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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 %
CIA
2701
Cape Investment Advisory
Georgia
$118K -$11.7K -25 -9%
OPTFSNA
2702
Old Point Trust & Financial Services N A
Virginia
$117K +$117K +250 New
TC
2703
Trust Company
Kansas
$116K -$418K -891 -78%
GA
2704
GoalVest Advisory
New York
$115K +$44.6K +95 +63%
OLVIG
2705
Oliver Lagore Vanvalin Investment Group
Michigan
$114K +$7.04K +15 +7%
PPWM
2706
PFG Private Wealth Management
Florida
$113K -$248K -528 -69%
NC
2707
NewSquare Capital
Pennsylvania
$113K +$48.8K +104 +76%
KLWA
2708
Kelly Lawrence W & Associates
California
$112K -$226K -500 -67%
NCM
2709
Northwest Capital Management
Oregon
$110K +$110K +234 New
SC
2710
Stephens Consulting
Michigan
$109K +$4.22K +9 +4%
TFM
2711
TFC Financial Management
Massachusetts
$105K -$29.1K -62 -22%
AS
2712
Altshuler Shaham
Israel
$99.9K +$597 +116 +0.6%
UIA
2713
Ulland Investment Advisors
Minnesota
$94K – – –
DWMG
2714
DB Wealth Management Group
California
$93.8K – – –
BAM
2715
Bellevue Asset Management
Washington
$93.8K – – –
SA
2716
SRH Advisors
Kansas
$91.7K – – –
NF
2717
Norwood Financial
Pennsylvania
$91.4K -$9.38K -20 -9%
POIA
2718
Pin Oak Investment Advisors
Texas
$89K – – –
FCG
2719
Financial Connections Group
California
$88K +$80K +171 +1,006%
CP
2720
Castleview Partners
Texas
$86.3K – – –
HS
2721
Horan Securities
United States
$85.2K +$468 +1 +0.6%
FP
2722
Financial Perspectives
Minnesota
$84.9K +$26.7K +57 +46%
KFP
2723
KB Financial Partners
New Jersey
$83K +$56.7K +121 +216%
MFT
2724
Moisand Fitzgerald Tamayo
Florida
$82.1K – – –
AWM
2725
Abound Wealth Management
Tennessee
$81.2K +$17.8K +38 +28%
107 108
109
110 111