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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 %
SP
2801
Sarasin & Partners
United Kingdom
– -$43.2M -157,150 Closed
SI
2802
Sofinnova Investments
California
– -$47.1M -137,100 Closed
Balyasny Asset Management
2803
Balyasny Asset Management
Illinois
– -$28.3M -82,410 Closed
Jacobs Levy Equity Management
2804
Jacobs Levy Equity Management
New Jersey
– -$17.8M -51,687 Closed
LP
2805
LMR Partners
United Kingdom
– -$10M -29,261 Closed
PHP
2806
Parkman Healthcare Partners
Connecticut
– -$9.5M -27,671 Closed
CIA
2807
Capital Investment Advisors
Georgia
– -$9.46M -27,547 Closed
Capital Fund Management (CFM)
2808
Capital Fund Management (CFM)
France
– -$8.87M -25,831 Closed
CIM
2809
Contravisory Investment Management
Massachusetts
– -$8.12M -23,642 Closed
CM
2810
Capula Management
Cayman Islands
– -$6.8M -19,806 Closed
Tudor Investment Corp
2811
Tudor Investment Corp
Connecticut
– -$5.22M -15,198 Closed
WFM
2812
Wolff Financial Management
Michigan
– -$5.2M -15,128 Closed
CCP
2813
Clough Capital Partners
Massachusetts
– -$4.57M -13,320 Closed
XS
2814
XR Securities
Illinois
– -$2.72M -7,932 Closed
NSB
2815
Norway Savings Bank
Maine
– -$2.55M -7,427 Closed
RCM
2816
Radnor Capital Management
Pennsylvania
– -$2.29M -6,681 Closed
GCM
2817
Graham Capital Management
Connecticut
– -$2.18M -6,352 Closed
E
2818
Ergoteles
New York
– -$1.86M -5,425 Closed
HSA
2819
Hussman Strategic Advisors
Maryland
– -$1.79M -5,200 Closed
PRS
2820
Pinkerton Retirement Specialists
Idaho
– -$1.75M -5,101 Closed
ETH
2821
Exos TFP Holdings
New York
– -$1.46M -4,242 Closed
BWM
2822
BCS Wealth Management
Tennessee
– -$1.34M -3,898 Closed
CAGAS
2823
Capital Advisory Group Advisory Services
Minnesota
– -$1.26M -3,667 Closed
I
2824
InceptionR
California
– -$1.21M -3,529 Closed
WAM
2825
Wolverine Asset Management
Illinois
– -$1.18M -3,449 Closed
111 112
113
114 115