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 %
CBA
2126
Coastal Bridge Advisors
Connecticut
$355K – – –
JCM
2127
Janney Capital Management
Pennsylvania
$354K -$731 -2 -0.2%
ZF
2128
Zhang Financial
Michigan
$354K -$7.68K -21 -2%
YWP
2129
YorkBridge Wealth Partners
New York
$353K +$10.2K +28 +3%
BFG
2130
Beacon Financial Group
Texas
$353K – – –
FSA
2131
Franklin Street Advisors
North Carolina
$352K -$124K -340 -26%
FWA
2132
FSM Wealth Advisors
Ohio
$352K -$28.5K -78 -8%
BCMLT
2133
Beacon Capital Management LLC (Tennessee)
Tennessee
$351K +$92.9K +254 +36%
SL
2134
Stevard LLC
Illinois
$351K – – –
OPOWM
2135
One Plus One Wealth Management
Florida
$351K – – –
PWM
2136
PRW Wealth Management
Massachusetts
$351K -$14.3K -39 -4%
PFA
2137
Plotkin Financial Advisors
Maryland
$349K – – –
SFP
2138
Sandbox Financial Partners
Maryland
$349K +$77.9K +213 +29%
CCM
2139
Cribstone Capital Management
Maine
$348K -$1.83K -5 -0.5%
HCMG
2140
Howard Capital Management Group
California
$347K – – –
LHC
2141
Little House Capital
Massachusetts
$346K +$346K +947 New
PPWM
2142
Paragon Private Wealth Management
Kentucky
$346K – – –
CWM
2143
Centurion Wealth Management
Virginia
$345K +$345K +943 New
OBGC
2144
O'Brien Greene & Co
Pennsylvania
$344K -$704K -1,925 -67%
EFH
2145
Eaton Financial Holdings
Florida
$344K +$344K +940 New
CCT
2146
Capital City Trust
Florida
$344K +$31.1K +85 +10%
VFPI
2147
Vantage Financial Partners (Illinois)
Illinois
$342K – – –
AC
2148
Apella Capital
Connecticut
$341K +$341K +932 New
CCA
2149
Cora Capital Advisors
New Jersey
$340K +$340K +930 New
BHPW
2150
Beverly Hills Private Wealth
California
$340K +$340K +928 New
84 85
86
87 88