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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 %
CB
2501
Centennial Bank
Arkansas
$267K – – –
NHT
2502
New Hampshire Trust
New Hampshire
$267K +$2.81K +6 +1%
TA
2503
Tiedemann Advisors
New York
$267K +$267K +569 New
PFA
2504
Pinnacle Family Advisors
Missouri
$267K +$267K +569 New
B
2505
BetterWealth
California
$266K +$266K +568 New
MPPLM
2506
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$266K -$61.4K -131 -19%
SPA
2507
Sentinel Pension Advisors
Massachusetts
$265K – – –
RFA
2508
Resurgent Financial Advisors
Georgia
$265K +$18.8K +40 +8%
CCA
2509
Childress Capital Advisors
Texas
$264K -$240K -511 -48%
PCI
2510
Planning Center Inc
Illinois
$264K -$84.9K -181 -24%
PGAM
2511
Princeton Global Asset Management
New Jersey
$261K – – –
BTIM
2512
BancFirst Trust & Investment Management
Oklahoma
$261K +$261K +562 New
CC
2513
Cypress Capital
Tennessee
$261K +$261K +556 New
MWP
2514
Meridian Wealth Partners
Pennsylvania
$259K +$259K +553 New
HA
2515
HFG Advisors
Ohio
$259K -$23.4K -50 -8%
EBA
2516
Eagle Bay Advisors
New York
$258K +$5.15K +11 +2%
FWM
2517
Focused Wealth Management
New York
$258K -$58.6K -125 -19%
BOS
2518
Bank of Stockton
California
$258K +$258K +550 New
WGAM
2519
Wilkinson Global Asset Management
New York
$258K +$258K +550 New
PWAC
2520
Private Wealth Advisors (California)
California
$258K +$258K +550 New
EW
2521
Element Wealth
Mississippi
$258K +$258K +549 New
EDRIA
2522
Edmonds Duncan Registered Investment Advisors
Kansas
$257K +$257K +549 New
WAL
2523
W Advisors LLC
Tennessee
$257K +$257K +549 New
JFA
2524
JNBA Financial Advisors
Minnesota
$257K +$1.88K +4 +0.7%
RWRC
2525
R.W. Roge & Company
New York
$257K +$257K +550 New
99 100
101
102 103