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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 %
CP
2576
Covenant Partners
Tennessee
$234K +$234K +498 New
SF
2577
Slagle Financial
Illinois
$233K +$233K +497 New
WFA
2578
WestHill Financial Advisors
California
$233K +$233K +497 New
CFA
2579
Capstone Financial Advisors
Illinois
$232K +$232K +495 New
SFCL
2580
Strengthening Families & Communities LLC
Massachusetts
$232K -$385K -819 -62%
CAM
2581
Claret Asset Management
Quebec, Canada
$232K +$232K +494 New
BCM
2582
Brown Capital Management
Maryland
$232K -$403K -859 -63%
KFG
2583
Kingdom Financial Group
Arizona
$231K +$231K +493 New
VPP
2584
Vertex Planning Partners
Illinois
$231K +$231K +492 New
DWA
2585
Delap Wealth Advisory
Oregon
$230K -$144K -307 -38%
NWA
2586
New World Advisors
Massachusetts
$230K -$227K -483 -50%
AWM
2587
Absher Wealth Management
North Carolina
$229K +$229K +488 New
MWM
2588
MinichMacGregor Wealth Management
New York
$228K +$228K +487 New
RFA
2589
Register Financial Advisors
Georgia
$228K – – –
ORC
2590
O'Rourke & Company
Massachusetts
$228K +$228K +487 New
HCM
2591
Hengehold Capital Management
Ohio
$228K +$228K +486 New
CG
2592
Clifford Group
Massachusetts
$227K +$227K +485 New
CSA
2593
Cottage Street Advisors
Massachusetts
$227K +$227K +485 New
LDB
2594
Lee, Danner & Bass
Tennessee
$227K +$227K +483 New
ACM
2595
Adalta Capital Management
New York
$227K +$227K +485 New
EWP
2596
Engrave Wealth Partners
Texas
$227K +$227K +484 New
CWA
2597
Consilio Wealth Advisors
Washington
$227K +$227K +483 New
PCA
2598
Providence Capital Advisors
North Carolina
$227K – – –
WWC
2599
Waypoint Wealth Counsel
Georgia
$225K +$225K +479 New
VFPW
2600
Vantage Financial Partners (Wisconsin)
Wisconsin
$224K +$224K +477 New
102 103
104
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