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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 %
KJHP
1901
K.J. Harrison & Partners
Ontario, Canada
$525K -$19.8K -40 -4%
LIM
1902
Lathrop Investment Management
Arkansas
$525K – – –
AAM
1903
Autus Asset Management
Arizona
$525K – – –
SFS
1904
Summit Financial Strategies
Ohio
$524K -$36.6K -100 -7%
OPA
1905
Old Port Advisors
Maine
$521K -$35.1K -96 -6%
TTWM
1906
TCV Trust & Wealth Management
Virginia
$521K -$36.6K -100 -7%
RWP
1907
RWA Wealth Partners
Massachusetts
$520K -$7.93K -22 -2%
OCG
1908
Opus Capital Group
Ohio
$520K -$20.1K -55 -4%
EW
1909
Evoke Wealth
California
$518K -$24.5K -67 -5%
PWMG
1910
Provence Wealth Management Group
California
$517K +$517K +1,414 New
MSFP
1911
Mark Sheptoff Financial Planning
Connecticut
$515K – – –
IWP
1912
Innova Wealth Partners
Pennsylvania
$512K – – –
DBT
1913
Dubuque Bank & Trust
Iowa
$512K +$25.6K +70 +5%
KCM
1914
Kanawha Capital Management
Virginia
$512K +$45K +123 +10%
WPP
1915
Whalerock Point Partners
Rhode Island
$510K – – –
RMAM
1916
Raab & Moskowitz Asset Management
New Jersey
$510K -$24.5K -67 -5%
PMFA
1917
Plante Moran Financial Advisors
Michigan
$509K -$19K -52 -4%
NC
1918
NBW Capital
Massachusetts
$509K +$1.1K +3 +0.2%
MAG
1919
Mayfair Advisory Group
Alabama
$508K +$19.2K +55 +4%
NDSI
1920
Newman Dignan & Sheerar Inc
Rhode Island
$507K -$17.9K -49 -3%
KIG
1921
Kennedy Investment Group
New Jersey
$507K +$507K +1,386 New
LIA
1922
LS Investment Advisors
Michigan
$507K – – –
CCM
1923
Copeland Capital Management
Pennsylvania
$506K – – –
HFAS
1924
Hummer Financial Advisory Services
Illinois
$505K -$25.6K -70 -5%
GCM
1925
Gables Capital Management
Florida
$504K – – –
75 76
77
78 79