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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 %
BTCPP
251
Border to Coast Pensions Partnership
United Kingdom
$57.9M -$7.03M -15,000 -11%
CM
252
Castleark Management
Illinois
$57.6M +$136K +290 +0.2%
BMSSC
253
B. Metzler seel. Sohn & Co
Germany
$57.6M +$1.4M +2,986 +2%
WF
254
Welch & Forbes
Massachusetts
$57.1M -$455K -971 -0.8%
Brown Advisory
255
Brown Advisory
Maryland
$56.3M -$1.38M -2,952 -2%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$56.2M +$19.2M +40,963 +52%
VRS
257
Virginia Retirement Systems
Virginia
$56.1M +$17.7M +37,800 +46%
SOADOR
258
State of Alaska Department of Revenue
Alaska
$55.9M -$10.4M -22,147 -16%
CFB
259
Cullen/Frost Bankers
Texas
$55.4M -$1.27M -2,718 -2%
MOACM
260
Mutual of America Capital Management
New York
$55.3M +$162K +346 +0.3%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$55.3M -$549K -1,171 -1%
AIM
262
Artemis Investment Management
United Kingdom
$54.2M +$54.2M +115,791 New
NIMI
263
Natixis Investment Managers International
France
$54.2M +$4.55M +9,787 +9%
BA
264
Bridgewater Associates
Connecticut
$53.4M -$68.2M -145,381 -56%
QC
265
Quadrature Capital
United Kingdom
$52.9M +$36.7M +78,279 +226%
HPG
266
Harvest Portfolios Group
Ontario, Canada
$52.8M -$21M -44,842 -28%
NC
267
Nicholas Company
Wisconsin
$52.6M – – –
GF
268
Gabelli Funds
New York
$52.5M +$9.68M +20,640 +23%
CIBC World Market
269
CIBC World Market
Ontario, Canada
$52M +$7.91M +16,873 +18%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$51.1M +$10M +21,341 +24%
Wealthfront Advisers
271
Wealthfront Advisers
California
$50.8M +$923K +1,969 +2%
KeyBank National Association
272
KeyBank National Association
Ohio
$50.1M +$782K +1,668 +2%
CII
273
Capital International Inc
California
$49.9M +$9.24M +19,712 +23%
ECM
274
Element Capital Management
New York
$49.6M +$2.53M +5,394 +5%
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$49.5M +$8.18M +17,434 +20%
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