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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 %
GAM
2076
GEM Asset Management
Michigan
$387K +$387K +1,057 New
ES
2077
Eagle Strategies
New York
$386K +$386K +1,054 New
Balyasny Asset Management
2078
Balyasny Asset Management
Illinois
$385K -$45.5M -124,293 -99%
TPW
2079
TL Private Wealth
Texas
$385K -$35K -100 -8%
ACP
2080
Aviance Capital Partners
Florida
$383K +$96.2K +263 +34%
WH
2081
Willner & Heller
California
$382K -$9.88K -27 -3%
CCP
2082
Cassia Capital Partners
North Carolina
$380K -$132K -360 -26%
AFG
2083
Albion Financial Group
Utah
$380K -$3.66K -10 -1%
AF
2084
Aldebaran Financial
$379K -$45.7K -125 -11%
AI
2085
Atom Investors
Texas
$379K +$379K +1,037 New
ZIG
2086
Zuckerman Investment Group
Illinois
$378K +$62.2K +170 +20%
PO
2087
Private Ocean
California
$378K +$8.41K +23 +2%
CT
2088
Columbia Trust
Oregon
$377K -$20.1K -55 -5%
JTWM
2089
Jackson Thornton Wealth Management
Alabama
$377K +$377K +1,030 New
WE
2090
Wealth Effects
Massachusetts
$377K +$60.4K +165 +19%
LA
2091
Latitude Advisors
Florida
$376K -$184K -503 -33%
HWM
2092
Hemington Wealth Management
Virginia
$376K +$6.22K +17 +2%
AIM
2093
Avity Investment Management
Connecticut
$376K +$8.41K +23 +2%
RWP
2094
Revolve Wealth Partners
New Jersey
$375K +$55.2K +151 +17%
CVM
2095
Cheviot Value Management
California
$375K – – –
BIA
2096
Beacon Investment Advisors
Maryland
$375K +$375K +1,024 New
GWM
2097
Gray Wealth Management
Maine
$374K +$132K +360 +54%
DLHL
2098
Donald L. Hagan LLC
Florida
$373K – – –
AWM
2099
Aberdeen Wealth Management
Illinois
$373K – – –
SIMM
2100
Stillwater Investment Management (Minnesota)
Minnesota
$373K +$731 +2 +0.2%
82 83
84
85 86