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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 %
CWM
2251
Campbell Wealth Management
Virginia
$282K -$1.47K -4 -0.5%
PTC
2252
Petrus Trust Company
Texas
$280K +$280K +766 New
TA
2253
TFB Advisors
Kansas
$278K +$278K +760 New
DAM
2254
Delta Asset Management
Tennessee
$277K +$9.15K +25 +3%
NWM
2255
Northwest Wealth Management
Iowa
$277K -$145K -397 -34%
NFA
2256
Northern Financial Advisors
Michigan
$277K +$277K +757 New
R
2257
Rebalance
California
$277K +$277K +756 New
RW
2258
Reframe Wealth
Virginia
$276K +$276K +754 New
CDIA
2259
Capital Directions Investment Advisors
Georgia
$276K +$276K +754 New
PSB
2260
Piscataqua Savings Bank
New Hampshire
$276K – – –
GAM
2261
Gemmer Asset Management
California
$275K – – –
PPW
2262
Pasadena Private Wealth
California
$275K -$8.78K -24 -3%
SFA
2263
Source Financial Advisors
New York
$275K +$15.7K +43 +6%
SOAG
2264
Silver Oak Advisory Group
Oregon
$274K -$91.5K -250 -25%
MTIC
2265
Missouri Trust & Investment Company
Missouri
$274K +$110K +300 +67%
PCA
2266
Prosperity Capital Advisors
Ohio
$274K +$274K +748 New
RWA
2267
River Wealth Advisors
Pennsylvania
$273K +$273K +747 New
MC
2268
Montag & Caldwell
Georgia
$273K – – –
PCM
2269
Palisade Capital Management
New Jersey
$273K – – –
FFS
2270
Founders Financial Securities
Maryland
$272K -$16.8K -46 -6%
NCMW
2271
Northern Capital Management (Washington)
Washington
$272K – – –
PCI
2272
Planning Center Inc
Illinois
$272K +$272K +743 New
AW
2273
Alaethes Wealth
Nevada
$271K -$1.67M -4,553 -86%
AWCI
2274
Alpine Woods Capital Investors
New York
$271K -$22K -60 -8%
LFG
2275
Lockerman Financial Group
California
$271K -$32.2K -88 -11%
89 90
91
92 93