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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 %
WAM
2826
Watershed Asset Management
California
– -$1.03M -3,000 Closed
AI
2827
Accredited Investors
Minnesota
– -$1.03M -2,999 Closed
KF
2828
Krilogy Financial
Missouri
– -$1M -2,919 Closed
RL
2829
Retireful LLC
Michigan
– -$967K -2,817 Closed
PPWP
2830
Proquility Private Wealth Partners
Nevada
– -$913K -2,660 Closed
IA
2831
IFG Advisory
Georgia
– -$890K -2,590 Closed
WC
2832
Westhampton Capital
North Carolina
– -$776K -2,259 Closed
VV
2833
Verity & Verity
South Carolina
– -$720K -2,097 Closed
LAM
2834
L2 Asset Management
Massachusetts
– -$692K -2,014 Closed
PI
2835
Parkside Investments
Illinois
– -$687K -2,000 Closed
CFA
2836
Compass Financial Advisors
Indiana
– -$652K -1,898 Closed
Capstone Investment Advisors
2837
Capstone Investment Advisors
New York
– -$632K -1,839 Closed
EGM
2838
Engineers Gate Manager
New York
– -$616K -1,793 Closed
IRC
2839
Investors Research Corp
Georgia
– -$611K -1,780 Closed
MM
2840
MQS Management
New York
– -$602K -1,753 Closed
NWMG
2841
National Wealth Management Group
Ohio
– -$751K -1,730 Closed
OFS
2842
OneAscent Financial Services
Alabama
– -$591K -1,720 Closed
CCM
2843
Compton Capital Management
Rhode Island
– -$561K -1,635 Closed
FRM
2844
Fox Run Management
Connecticut
– -$525K -1,529 Closed
DFG
2845
Delta Financial Group
New Jersey
– -$512K -1,489 Closed
LCGC
2846
Legacy Capital Group California
California
– -$490K -1,427 Closed
SC
2847
Shay Capital
New York
– -$464K -1,350 Closed
HIIFS
2848
Harel Insurance Investments & Financial Services
Israel
– -$460K -1,345 Closed
SPP
2849
Single Point Partners
Massachusetts
– -$457K -1,331 Closed
BAM
2850
Blueshift Asset Management
New Jersey
– -$452K -1,315 Closed
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