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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 %
GWWM
2226
Great Waters Wealth Management
Minnesota
$294K +$294K +841 New
WCM
2227
WealthBridge Capital Management
Ohio
$294K +$294K +803 New
TPWM
2228
Twelve Points Wealth Management
Massachusetts
$293K +$732 +2 +0.3%
MWA
2229
Motive Wealth Advisors
Michigan
$293K +$33.3K +91 +13%
WWM
2230
WT Wealth Management
Arizona
$293K -$27.4K -75 -9%
HPC
2231
Hobart Private Capital
North Carolina
$293K – – –
DAM
2232
Diamant Asset Management
Connecticut
$293K +$293K +800 New
AFG
2233
AFS Financial Group
Maryland
$293K +$293K +800 New
PP
2234
PrairieView Partners
Minnesota
$292K +$73K +200 +33%
SNB
2235
Security National Bank
Nebraska
$292K -$98.4K -269 -25%
PWP
2236
Phillips Wealth Planners
Mississippi
$290K +$290K +829 New
MHR
2237
Matthew Hamilton Rosenberg
$290K – – –
OA
2238
Oxbow Advisors
Texas
$290K – – –
MAM
2239
McCarthy Asset Management
California
$290K – – –
CA
2240
Crewe Advisors
Utah
$289K -$88.5K -242 -23%
ORC
2241
O'Rourke & Company
Massachusetts
$288K +$288K +787 New
MC
2242
Middleton & Co
Massachusetts
$288K – – –
MPAM
2243
Murphy Pohlad Asset Management
Minnesota
$288K – – –
BA
2244
Ballast Advisors
Minnesota
$287K -$43.9K -120 -13%
TGAM
2245
TBH Global Asset Management
Tennessee
$286K -$36.6K -100 -11%
FFA
2246
Farther Finance Advisors
California
$286K +$286K +782 New
WWP
2247
Waypoint Wealth Partners
California
$286K +$286K +782 New
TSS
2248
Two Sigma Securities
New York
$285K -$420K -1,149 -60%
AWM
2249
Aprio Wealth Management
Georgia
$284K -$35.5K -97 -11%
MSWM
2250
McGlone Suttner Wealth Management
Wisconsin
$284K +$284K +776 New
88 89
90
91 92