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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 %
MFA
2626
McClarren Financial Advisors
Pennsylvania
$212K +$469 +1 +0.2%
C
2627
Covestor
United Kingdom
$212K +$48.4K +103 +30%
HGWM
2628
Horst & Graben Wealth Management
Oregon
$212K +$212K +451 New
DA
2629
Dillon & Associates
Michigan
$212K +$212K +451 New
MAWA
2630
Moss Adams Wealth Advisors
Washington
$212K +$212K +452 New
AWA
2631
Acorn Wealth Advisors
Michigan
$212K +$212K +452 New
HWM
2632
Hohimer Wealth Management
Washington
$212K +$212K +452 New
MKA
2633
M. Kulyk & Associates
Georgia
$212K +$212K +451 New
OIA
2634
Optimum Investment Advisors
Illinois
$211K – – –
MCG
2635
McCollum Christoferson Group
New York
$211K +$211K +450 New
DFA
2636
Delta Financial Advisors
Louisiana
$211K +$211K +450 New
SCM
2637
SOL Capital Management
Maryland
$211K +$211K +450 New
IWN
2638
Independent Wealth Network
Iowa
$211K +$211K +449 New
KA
2639
Kooman & Associates
Pennsylvania
$210K +$210K +447 New
IPW
2640
Invictus Private Wealth
Colorado
$208K +$208K +444 New
JWA
2641
JFS Wealth Advisors
Pennsylvania
$208K – – –
BBPWM
2642
Blue Bell Private Wealth Management
Pennsylvania
$207K -$45.5K -97 -18%
TCM
2643
Tufton Capital Management
Maryland
$206K +$206K +440 New
MCM
2644
Morton Capital Management
California
$206K +$206K +439 New
BHIA
2645
Birch Hill Investment Advisors
Massachusetts
$206K +$206K +439 New
NLP
2646
Next Level Private
New York
$205K +$205K +453 New
CFSG
2647
Clark Financial Services Group
Missouri
$204K +$204K +436 New
MTC
2648
McDaniel Terry & Co
Texas
$204K +$204K +436 New
CCC
2649
Chelsea Counsel Company
California
$202K – – –
SCA
2650
Stuart Chaussee & Associates
California
$202K – – –
104 105
106
107 108