LLY icon

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 %
CRWM
2301
Castle Rock Wealth Management
California
$259K +$259K +745 New
SIM
2302
SSI Investment Management
California
$259K +$259K +708 New
AW
2303
Avion Wealth
Texas
$259K – – –
DSC
2304
Duncker Streett & Co
Missouri
$259K – – –
AL
2305
Aspiriant LLC
California
$259K +$259K +707 New
LPAM
2306
Lodestar Private Asset Management
California
$258K +$258K +705 New
GSB
2307
Greenfield Savings Bank
Massachusetts
$258K -$9.15K -25 -3%
JC
2308
JB Capital
Connecticut
$257K -$4.39K -12 -2%
DLG
2309
Daniel L. Goodwin
$256K – – –
HRC
2310
Hoertkorn Richard Charles
$256K – – –
PFC
2311
Phocas Financial Corp
California
$256K +$256K +700 New
MC
2312
Machina Capital
France
$256K +$256K +700 New
TP
2313
Tranquility Partners
Tennessee
$256K +$2.93K +8 +1%
RFA
2314
Resurgent Financial Advisors
Georgia
$255K -$14.6K -40 -5%
MPPLM
2315
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$255K -$8.05K -22 -3%
AIM
2316
Aspen Investment Management
Michigan
$253K -$5.12K -14 -2%
SAM
2317
Secure Asset Management
Michigan
$253K -$5.12K -14 -2%
BPFA
2318
Barnes Pettey Financial Advisors
Mississippi
$252K -$58.9K -161 -19%
FC
2319
Forte Capital
New York
$252K +$252K +688 New
SLT
2320
St Louis Trust
Missouri
$251K +$251K +687 New
NRC
2321
New Republic Capital
North Carolina
$251K +$251K +687 New
PEA
2322
Park Edge Advisors
Ohio
$250K +$250K +684 New
FAFN
2323
First Affirmative Financial Network
Colorado
$250K -$4.39K -12 -2%
VC
2324
Vicus Capital
Pennsylvania
$250K -$95.5K -261 -28%
IWA
2325
Inspirion Wealth Advisors
Illinois
$250K +$731 +2 +0.3%
91 92
93
94 95