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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 %
SWM
2026
Salvus Wealth Management
New Jersey
$426K – – –
CA
2027
Carson Advisory
Georgia
$426K +$5.49K +15 +1%
BMCM
2028
Bryn Mawr Capital Management
Pennsylvania
$425K +$425K +1,162 New
HPM
2029
Hoxton Planning & Management
West Virginia
$424K +$424K +1,158 New
SOW
2030
State of Wyoming
Wyoming
$423K +$422K +1,154 +115,400%
DWA
2031
Delap Wealth Advisory
Oregon
$422K +$422K +1,154 New
MVA
2032
Mount Vernon Associates
Maryland
$422K – – –
FWM
2033
Fingerlakes Wealth Management
New York
$421K +$1.1K +3 +0.3%
SIC
2034
Sterling Investment Counsel
New York
$421K -$15.7K -43 -4%
NG
2035
Northstar Group
New York
$421K – – –
VPP
2036
Vertex Planning Partners
Illinois
$420K +$420K +1,147 New
GWS
2037
Glassman Wealth Services
Virginia
$419K +$21.2K +58 +5%
XS
2038
XR Securities
Illinois
$418K -$1.13M -3,096 -73%
XWM
2039
Xcel Wealth Management
Florida
$417K -$15.4K -42 -4%
TIA
2040
Traphagen Investment Advisors
New Jersey
$417K +$181K +496 +77%
FCA
2041
Fortis Capital Advisors
Kansas
$416K +$416K +1,137 New
BWA
2042
Beam Wealth Advisors
Louisiana
$416K +$732 +2 +0.2%
ATIA
2043
American Trust Investment Advisors
New Hampshire
$414K – – –
IIC
2044
Integrated Investment Consultants
Michigan
$414K +$111K +303 +37%
FAG
2045
Financial Advisory Group
Texas
$413K -$102K -279 -20%
AIM
2046
Aurora Investment Managers
Florida
$413K – – –
FPGK
2047
Financial Partners Group (Kansas)
Kansas
$413K -$47.7K -136 -10%
CCFM
2048
Clear Creek Financial Management
Washington
$412K +$113K +310 +38%
PHS
2049
Pekin Hardy Strauss
Illinois
$411K +$3.66K +10 +0.9%
SWM
2050
Segment Wealth Management
Texas
$405K – – –
80 81
82
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