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 %
LSIA
2101
LaSalle St. Investment Advisors
Illinois
$373K +$373K +1,020 New
AO
2102
Advisor OS
Illinois
$373K +$54.2K +148 +17%
TWA
2103
Talisman Wealth Advisors
New Jersey
$372K +$372K +1,016 New
LF
2104
Lantz Financial
Illinois
$372K – – –
RWM
2105
RKL Wealth Management
Pennsylvania
$371K -$7.69K -21 -2%
TFF
2106
The Family Firm
Maryland
$371K +$732 +2 +0.2%
IDA
2107
Intelligence Driven Advisers
California
$370K +$1.82K +5 +0.5%
CAM
2108
Concorde Asset Management
Michigan
$369K -$366 -1 -0.1%
ZIG
2109
Zullo Investment Group
Pennsylvania
$367K +$2.56K +7 +0.7%
DAM
2110
Doheny Asset Management
California
$366K – – –
MIM
2111
Montgomery Investment Management
Maryland
$366K – – –
SC
2112
Searle & Co
Connecticut
$366K – – –
CAM
2113
Cacti Asset Management
Georgia
$366K – – –
MCM
2114
Mendel Capital Management
Arkansas
$366K – – –
MWM
2115
Mascoma Wealth Management
New Hampshire
$365K – – –
ECA
2116
Elevated Capital Advisors
Utah
$365K +$365K +998 New
SAS
2117
Sanford Advisory Services
Michigan
$364K – – –
TFO
2118
Tarbox Family Office
California
$362K -$3.29K -9 -0.9%
RPCA
2119
Running Point Capital Advisors
California
$361K +$8.05K +22 +2%
HAS
2120
HBW Advisory Services
California
$359K +$359K +982 New
FMB
2121
Field & Main Bank
Kentucky
$358K +$40.2K +110 +13%
SN
2122
Sittner & Nelson
Oregon
$357K +$366 +1 +0.1%
SIA
2123
Soltis Investment Advisors
Utah
$356K +$29.6K +81 +9%
COCM
2124
Charter Oak Capital Management
New Hampshire
$356K +$36.9K +101 +12%
AC
2125
ASB Consultores
Florida
$355K +$61.8K +169 +21%
83 84
85
86 87