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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 %
CWS
1826
Cypress Wealth Services
California
$589K +$13.2K +36 +2%
TCB
1827
Texas Capital Bancshares
Texas
$588K +$588K +1,608 New
PMG
1828
ProVise Management Group
Florida
$588K +$322K +881 +122%
CCM
1829
Cox Capital Management
Massachusetts
$586K +$1.1K +3 +0.2%
TBC
1830
Ted Buchan & Co
California
$586K +$586K +1,603 New
LOPW
1831
Live Oak Private Wealth
North Carolina
$586K – – –
CG
1832
Clarus Group
Texas
$585K – – –
IIM
1833
Intact Investment Management
Quebec, Canada
$585K +$220K +600 +60%
PGCM
1834
Prescott Group Capital Management
Oklahoma
$585K – – –
HVP
1835
Hudson Value Partners
Florida
$584K -$36.6K -100 -6%
MAM
1836
McLean Asset Management
Virginia
$584K +$35.1K +96 +6%
DAC
1837
Dividend Assets Capital
South Carolina
$582K – – –
HFS
1838
Heritage Financial Services
Massachusetts
$582K +$245K +670 +73%
OAM
1839
Occidental Asset Management
California
$579K +$14.6K +40 +3%
XF
1840
XML Financial
Maryland
$579K +$11K +30 +2%
JE
1841
JMAC Enterprises
Pennsylvania
$578K – – –
JMFC
1842
J.M. Forbes & Co
Massachusetts
$578K -$12.1K -33 -2%
SIG
1843
Sky Investment Group
Connecticut
$578K -$5.49K -15 -0.9%
MA
1844
MJP Associates
Connecticut
$575K +$184K +503 +47%
PSP
1845
Pacific Sage Partners
Washington
$574K +$574K +1,569 New
JSA
1846
Jacobson & Schmitt Advisors
Wisconsin
$574K – – –
LAS
1847
LWM Advisory Services
Florida
$573K -$87.4K -239 -13%
BOTW
1848
Bank of the West
California
$573K -$23K -63 -4%
BG
1849
Benedetti & Gucer
Georgia
$572K +$233K +638 +69%
AIM
1850
Athena Investment Management
California
$572K -$20.9K -57 -4%
72 73
74
75 76