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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
$6.63B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.25B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.3B
4
Barclays
Barclays
United Kingdom
$711M
5
Millennium Management
Millennium Management
New York
$384M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$68M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$6.78B
3
Primecap Management
Primecap Management
California
$11B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$308M
5
Lilly Endowment
Lilly Endowment
Indiana
$47.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIM
2776
St. Johns Investment Management
Florida
$14.1K – – –
MDCM
2777
Morgan Dempsey Capital Management
Wisconsin
$10.8K – – –
CJL
2778
Cyrus J. Lawrence
New York
$10K -$23 -50 -0.2%
PP
2779
Pacifica Partners
Canada
$9.78K – – –
JMF
2780
Johnson Midwest Financial
Iowa
$9.38K – – –
FGAM
2781
Financial Gravity Asset Management
Texas
$9.01K +$2.42K +126 +37%
CWA
2782
Core Wealth Advisors
Florida
$7.97K – – –
DF
2783
DecisionPoint Financial
Arizona
$7.97K – – –
CPA
2784
Cowen Prime Advisors
New York
$7.5K – – –
HWP
2785
Highline Wealth Partners
California
$7.04K – – –
JFG
2786
JDM Financial Group
Texas
$7.04K – – –
MIM
2787
Macroview Investment Management
Maryland
$5.63K +$5.63K +12 New
BWS
2788
Buck Wealth Strategies
Colorado
$4.9K – – –
TCM
2789
TD Capital Management
Tennessee
$4.7K – – –
HWM
2790
Horizons Wealth Management
North Carolina
$4.22K +$4.22K +9 New
TWP
2791
TFO Wealth Partners
Ohio
$3.75K -$140K -299 -97%
2L
2792
25 LLC
Missouri
$3.48K +$1.3K +3 +60%
KA
2793
Kozak & Associates
Colorado
$3.36K – – –
RTL
2794
Red Tortoise LLC
Georgia
$3.28K – – –
LIM
2795
Longfellow Investment Management
Massachusetts
$2.35K – – –
SWM
2796
Sanctuary Wealth Management
Idaho
$2.35K +$2.35K +5 New
PP
2797
Paloma Partners
Connecticut
$1.88K -$2.17M -4,624 -100%
CFS
2798
CGC Financial Services
Oregon
$1.88K +$1.88K +4 New
UFF
2799
USA Financial Formulas
Michigan
$1.41K -$29.5K -63 -95%
JPMPWA
2800
J.P. Morgan Private Wealth Advisors
California
– -$247M -718,982 Closed
110 111
112
113 114