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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 %
RWP
2201
Ridgecrest Wealth Partners
California
$311K -$73.2K -200 -19%
NAMP
2202
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$311K – – –
WI
2203
Wedgewood Investors
Pennsylvania
$311K +$311K +849 New
PWA
2204
Physician Wealth Advisors
Utah
$310K – – –
CPA
2205
Cardiff Park Advisors
California
$308K -$1.46K -4 -0.5%
LMKC
2206
L.M. Kohn & Company
Ohio
$307K +$69.2K +189 +29%
SFP
2207
Sterling Financial Planning
New Jersey
$306K -$5.12K -14 -2%
VIA
2208
Virtus Investment Advisers
Connecticut
$306K – – –
CCB
2209
Cutter & Co Brokerage
Missouri
$304K -$7.32K -20 -2%
SWM
2210
Sculati Wealth Management
Michigan
$304K -$25.6K -70 -8%
SHFA
2211
SS&H Financial Advisors
Michigan
$302K – – –
MHB
2212
Midwest Heritage Bank
Iowa
$302K – – –
NIM
2213
Nexus Investment Management
Ontario, Canada
$302K +$302K +826 New
CA
2214
CGN Advisors
Kansas
$301K – – –
EFG
2215
Ethos Financial Group
Pennsylvania
$301K +$301K +822 New
SFG
2216
Sunburst Financial Group
Alabama
$301K +$24.9K +68 +9%
WHCI
2217
W.H. Cornerstone Investments
Massachusetts
$300K +$724 +2 +0.2%
IIA
2218
IPG Investment Advisors
California
$300K +$300K +820 New
TFGT
2219
TS Financial Group (TSFG)
Illinois
$299K +$58.9K +161 +25%
VAG
2220
VisionPoint Advisory Group
Texas
$299K -$75.3K -215 -20%
CSWG
2221
Cardinal Strategic Wealth Guidance
Kentucky
$298K -$14.6K -40 -5%
CC
2222
Callan Capital
California
$297K +$297K +812 New
EA
2223
Echo45 Advisors
California
$297K +$24.5K +67 +9%
FB
2224
First Bancorp
Maine
$296K -$14.6K -40 -5%
PWM
2225
Paulson Wealth Management
Illinois
$295K – – –
87 88
89
90 91