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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 %
CLOS
1801
Compagnie Lombard Odier SCmA
Switzerland
$612K +$290K +795 +90%
KWA
1802
Kellett Wealth Advisors
Ohio
$610K – – –
FA
1803
FC Advisory
Pennsylvania
$609K – – –
SMA
1804
Sage Mountain Advisors
Georgia
$609K +$19.8K +54 +3%
MCM
1805
Mill Capital Management
North Carolina
$607K – – –
UAML
1806
US Asset Management LLC
Pennsylvania
$605K +$605K +1,655 New
WIC
1807
Wilkins Investment Counsel
Massachusetts
$604K – – –
BWM
1808
Birchcreek Wealth Management
Ohio
$601K – – –
CWM
1809
CarsonAllaria Wealth Management
Illinois
$600K +$419K +1,145 +232%
NFG
1810
Nadler Financial Group
Illinois
$600K +$25.6K +70 +4%
MCM
1811
McRae Capital Management
New Jersey
$599K -$45.7K -125 -7%
HWA
1812
Heritage Wealth Advisors
Virginia
$597K -$75.7K -207 -11%
WIA
1813
Westbourne Investment Advisors
Maryland
$597K -$48.6K -133 -8%
NPPM
1814
North Point Portfolio Managers
Ohio
$596K – – –
GTAM
1815
Global Trust Asset Management
Florida
$595K +$165K +450 +38%
FBC
1816
Fairfield, Bush & Co
Connecticut
$595K +$232K +635 +64%
ECM
1817
EagleClaw Capital Management
Massachusetts
$594K +$357K +975 +150%
HFM
1818
Hartford Funds Management
Pennsylvania
$594K +$2.93K +8 +0.5%
DWM
1819
Destination Wealth Management
California
$593K – – –
WMP
1820
Wealth Management Partners
Arizona
$593K – – –
IF
1821
Intrua Financial
Texas
$592K +$93.7K +267 +19%
SSG
1822
Summit Securities Group
New York
$591K -$1.26M -3,447 -68%
LA
1823
Legacy Advisors
Pennsylvania
$590K +$31.5K +86 +6%
VFA
1824
Voya Financial Advisors
Connecticut
$590K +$73K +199 +14%
RWMG
1825
Redwood Wealth Management Group
New Jersey
$589K +$589K +1,610 New
71 72
73
74 75