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 %
HIC
2401
Holderness Investments Company
North Carolina
$224K -$39.1K -107 -15%
TWM
2402
Tradition Wealth Management
Minnesota
$224K -$7.7K -21 -3%
ARG
2403
Advisory Resource Group
Oklahoma
$224K +$224K +611 New
KWM
2404
KFG Wealth Management
Indiana
$223K +$223K +610 New
ML
2405
Mayport LLC
Massachusetts
$223K +$223K +609 New
AIM
2406
Acropolis Investment Management
Missouri
$222K +$24.5K +67 +12%
BA
2407
Bluesphere Advisors
Pennsylvania
$221K +$221K +605 New
RWM
2408
Reston Wealth Management
Virginia
$221K -$30K -82 -12%
GA
2409
Goldstein Advisors
Wisconsin
$221K +$221K +603 New
HIMC
2410
Heritage Investors Management Corp
Maryland
$221K +$221K +605 New
CWA
2411
Canvas Wealth Advisors
Kansas
$221K +$221K +627 New
AWG
2412
Altus Wealth Group
Colorado
$221K +$221K +603 New
HA
2413
HFG Advisors
Ohio
$220K +$220K +602 New
AWS
2414
Arkfeld Wealth Strategies
Nebraska
$220K – – –
CFG
2415
CKW Financial Group
Hawaii
$220K – – –
ST
2416
Somerset Trust
Pennsylvania
$220K +$220K +602 New
CFS
2417
Capital Financial Services
New York
$220K +$220K +600 New
WWM
2418
WJ Wealth Management
Arizona
$220K +$220K +600 New
APC
2419
Aspire Private Capital
North Carolina
$219K – – –
CCP
2420
Carmel Capital Partners
California
$219K +$219K +599 New
NFG
2421
Northeast Financial Group
Pennsylvania
$219K +$219K +598 New
AWA
2422
Aletheian Wealth Advisors
Washington
$218K +$218K +597 New
WIA
2423
World Investment Advisors
California
$218K +$218K +596 New
CMBA
2424
C.M. Bidwell & Associates
Hawaii
$218K -$38.8K -106 -15%
LI
2425
LVZ Inc
Michigan
$218K +$218K +595 New
95 96
97
98 99