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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 %
MAM
2326
Milestone Asset Management
Pennsylvania
$249K +$249K +729 New
EWM
2327
Endowment Wealth Management
Wisconsin
$249K +$2.56K +7 +1%
KIM
2328
Karpus Investment Management
New York
$249K – – –
DA
2329
Detalus Advisors
Missouri
$249K +$249K +680 New
TCPWM
2330
Traverso Chambers Private Wealth Management
California
$248K – – –
CFG
2331
Cooper Financial Group
California
$248K -$34K -93 -12%
BFIM
2332
Beese Fulmer Investment Management
Ohio
$248K -$2.56K -7 -1%
CIG
2333
Cascade Investment Group
Colorado
$248K +$248K +677 New
CIC
2334
Cornercap Investment Counsel
Georgia
$247K -$34K -93 -12%
GCM
2335
Graham Capital Management
Connecticut
$247K -$532K -1,454 -68%
AFCM
2336
Applied Finance Capital Management
Puerto Rico
$247K +$247K +675 New
LFS
2337
Legacy Financial Strategies
Kansas
$247K +$15K +41 +6%
PAMG
2338
Patton Albertson Miller Group
Tennessee
$246K +$5.49K +15 +2%
P
2339
&Partners
Tennessee
$246K -$116K -318 -32%
FNWM
2340
Financial Network Wealth Management
Utah
$246K -$1.46K -4 -0.6%
CBB
2341
Citizens Business Bank
California
$245K +$12.4K +34 +5%
SA
2342
Syntax Advisors
New York
$245K -$51.6K -141 -17%
VCG
2343
Vantage Consulting Group
Virginia
$245K -$51.6K -141 -17%
WP
2344
WealthShield Partners
North Carolina
$245K +$6.59K +18 +3%
PFG
2345
Prosperity Financial Group
California
$245K +$245K +671 New
BWM
2346
BigSur Wealth Management
Florida
$245K -$11K -30 -4%
WCG
2347
Weaver Consulting Group
California
$245K – – –
AFP
2348
Alpha Financial Partners
Kentucky
$245K +$245K +669 New
BFS
2349
Bickling Financial Services
Massachusetts
$244K +$2.2K +6 +0.9%
AA
2350
Addison Advisors
Vermont
$244K +$3.29K +9 +1%
92 93
94
95 96