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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 %
Walleye Capital
2676
Walleye Capital
New York
$163K -$40.5M -86,350 -100%
FA
2677
Financial Avengers
California
$160K +$469 +1 +0.3%
TLCM
2678
Twin Lakes Capital Management
California
$152K – – –
MWA
2679
Moser Wealth Advisors
Washington
$152K +$152K +325 New
SIS
2680
Sound Income Strategies
Florida
$145K +$7.5K +16 +5%
CSWM
2681
Cassady Schiller Wealth Management
Ohio
$143K – – –
AFIA
2682
America First Investment Advisors
Nebraska
$141K – – –
DMKJ
2683
David M. Knott Jr
$141K – – –
TCM
2684
Tradewinds Capital Management
Washington
$141K – – –
PK
2685
Pflug Koory
Nebraska
$139K – – –
HIM
2686
Hillsdale Investment Management
Ontario, Canada
$138K +$32.8K +70 +31%
RA
2687
Rise Advisors
New York
$137K -$5.63K -12 -4%
BIA
2688
Bell Investment Advisors
California
$137K +$31.4K +67 +30%
IPW
2689
Impact Partnership Wealth
Georgia
$137K +$137K +293 New
FPFS
2690
First Personal Financial Services
North Carolina
$137K +$469 +1 +0.3%
RDIA
2691
RE Dickinson Investment Advisors
Iowa
$135K – – –
SFG
2692
Steward Financial Group
Texas
$132K +$132K +282 New
GJIA
2693
Glass Jacobson Investment Advisors
Maryland
$131K +$131K +279 New
FA
2694
Fiduciary Alliance
South Carolina
$130K +$130K +278 New
AJ
2695
Ashburton (Jersey)
Jersey
$129K -$301K -642 -70%
WOSD
2696
WFA of San Diego
California
$129K +$129K +274 New
TSWM
2697
Tyler-Stone Wealth Management
Ohio
$128K +$128K +272 New
DCM
2698
Disciplina Capital Management
Tennessee
$127K +$58.1K +124 +84%
AWM
2699
AllSquare Wealth Management
New York
$119K +$117K +274 +6,850%
Loomis, Sayles & Company
2700
Loomis, Sayles & Company
Massachusetts
$118K -$7.02K -15 -6%
106 107
108
109 110