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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 %
CA
1876
Cornerstone Advisory
Maryland
$543K +$116K +317 +27%
WCM
1877
Wedge Capital Management
North Carolina
$543K +$10.2K +28 +2%
ANB
1878
Amarillo National Bank
Texas
$542K +$9.88K +27 +2%
SAM
1879
SignalPoint Asset Management
Missouri
$540K +$366 +1 +0.1%
ACA
1880
Anchor Capital Advisors
Massachusetts
$540K – – –
CPIA
1881
Cornell Pochily Investment Advisors
New York
$539K +$36.6K +100 +7%
CC
1882
Corton Capital
Ontario, Canada
$537K +$164K +448 +44%
AA
1883
Auxano Advisors
Washington
$536K +$29.3K +80 +6%
SAM
1884
Summit Asset Management
Tennessee
$534K -$53.8K -147 -9%
NFGCM
1885
Norman Fields Gottscho Capital Management
New York
$534K – – –
SWP
1886
Semus Wealth Partners
Florida
$534K +$534K +1,460 New
TIM
1887
Tortoise Investment Management
New York
$533K -$26K -71 -5%
HIM
1888
Hillsdale Investment Management
Ontario, Canada
$532K -$177K -485 -25%
CFO
1889
Collective Family Office
Pennsylvania
$532K -$34K -93 -6%
NC
1890
NewSquare Capital
Pennsylvania
$530K +$525K +1,434 +9,560%
CAMG
1891
CWA Asset Management Group
Florida
$529K +$118K +323 +29%
CIP
1892
Convergence Investment Partners
Florida
$529K -$28.2K -77 -5%
BCM
1893
Brown Capital Management
Maryland
$528K -$31.1K -85 -6%
GWM
1894
Graybill Wealth Management
Illinois
$528K – – –
GFPC
1895
Global Financial Private Client
Florida
$526K +$20.9K +57 +4%
WI
1896
WrapManager Inc
California
$526K +$5.12K +14 +1%
DWM
1897
Darwin Wealth Management
Florida
$526K -$1.93M -5,333 -79%
RZH
1898
Relyea Zuckerberg Hanson
Connecticut
$525K +$225K +614 +75%
DWM
1899
Drive Wealth Management
Utah
$525K +$220K +601 +72%
CPA
1900
Capital Planning Advisors
California
$525K -$72.4K -198 -12%
74 75
76
77 78