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Eli Lilly
LLY

Overview Fund Activity

2,798 hedge funds and large institutions have $366B invested in Eli Lilly in 2023 Q2 according to their latest regulatory filings, with 296 funds opening new positions, 1,068 increasing their positions, 1,072 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,798
Holders Change
+199
Holders Change %
+7.66%
% of All Funds
44.13%
Holding in Top 10
239
Holding in Top 10 Change
+88
Holding in Top 10 Change %
+58.28%
% of All Funds
3.77%
New
296
Increased
1,068
Reduced
1,072
Closed
77
Calls
$3.39B
Puts
$3.68B
Net Calls
-$288M
Net Calls Change
-$424M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.51B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$784M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$674M
4
Barclays
Barclays
United Kingdom
+$425M
5
Millennium Management
Millennium Management
New York
+$382M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$24.8B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.75B
3
Primecap Management
Primecap Management
California
-$854M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$834M
5
Lilly Endowment
Lilly Endowment
Indiana
-$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSWM
2476
Lorne Steinberg Wealth Management
Canada
$275K – – –
GWP
2477
Gateway Wealth Partners
Wisconsin
$275K -$3.28K -7 -1%
MPAM
2478
Murphy Pohlad Asset Management
Minnesota
$275K – – –
OWA
2479
Outlook Wealth Advisors
Texas
$275K +$275K +586 New
GFG
2480
GR Financial Group
Arizona
$274K +$469 +1 +0.2%
BA
2481
Ballast Advisors
Minnesota
$274K -$93.8K -200 -25%
CB
2482
CNB Bank
Pennsylvania
$274K -$61.4K -131 -18%
TAM
2483
Todd Asset Management
Kentucky
$274K – – –
RA
2484
Ruggaard & Associates
Ohio
$274K -$18.3K -39 -6%
PFM
2485
Peak Financial Management
Massachusetts
$274K +$274K +584 New
B
2486
Barings
North Carolina
$273K +$273K +582 New
MWM
2487
Massachusetts Wealth Management
Massachusetts
$272K +$272K +580 New
CBTWT
2488
Community Bank & Trust (Waco, Texas)
Texas
$272K +$272K +579 New
DFG
2489
Demars Financial Group
Washington
$271K +$271K +578 New
YIA
2490
YHB Investment Advisors
Connecticut
$271K -$632K -1,347 -70%
NEWAS
2491
N.E.W. Advisory Services
Wisconsin
$270K +$270K +576 New
WBG
2492
Wharton Business Group
Pennsylvania
$270K +$270K +575 New
HW
2493
Hamilton Wealth
California
$269K +$269K +574 New
CS
2494
Crescent Sterling
Louisiana
$269K +$269K +574 New
GKIM
2495
GW&K Investment Management
Massachusetts
$269K +$128K +273 +91%
HCM
2496
Hutchinson Capital Management
California
$269K +$269K +573 New
DWM
2497
Darwin Wealth Management
Florida
$268K +$268K +611 New
RGC
2498
Roberts, Glore & Co
Illinois
$268K -$9.38K -20 -3%
AIM
2499
Acropolis Investment Management
Missouri
$268K -$14.5K -31 -5%
KC
2500
Kinloch Capital
Virginia
$267K -$68.5K -146 -20%
98 99
100
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