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 %
SC
2451
Sepio Capital
Utah
$208K -$47.2K -129 -19%
B
2452
BetterWealth
California
$208K +$208K +568 New
JWA
2453
JFS Wealth Advisors
Pennsylvania
$207K +$3.29K +9 +2%
HCM
2454
Highlander Capital Management
New Jersey
$207K – – –
PFA
2455
Pinnacle Family Advisors
Missouri
$207K +$207K +565 New
SPA
2456
Sentinel Pension Advisors
Massachusetts
$207K +$207K +565 New
AWA
2457
Amplius Wealth Advisors
Pennsylvania
$207K +$207K +565 New
CS
2458
Crescent Sterling
Louisiana
$206K +$206K +563 New
OWA
2459
Outlook Wealth Advisors
Texas
$206K +$206K +562 New
FEM
2460
Fulcrum Equity Management
Texas
$205K +$205K +561 New
OWA
2461
One Wealth Advisors
California
$205K +$205K +559 New
WAL
2462
W Advisors LLC
Tennessee
$204K +$204K +557 New
HCM
2463
Hutchinson Capital Management
California
$202K +$202K +553 New
PCMC
2464
Private Capital Management (Colorado)
Colorado
$201K -$174K -475 -46%
NME
2465
Notis-McConarty Edward
$201K -$25.6K -70 -11%
WGAM
2466
Wilkinson Global Asset Management
New York
$201K +$201K +550 New
LWM
2467
Lodestone Wealth Management
Washington
$201K +$201K +550 New
PWAC
2468
Private Wealth Advisors (California)
California
$201K +$201K +550 New
RWRC
2469
R.W. Roge & Company
New York
$201K +$201K +550 New
WFA
2470
WestHill Financial Advisors
California
$201K +$201K +549 New
KFI
2471
Key Financial Inc
Pennsylvania
$201K – – –
JFA
2472
JNBA Financial Advisors
Minnesota
$198K – – –
LFA
2473
Legend Financial Advisors
Pennsylvania
$197K -$36.6K -100 -16%
BBPWM
2474
Blue Bell Private Wealth Management
Pennsylvania
$197K – – –
AFS
2475
Annapolis Financial Services
Maryland
$196K – – –
97 98
99
100 101