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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 %
MJRIC
2351
Mogy Joel R Investment Counsel
California
$244K +$244K +667 New
PMG
2352
Private Management Group
California
$244K – – –
TJHA
2353
Thomas J. Herzfeld Advisors
Florida
$243K – – –
GWSA
2354
Global Wealth Strategies & Associates
Colorado
$243K +$243K +663 New
GWM
2355
GSB Wealth Management
Connecticut
$242K +$366 +1 +0.2%
PWA
2356
Peterson Wealth Advisors
Utah
$242K – – –
SAF
2357
Smith Anglin Financial
Texas
$242K +$12.4K +34 +5%
GF
2358
Gries Financial
Ohio
$242K +$242K +662 New
VAM
2359
Verity Asset Management
North Carolina
$241K -$4.39K -12 -2%
LIA
2360
Luken Investment Analytics
Tennessee
$241K +$241K +659 New
CAL
2361
Capital Advisors Ltd
Ohio
$241K +$111K +538 +85%
HB
2362
Horizon Bancorp
Indiana
$241K +$241K +660 New
ACM
2363
Advance Capital Management
Michigan
$239K -$6.22K -17 -3%
EA
2364
Ergawealth Advisors
Illinois
$238K +$238K +650 New
KWS
2365
Keystone Wealth Services
California
$237K – – –
RWI
2366
Red Wave Investments
Pennsylvania
$236K – – –
OFG
2367
OmniStar Financial Group
North Carolina
$236K -$317K -866 -57%
AF
2368
Apexium Financial
Texas
$236K -$77.6K -212 -25%
PTCG
2369
Pring Turner Capital Group
California
$236K +$236K +644 New
IFA
2370
Index Fund Advisors
California
$235K -$144K -394 -38%
LSA
2371
Lansing Street Advisors
Pennsylvania
$234K +$2.93K +8 +1%
1WM
2372
1900 Wealth Management
Texas
$234K +$234K +640 New
KA
2373
Kercheville Advisors
Texas
$234K +$234K +640 New
NHT
2374
New Hampshire Trust
New Hampshire
$234K +$234K +640 New
BWM
2375
BlackDiamond Wealth Management
New York
$234K +$234K +663 New
93 94
95
96 97