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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 %
HR
2176
Howe & Rusling
New York
$325K +$7.68K +21 +2%
SA
2177
Strategic Advisors
New York
$324K +$19.4K +53 +6%
FMTCOCP
2178
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$324K – – –
MW
2179
MBL Wealth
North Carolina
$322K +$26K +71 +9%
DCM
2180
Dudley Capital Management
Virginia
$322K +$322K +879 New
BSSFA
2181
Baron Silver Stevens Financial Advisors
Florida
$321K +$321K +879 New
WWA
2182
WC Walker & Associates
California
$321K +$30.6K +93 +11%
WAOI
2183
Wealth Advisors of Iowa
Iowa
$321K +$366 +1 +0.1%
TCM
2184
Triumph Capital Management
Colorado
$320K +$320K +876 New
UCB
2185
United Community Bank
South Carolina
$319K +$62.2K +170 +24%
AWAP
2186
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$319K – – –
DIA
2187
Dean Investment Associates
Ohio
$318K – – –
OWP
2188
Obermeyer Wealth Partners
Colorado
$318K – – –
EA
2189
Emerald Advisers
Pennsylvania
$316K -$7.68K -21 -2%
FA
2190
Fermata Advisors
California
$316K -$11K -30 -3%
Parnassus Investments
2191
Parnassus Investments
California
$315K +$315K +862 New
CFA
2192
CWS Financial Advisors
Michigan
$315K +$933 +5 +0.3%
IC
2193
Inscription Capital
Texas
$314K – – –
GC
2194
Garde Capital
Washington
$314K – – –
TWM
2195
Thrive Wealth Management
Pennsylvania
$314K -$97.3K -266 -24%
HL
2196
HeadInvest LLC
Maine
$314K -$18.3K -50 -6%
EIP
2197
Ellis Investment Partners
Pennsylvania
$314K -$5.49K -15 -2%
AHC
2198
Adell Harriman & Carpenter
Texas
$314K -$73.2K -200 -19%
LAM
2199
Lakewood Asset Management
Illinois
$312K +$312K +852 New
SQA
2200
Simon Quick Advisors
New Jersey
$312K +$312K +852 New
86 87
88
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