LLY icon

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 %
CWM
1751
Cahaba Wealth Management
Georgia
$674K -$2.2K -6 -0.3%
B
1752
Bridgeworth
Alabama
$672K +$1.1K +3 +0.2%
DA
1753
Dover Advisors
Virginia
$672K +$672K +1,837 New
TF
1754
Theory Financial
Colorado
$672K +$672K +1,836 New
AF
1755
Affiance Financial
Minnesota
$671K – – –
AWAG
1756
ARS Wealth Advisors Group
Florida
$671K -$1.98M -5,401 -75%
BAM
1757
Brave Asset Management
New Jersey
$668K – – –
HIS
1758
Horizon Investment Services
Indiana
$668K +$67.7K +185 +11%
JWM
1759
JGP Wealth Management
Oregon
$668K -$61.8K -169 -8%
NB
1760
Nicolet Bankshares
Wisconsin
$667K -$674K -1,843 -50%
EFM
1761
E Fund Management
China
$667K -$67.3K -184 -9%
PA
1762
PSI Advisors
Florida
$667K +$5.85K +16 +0.9%
SWS
1763
SYSTM Wealth Solutions
Illinois
$666K +$666K +1,821 New
DCM
1764
Deuterium Capital Management
Florida
$660K +$318K +870 +93%
FCA
1765
FinTrust Capital Advisors
South Carolina
$659K -$23.1K -63 -3%
GA
1766
Gateway Advisory
New Jersey
$659K +$16.8K +46 +3%
LIA
1767
LBMC Investment Advisors
Tennessee
$659K -$19.4K -53 -3%
CAM
1768
Cubic Asset Management
Massachusetts
$657K – – –
D
1769
Diversified
Delaware
$657K +$383K +1,047 +140%
BCP
1770
Blue Chip Partners
Michigan
$655K -$13.5K -37 -2%
BWP
1771
Balboa Wealth Partners
Arizona
$653K +$249K +682 +62%
IRC
1772
Investors Research Corp
Georgia
$651K – – –
WAAG
1773
Wealth Alliance Advisory Group
Kansas
$650K +$36.6K +100 +6%
CBFP
1774
Cedar Brook Financial Partners
Ohio
$650K -$51.2K -140 -7%
RVPG
1775
Relative Value Partners Group
$649K +$197K +538 +44%
69 70
71
72 73