
1717
American Trust
Kentucky
$707K +$7.32K +20 +1%
WB
1718
Webster Bank
Connecticut
$706K – – –
PWW
1719
Pettyjohn Wood & White
Virginia
$706K – – –
LAM
1720
L2 Asset Management
Massachusetts
$705K +$125K +341 +21%
CWM
1721
Cabot Wealth Management
Massachusetts
$704K -$344K -940 -33%
BCM
1722
BTC Capital Management
Iowa
$703K +$73.5K +201 +12%
ERIM
1723
Eagle Ridge Investment Management
Connecticut
$701K – – –
EA
1724
Eudaimonia Advisors
Tennessee
$701K +$135K +368 +24%
AC
1725
Avestar Capital
New York
$700K +$71.3K +195 +11%
67 68
69
70 71