LLY icon

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 %
QFA
2051
Quantum Financial Advisors
California
$405K – – –
BC
2052
Barrett & Company
Rhode Island
$405K – – –
KIG
2053
Kowal Investment Group
Wisconsin
$402K +$45.4K +124 +13%
MKC
2054
M. Kraus & Co
Vermont
$401K +$149K +406 +59%
OL
2055
Optas LLC
Texas
$400K +$19K +52 +5%
SCA
2056
Stillwater Capital Advisors
Pennsylvania
$400K – – –
KA
2057
Klingman & Associates
New York
$398K +$9.51K +26 +2%
FL
2058
Fort LP
Maryland
$398K +$66.9K +183 +20%
RRC
2059
Relaxing Retirement Coach
Massachusetts
$398K +$398K +1,088 New
ISB
2060
Iowa State Bank
Iowa
$397K -$40.7K -111 -9%
NCM
2061
Noesis Capital Mangement
Florida
$397K – – –
KAM
2062
Knightsbridge Asset Management
California
$395K +$103K +282 +35%
BDF
2063
Black Diamond Financial
Maryland
$395K – – –
MP
2064
McDonald Partners
Ohio
$393K – – –
CPSAC
2065
Chas P. Smith & Associates (CPS)
Florida
$392K -$19.7K -54 -5%
VCP
2066
Verus Capital Partners
Arizona
$392K +$67.3K +184 +21%
NWA
2067
Navis Wealth Advisors
New York
$392K – – –
REMPR
2068
Roof Eidam Maycock Peralta (REMP)
California
$391K -$157K -430 -29%
LF
2069
Lee Financial
Texas
$391K +$18.3K +50 +5%
CWP
2070
Capital Wealth Planning
Florida
$390K +$7.68K +21 +2%
JF
2071
JSF Financial
California
$389K -$73.6K -201 -16%
TA
2072
TrueWealth Advisors
Alabama
$389K – – –
AIP
2073
Ahrens Investment Partners
Louisiana
$388K +$11K +30 +3%
RIS
2074
Retirement Income Solutions
Michigan
$387K -$80.1K -219 -17%
CWM
2075
Connecticut Wealth Management
Connecticut
$387K -$15.4K -42 -4%
81 82
83
84 85