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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 %
VCG
2551
Vantage Consulting Group
Virginia
$242K -$116K -247 -32%
SA
2552
Syntax Advisors
New York
$242K -$116K -247 -32%
SIA
2553
SkyView Investment Advisors
New Jersey
$241K +$232K +494 +2,600%
TC
2554
TAGStone Capital
North Carolina
$240K +$240K +511 New
IWP
2555
IAG Wealth Partners
Wisconsin
$237K – – –
PAI
2556
Pittenger & Anderson Inc
Nebraska
$237K +$5.16K +11 +2%
WCWM
2557
Willow Creek Wealth Management
California
$237K +$237K +505 New
AI
2558
Arrien Investments
Idaho
$236K -$115K -246 -33%
BWA
2559
Bordeaux Wealth Advisors
California
$236K +$236K +504 New
AIA
2560
AIMZ Investment Advisors
California
$236K +$236K +503 New
DI
2561
Diligent Investors
California
$235K +$235K +502 New
EGA
2562
Eagle Global Advisors
Texas
$235K +$235K +502 New
KFS
2563
Kelly Financial Services
Massachusetts
$235K -$39.4K -84 -14%
LWM
2564
Lodestone Wealth Management
Washington
$235K +$235K +501 New
T
2565
TCWP
Ohio
$235K -$323K -689 -58%
PAM
2566
Paradigm Asset Management
New York
$234K -$1.17M -2,500 -83%
GA
2567
Greenspring Advisors
Maryland
$234K -$728K -1,552 -76%
IG
2568
Ithaka Group
Virginia
$234K +$234K +500 New
HA
2569
Harbor Advisors
Florida
$234K +$234K +500 New
AAP
2570
Aristotle Atlantic Partners
Florida
$234K +$234K +500 New
KAM
2571
KEB Asset Management
Illinois
$234K +$234K +500 New
CICI
2572
Capital Investment Counsel Inc
North Carolina
$234K +$234K +500 New
OPWM
2573
Oxinas Partners Wealth Management
Indiana
$234K +$234K +500 New
MCP
2574
Martin Capital Partners
Oregon
$234K +$234K +500 New
WLPWM
2575
Walled Lake Planning & Wealth Management
Illinois
$234K +$234K +499 New
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103
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