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 %
IAG
2426
Investment Advisory Group
Massachusetts
$217K -$30.4K -83 -12%
FWM
2427
Focused Wealth Management
New York
$217K – – –
CFG
2428
Compton Financial Group
Maryland
$217K +$217K +594 New
PWMG
2429
Prestige Wealth Management Group
New Jersey
$217K -$706K -1,931 -77%
GWP
2430
Gateway Wealth Partners
Wisconsin
$217K +$217K +593 New
KFS
2431
Kelly Financial Services
Massachusetts
$216K -$17.9K -49 -8%
LSWM
2432
Lorne Steinberg Wealth Management
Canada
$215K +$215K +587 New
CB
2433
CNB Bank
Pennsylvania
$214K – – –
RDFA
2434
Ritter Daniher Financial Advisory
Ohio
$214K +$98K +268 +85%
TAM
2435
Todd Asset Management
Kentucky
$214K +$214K +585 New
RF
2436
Rollins Financial
Georgia
$214K +$214K +584 New
THL
2437
Tillman Hartley LLC
Colorado
$213K +$213K +583 New
GFG
2438
GR Financial Group
Arizona
$213K +$213K +582 New
CFAM
2439
Center For Asset Management
Florida
$212K -$110K -302 -34%
V
2440
ViaWealth
Kansas
$212K +$212K +605 New
EBA
2441
Eagle Bay Advisors
New York
$212K -$58.9K -161 -22%
WFA
2442
Wellspring Financial Advisors
Ohio
$211K +$211K +577 New
WSWA
2443
Warren Street Wealth Advisors
California
$210K +$210K +575 New
CW
2444
CIC Wealth
Maryland
$210K +$210K +575 New
WBG
2445
Wharton Business Group
Pennsylvania
$210K +$210K +575 New
SIS
2446
Strategic Investment Solutions
Illinois
$210K +$210K +634 New
FC
2447
Financial Consulate
Maryland
$209K +$209K +572 New
CB
2448
Centennial Bank
Arkansas
$209K +$209K +570 New
GPA
2449
Garrison Point Advisors
California
$209K +$209K +570 New
MWM
2450
MinichMacGregor Wealth Management
New York
$209K +$209K +570 New
96 97
98
99 100