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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 %
WTA
2001
Washington Trust Advisors
Massachusetts
$446K -$87.1K -238 -16%
TCWM
2002
Total Clarity Wealth Management
Illinois
$444K +$9.15K +25 +2%
WFS
2003
Widmann Financial Services
Maryland
$444K -$22K -60 -5%
RCG
2004
Regatta Capital Group
California
$444K +$6.59K +18 +2%
PA
2005
PFG Advisors
Arizona
$444K +$19.4K +53 +5%
FUBT
2006
First United Bank & Trust
Maryland
$443K – – –
RIG
2007
Renaissance Investment Group
Massachusetts
$439K -$146K -400 -25%
WA1
2008
Wimmer Associates 1
California
$439K -$14.6K -40 -3%
CWA
2009
CM Wealth Advisors
Ohio
$439K – – –
CBT
2010
CoreFirst Bank & Trust
Kansas
$439K – – –
HWA
2011
HCR Wealth Advisors
California
$439K +$4.39K +12 +1%
CC
2012
Courier Capital
New York
$438K – – –
LFRG
2013
Lazard Frères Gestion
France
$438K – – –
PFA
2014
Pathway Financial Advisers
Indiana
$436K +$436K +1,190 New
TFCP
2015
Twin Focus Capital Partners
Massachusetts
$435K -$5.12K -14 -1%
DWA
2016
Divergent Wealth Advisors
Utah
$435K +$435K +1,189 New
FOA
2017
Five Oceans Advisors
California
$435K -$1.46K -4 -0.3%
FG
2018
Foster Group
Iowa
$435K +$56.7K +155 +15%
HI
2019
Hudock Inc
Pennsylvania
$434K +$366 +1 +0.1%
ACM
2020
Antonetti Capital Management
Florida
$432K -$73.2K -200 -14%
TFA
2021
Triad Financial Advisors
North Carolina
$431K +$2.56K +7 +0.6%
LL
2022
LWMG LLC
Minnesota
$429K +$429K +1,173 New
LT
2023
Legacy Trust
Michigan
$428K +$428K +1,170 New
RWB
2024
RMR Wealth Builders
New Jersey
$427K +$170K +465 +66%
TC
2025
Trust Company
Kansas
$427K +$11K +30 +3%
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