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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 %
BHCM
2851
Boulder Hill Capital Management
New York
– -$378K -1,100 Closed
TCM
2852
Teza Capital Management
Illinois
– -$363K -1,057 Closed
AC
2853
AXQ Capital
New Jersey
– -$343K -1,000 Closed
NRD
2854
Nebula Research & Development
New York
– -$298K -869 Closed
QT
2855
Quantamental Technologies
New York
– -$289K -841 Closed
FC
2856
Financial Consulate
Maryland
– -$282K -820 Closed
SM
2857
Sciencast Management
New Jersey
– -$356K -818 Closed
GSB
2858
Greenfield Savings Bank
Massachusetts
– -$242K -704 Closed
CWA
2859
Clarus Wealth Advisors
Arizona
– -$224K -608 Closed
LCWP
2860
Legacy Capital Wealth Partners
Arkansas
– -$201K -585 Closed
CIA
2861
Cascade Investment Advisors
Oregon
– -$146K -425 Closed
SSC
2862
Syverson Strege & Co
Iowa
– -$142K -414 Closed
CM
2863
Cornerstone Management
Georgia
– -$132K -384 Closed
BC
2864
BIT Capital
Germany
– -$127K -371 Closed
CSPAM
2865
Cary Street Partners Asset Management
Virginia
– -$68.7K -200 Closed
CCM
2866
Carderock Capital Management
Maryland
– -$63.5K -185 Closed
VLKIM
2867
Van Lanschot Kempen Investment Management
Netherlands
– -$51.5K -150 Closed
GFWA
2868
Grey Fox Wealth Advisors
Delaware
– -$47.4K -138 Closed
SC
2869
Schubert & Co
Texas
– -$44K -128 Closed
LTI
2870
Laffer Tengler Investments
Tennessee
– -$33.3K -97 Closed
BA
2871
Bellwether Advisors
Nebraska
– -$25.8K -75 Closed
ST
2872
Sageworth Trust
Pennsylvania
– -$14.8K -43 Closed
PFG
2873
Piershale Financial Group
Illinois
– -$4.81K -14 Closed
GCM
2874
Gladius Capital Management
Illinois
– -$1.03K -3 Closed
WA
2875
WestEnd Advisors
North Carolina
– -$3.43K – –
111 112 113 114
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