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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 %
SFI
2601
SPC Financial Inc
Maryland
$223K +$223K +476 New
CCA
2602
Cadent Capital Advisors
Oklahoma
$223K +$223K +476 New
SCM
2603
Spreng Capital Management
Ohio
$223K +$223K +475 New
FCAG
2604
First Capital Advisors Group
New Jersey
$223K +$223K +475 New
BONST
2605
Bank of Nova Scotia Trust
Ontario, Canada
$223K +$223K +475 New
NME
2606
Notis-McConarty Edward
$223K +$223K +475 New
MGWM
2607
Marks Group Wealth Management
Minnesota
$223K +$223K +475 New
APWM
2608
Atlas Private Wealth Management
New York
$222K +$222K +474 New
HP
2609
Hilltop Partners
Indiana
$221K +$221K +471 New
RWA
2610
Rooted Wealth Advisors
Illinois
$220K +$220K +473 New
SW
2611
StrongBox Wealth
Missouri
$219K -$140K -299 -39%
D
2612
Dentgroup
Louisiana
$218K +$218K +466 New
IEFM
2613
IQ EQ Fund Management
Ireland
$218K +$218K +464 New
NPPM
2614
North Point Portfolio Managers
Ohio
$217K -$547K -1,166 -72%
GAG
2615
Goodman Advisory Group
Massachusetts
$216K – – –
MWM
2616
Maltin Wealth Management
New Jersey
$215K +$215K +459 New
NFSG
2617
Newbridge Financial Services Group
Florida
$215K +$29.1K +62 +16%
SMWM
2618
Silvia McColl Wealth Management
California
$215K +$215K +458 New
PWM
2619
Prosperity Wealth Management
California
$214K +$214K +457 New
SIM
2620
SSI Investment Management
California
$214K +$214K +457 New
PIM
2621
Parker Investment Management
California
$214K +$214K +456 New
QFA
2622
Quattro Financial Advisors
Texas
$213K +$213K +454 New
PCTC
2623
Perkins Coie Trust Company
Washington
$213K – – –
HIP
2624
Harrell Investment Partners
Texas
$213K +$213K +453 New
OWA
2625
Octavia Wealth Advisors
Ohio
$212K +$212K +453 New
103 104
105
106 107