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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 %
PIM
1951
Penobscot Investment Management
Massachusetts
$487K – – –
ACM
1952
Altrius Capital Management
North Carolina
$485K – – –
SP
1953
Successful Portfolios
Florida
$485K +$73.2K +200 +18%
WQ
1954
Wealth Quarterback
New Jersey
$484K -$15.4K -42 -3%
VWM
1955
Valley Wealth Managers
New Jersey
$483K +$196K +536 +68%
MSFS
1956
Main Street Financial Solutions
Pennsylvania
$481K +$179K +487 +59%
FAM
1957
Flaharty Asset Management
Florida
$480K +$8.78K +24 +2%
CA
1958
Claro Advisors
Massachusetts
$479K +$69.1K +189 +17%
T
1959
TCWP
Ohio
$479K -$112K -308 -19%
FCFC
1960
First Commonwealth Financial Corp
Pennsylvania
$479K -$37.7K -103 -7%
SWM
1961
Silverlake Wealth Management
Vermont
$476K – – –
MFC
1962
Mechanics Financial Corp
Ohio
$476K – – –
CWMU
1963
Caliber Wealth Management (Utah)
Utah
$475K +$475K +1,299 New
PWM
1964
Provident Wealth Management
Tennessee
$474K -$5.85K -16 -1%
AA
1965
AlphaMark Advisors
Kentucky
$474K -$73.1K -200 -13%
VHAM
1966
Van Hulzen Asset Management
California
$473K +$473K +1,293 New
IWA
1967
Intercontinental Wealth Advisors
Texas
$472K – – –
JWM
1968
Janiczek Wealth Management
Colorado
$472K +$233K +648 +97%
BIA
1969
BHK Investment Advisors
Alabama
$471K +$240K +657 +104%
CWA
1970
Clarus Wealth Advisors
Arizona
$469K +$1.06K +3 +0.2%
SCM
1971
Seascape Capital Management
New Hampshire
$469K -$24.2K -66 -5%
IP
1972
Ignite Planners
California
$468K +$2.74K +8 +0.6%
SPP
1973
Single Point Partners
Massachusetts
$468K +$7.31K +20 +2%
FCA
1974
FLC Capital Advisors
California
$468K -$6.59K -18 -1%
ATWA
1975
Arbor Trust Wealth Advisors
Michigan
$467K -$1.83K -5 -0.4%
77 78
79
80 81