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 %
AFT
1776
Alpha Family Trust
California
$648K +$274K +750 +74%
IA
1777
Insight Advisors
Pennsylvania
$643K +$201K +552 +46%
WAG
1778
Winthrop Advisory Group
Massachusetts
$642K -$366 -1 -0.1%
JFGIW
1779
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$641K +$21.6K +59 +3%
FCP
1780
Fidelis Capital Partners
Florida
$641K +$641K +1,833 New
SAM
1781
S.A. Mason
Michigan
$641K – – –
3IP
1782
3Chopt Investment Partners
Virginia
$639K +$639K +1,748 New
OFW
1783
Omnia Family Wealth
Florida
$638K – – –
MCA
1784
MSH Capital Advisors
Arizona
$637K -$30.7K -84 -5%
TLFA
1785
True Link Financial Advisors
California
$636K -$16.5K -45 -3%
APA
1786
Astoria Portfolio Advisors
New York
$635K -$12.1K -35 -2%
OWM
1787
OneAscent Wealth Management
Alabama
$635K -$56.7K -155 -8%
DA
1788
Drake & Associates
Wisconsin
$634K +$30.4K +83 +5%
NFG
1789
Nations Financial Group
Iowa
$632K -$16.8K -46 -3%
FCB
1790
First Command Bank
Texas
$631K +$6.22K +17 +1%
FCFS
1791
First Command Financial Services
Texas
$631K +$6.22K +17 +1%
WEG
1792
World Equity Group
Illinois
$628K +$6.58K +18 +1%
MFWP
1793
Mosaic Family Wealth Partners
Missouri
$624K +$624K +1,706 New
OCM
1794
One Capital Management
California
$623K +$2.56K +7 +0.4%
FEG
1795
Financial Enhancement Group
Indiana
$622K -$42.6K -125 -6%
BBA
1796
Baader Bank Aktiengesellschaft
Germany
$622K -$1M -2,740 -62%
GCMG
1797
Gyroscope Capital Management Group
Florida
$622K – – –
BB
1798
Bell Bank
North Dakota
$618K +$366 +1 +0.1%
IA
1799
Integrity Advisory
Kansas
$613K -$31.8K -87 -5%
JCIA
1800
Jackson Creek Investment Advisors
Colorado
$612K -$142K -389 -19%
70 71
72
73 74