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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 %
SEP
2276
Southland Equity Partners
Missouri
$270K – – –
MFA
2277
Morling Financial Advisors
California
$270K -$33.7K -92 -11%
GAM
2278
Griffin Asset Management
New York
$270K +$270K +737 New
BOS
2279
Bank of Stockton
California
$269K +$269K +735 New
KCM
2280
Kaye Capital Management
California
$269K +$269K +735 New
ACM
2281
Ashford Capital Management
Delaware
$269K – – –
WA
2282
Wealthstream Advisors
New York
$269K -$2.2K -6 -0.8%
APW
2283
Aurora Private Wealth
New Jersey
$267K +$9.88K +27 +4%
AAM
2284
Auxier Asset Management
Oregon
$266K – – –
SWA
2285
SOA Wealth Advisors
New York
$265K +$42.1K +115 +19%
GCP
2286
GSA Capital Partners
United Kingdom
$265K +$265K +723 New
AAMA
2287
Advanced Asset Management Advisors
Ohio
$265K – – –
TRIA
2288
Trail Ridge Investment Advisors
Colorado
$264K -$11K -30 -4%
DSAM
2289
Dock Street Asset Management
Florida
$264K – – –
KCPG
2290
Kavar Capital Partners Group
Kansas
$263K +$22K +60 +9%
CL
2291
COWA LLC
Oklahoma
$263K – – –
ML
2292
McAdam LLC
Pennsylvania
$263K +$19.9K +72 +8%
RDWM
2293
Red Door Wealth Management
Tennessee
$263K +$1.1K +3 +0.4%
JCM
2294
J2 Capital Management
Michigan
$262K -$164K -449 -39%
KC
2295
Kinloch Capital
Virginia
$262K -$4.03K -11 -2%
SWMG
2296
Signature Wealth Management Group
Georgia
$262K -$11.3K -31 -4%
CWAG
2297
Compton Wealth Advisory Group
Virginia
$262K – – –
WP
2298
Westmount Partners
California
$262K +$262K +715 New
HCA
2299
Horan Capital Advisors
Ohio
$261K – – –
EAM
2300
Evanson Asset Management
California
$260K -$102K -279 -28%
90 91
92
93 94