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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 %
CPA
1851
Court Place Advisors
Maryland
$572K – – –
PCMC
1852
Paragon Capital Management (Colorado)
Colorado
$572K -$19.4K -53 -3%
SMF
1853
Sterling Manor Financial
New York
$571K – – –
DCM
1854
DGS Capital Management
New Jersey
$570K +$42.4K +116 +8%
KFGK
1855
Keystone Financial Group (Kentucky)
Kentucky
$570K +$58.5K +160 +11%
NF
1856
Nvest Financial
New Hampshire
$569K -$73.5K -201 -11%
LPIC
1857
LeJeune Puetz Investment Counsel
Michigan
$567K -$91.5K -250 -14%
CCM
1858
Canal Capital Management
Virginia
$566K -$54.5K -149 -9%
SIAP
1859
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$563K -$95.1K -260 -14%
4WM
1860
44 Wealth Management
Oregon
$563K +$295K +805 +110%
GFP
1861
Gryphon Financial Partners
Ohio
$561K +$15.7K +43 +3%
CTI
1862
Community Trust & Investment
Kentucky
$559K -$91.5K -250 -14%
TF
1863
Threadgill Financial
Texas
$558K +$9.15K +25 +2%
PWM
1864
Prentice Wealth Management
New York
$556K +$38K +104 +7%
AIP
1865
Almanack Investment Partners
Pennsylvania
$555K -$399K -1,092 -42%
TIM
1866
Tevis Investment Management
Texas
$554K -$4.39K -12 -0.8%
OHWP
1867
Oak Harbor Wealth Partners
North Carolina
$553K +$87.1K +238 +19%
DW
1868
Domani Wealth
Pennsylvania
$553K +$4.03K +11 +0.7%
RIM
1869
Reliant Investment Management
Tennessee
$549K -$47.6K -130 -8%
VBCG
1870
Valley Brook Capital Group
Pennsylvania
$549K – – –
CCA
1871
Clearwater Capital Advisors
Illinois
$549K +$19K +52 +4%
NERM
1872
New England Research & Management
Illinois
$547K – – –
HIGP
1873
Hill Investment Group Partners
Missouri
$546K +$546K +1,493 New
MCM
1874
Monarch Capital Management
Indiana
$545K – – –
CWM
1875
Circle Wealth Management
New Jersey
$544K +$25.6K +70 +5%
73 74
75
76 77