LLY icon

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 %
VI
301
Vestcor Inc
New Brunswick, Canada
$42.2M -$4.83M -10,300 -10%
MML Investors Services
302
MML Investors Services
Massachusetts
$42.1M +$4.49M +9,574 +12%
CNAM
303
Campbell Newman Asset Management
Wisconsin
$41.4M +$242K +517 +0.6%
ZIM
304
Zacks Investment Management
Illinois
$40.9M +$16.2M +34,491 +65%
GIM
305
Goelzer Investment Management
Indiana
$40.8M -$62.4K -133 -0.2%
Daiwa Securities Group
306
Daiwa Securities Group
Japan
$40.7M +$684K +1,458 +2%
CAM
307
Cresset Asset Management
Illinois
$40.6M +$24.2M +51,504 +147%
TCA
308
Teewinot Capital Advisers
New York
$40.1M +$8.17M +17,416 +26%
IMRF
309
Illinois Municipal Retirement Fund
Illinois
$40.1M +$6.72M +14,331 +20%
NLGIA
310
Nippon Life Global Investors Americas
New York
$40.1M -$5.49M -11,710 -12%
Man Group
311
Man Group
United Kingdom
$39.7M +$39.7M +84,622 New
AWM
312
AE Wealth Management
Kansas
$38.9M +$12.3M +26,195 +46%
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$38.5M -$2.64M -5,627 -6%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$38.5M +$1.56M +3,319 +4%
GIBU
315
Gulf International Bank (UK)
United Kingdom
$38.3M -$11.3M -23,994 -23%
RPAM
316
Rhenman & Partners Asset Management
Sweden
$38M +$38M +81,000 New
BBVA
317
Banco Bilbao Vizcaya Argentaria
Spain
$38M -$919K -1,961 -2%
BHWM
318
Bar Harbor Wealth Management
New Hampshire
$37.8M -$174K -370 -0.5%
EDRH
319
Edmond de Rothschild Holding
Switzerland
$37.6M +$7.4M +15,770 +24%
GIM
320
Grassi Investment Management
California
$37.2M – – –
AAM
321
Ardevora Asset Management
United Kingdom
$36.6M -$38.2M -81,400 -51%
Rafferty Asset Management
322
Rafferty Asset Management
New York
$36.1M +$2.63M +5,607 +8%
ADEF
323
Adams Diversified Equity Fund
Maryland
$36M – – –
AIM
324
Achmea Investment Management
Netherlands
$36M +$7.27M +15,505 +25%
BSA
325
Braun Stacey Associates
New York
$35.7M -$36.5M -77,814 -51%
11 12
13
14 15