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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 %
VC
2526
Vicus Capital
Pennsylvania
$256K +$256K +547 New
QPW
2527
Quantum Private Wealth
Florida
$256K +$256K +546 New
JLBC
2528
J.L. Bainbridge & Co
Florida
$256K +$256K +546 New
CCT
2529
Chemung Canal Trust
New York
$256K -$338K -721 -57%
GHA
2530
Granite Harbor Advisors
Texas
$256K +$256K +545 New
MSWM
2531
McGlone Suttner Wealth Management
Wisconsin
$255K +$255K +544 New
GAM
2532
Griffin Asset Management
New York
$254K -$182K -388 -42%
CMP
2533
Coston McIsaac & Partners
Maine
$252K – – –
AFS
2534
Annapolis Financial Services
Maryland
$250K – – –
GA
2535
Goldstein Advisors
Wisconsin
$249K +$249K +531 New
FPB
2536
First PREMIER Bank
South Dakota
$249K -$2.34K -5 -0.9%
SIC
2537
SFE Investment Counsel
California
$249K +$14.1K +30 +6%
GPA
2538
Garrison Point Advisors
California
$249K +$249K +530 New
CWM
2539
Cherrydale Wealth Management
New Jersey
$247K +$247K +526 New
TCOO
2540
Trust Company of Oklahoma
Oklahoma
$245K +$245K +522 New
OWA
2541
One Wealth Advisors
California
$244K +$244K +521 New
WR
2542
WD Rutherford
Oregon
$244K +$244K +520 New
EFG
2543
Ethos Financial Group
Pennsylvania
$244K – – –
SAA
2544
Southeast Asset Advisors
Georgia
$244K +$244K +519 New
OBWG
2545
Onyx Bridge Wealth Group
New York
$243K +$243K +519 New
SXL
2546
Summit X LLC
Missouri
$243K +$243K +518 New
APW
2547
Austin Private Wealth
Texas
$243K +$243K +518 New
MAWCM
2548
Mine & Arao Wealth Creation & Management
California
$242K – – –
VP
2549
Verum Partners
North Carolina
$242K +$242K +517 New
VFP
2550
Verus Financial Partners
Virginia
$242K +$2.29K +5 +1%
100 101
102
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