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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 %
DIM
1976
Delta Investment Management
California
$467K +$12.8K +35 +3%
FNBOH
1977
First National Bank of Hutchinson
Kansas
$466K -$8.05K -22 -2%
PGA
1978
Portland Global Advisors
Maine
$464K -$30K -82 -6%
CCT
1979
Chemung Canal Trust
New York
$463K – – –
SPWM
1980
Spartan Planning & Wealth Management
North Carolina
$463K -$31.5K -86 -6%
EM
1981
Excalibur Management
Massachusetts
$462K – – –
TFP
1982
Tilia Fiduciary Partners
North Carolina
$461K -$77.9K -213 -14%
CWM
1983
Cedar Wealth Management
California
$461K -$150K -410 -25%
WA
1984
Wealth Architects
California
$461K -$17.6K -48 -4%
AAM
1985
Azzad Asset Management
Virginia
$460K -$3.94M -10,757 -90%
MA
1986
MBA Advisors
Pennsylvania
$458K – – –
MIM
1987
Miller Investment Management
Pennsylvania
$457K – – –
EL
1988
EMFO LLC
Florida
$457K – – –
FNBSF
1989
First National Bank Sioux Falls
South Dakota
$456K – – –
BONH
1990
Bank of New Hampshire
New Hampshire
$455K +$18.7K +51 +4%
ALAM
1991
Asahi Life Asset Management
Japan
$454K -$227K -620 -33%
TW
1992
TrinityPoint Wealth
Connecticut
$451K +$5.49K +15 +1%
PP
1993
Pegasus Partners
Wisconsin
$451K – – –
CIA
1994
CCM Investment Advisers
South Carolina
$450K -$69.1K -189 -13%
AIA
1995
Angeles Investment Advisors
California
$450K +$450K +1,230 New
PWM
1996
PBMares Wealth Management
Virginia
$448K -$149K -408 -25%
TWA
1997
Tandem Wealth Advisors
Arizona
$447K +$447K +1,223 New
GCM
1998
Gladius Capital Management
Illinois
$447K -$209K -572 -32%
RWPA
1999
Richard W. Paul & Associates
Michigan
$446K +$446K +1,220 New
GIA
2000
GHP Investment Advisors
Colorado
$446K -$2.2K -6 -0.5%
78 79
80
81 82