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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 %
DJSG
2151
D.J. St. Germain
Massachusetts
$339K +$108K +866 +47%
Capstone Investment Advisors
2152
Capstone Investment Advisors
New York
$339K +$339K +926 New
JF
2153
Joule Financial
Kentucky
$337K -$37.7K -103 -10%
RCG
2154
Rock Creek Group
District of Columbia
$337K +$105K +286 +45%
CHJWM
2155
Carlton Hofferkamp & Jenks Wealth Management
Texas
$337K -$34.2K -100 -9%
HCP
2156
Holt Capital Partners
Texas
$337K +$337K +920 New
KCFA
2157
Key Client Fiduciary Advisors
New Jersey
$336K +$103K +281 +44%
CRI
2158
Colonial River Investments
Virginia
$335K +$90.7K +248 +37%
GG
2159
Greenwood Gearhart
Arkansas
$333K -$6.95K -19 -2%
DC
2160
DeDora Capital
California
$330K -$65.9K -180 -17%
BCM
2161
Bluefin Capital Management
New York
$329K -$402K -1,100 -55%
NF
2162
Nikulski Financial
Iowa
$329K – – –
BMC
2163
Benin Management Corp
Connecticut
$329K – – –
PWS
2164
Peloton Wealth Strategists
Indiana
$329K – – –
SRSA
2165
S.R. Schill & Associates
Washington
$329K – – –
FWM
2166
Fairhaven Wealth Management
Illinois
$329K -$2.93K -8 -0.9%
EFL
2167
ERn Financial LLC
Wisconsin
$328K +$23.8K +65 +8%
GM
2168
GeoWealth Management
Illinois
$327K -$570K -1,554 -64%
CWC
2169
Carolinas Wealth Consulting
North Carolina
$327K +$8 +1 +0%
GWM
2170
Greenhouse Wealth Management
Connecticut
$327K +$14.6K +40 +5%
AGC
2171
Aspen Grove Capital
Colorado
$327K +$327K +893 New
JWS
2172
Juncture Wealth Strategies
Arizona
$326K -$12.8K -35 -4%
PFM
2173
Phillips Financial Management
Indiana
$326K +$85.2K +233 +35%
CA
2174
Callahan Advisors
Texas
$326K +$32.9K +90 +11%
AWM
2175
Avaii Wealth Management
Wisconsin
$325K +$5.12K +14 +2%
85 86
87
88 89