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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
+$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 %
AAM
326
Advisors Asset Management
Colorado
$35.2M -$1.82M -3,875 -5%
SDIC
327
South Dakota Investment Council
South Dakota
$34.6M -$506K -1,079 -1%
BCIM
328
British Columbia Investment Management
British Columbia, Canada
$34.3M +$397K +847 +1%
MWM
329
Modera Wealth Management
New Jersey
$33.9M +$32.4M +69,074 +2,112%
PAG
330
Private Advisor Group
New Jersey
$33.8M +$589K +1,265 +2%
CAN
331
Cetera Advisor Networks
California
$33.7M +$1.32M +2,809 +4%
SPPAM
332
Summit Partners Public Asset Management
Massachusetts
$33.6M +$33.6M +71,679 New
PMAM
333
Picton Mahoney Asset Management
Ontario, Canada
$32.9M -$4.03M -8,599 -11%
HFP
334
Holistic Financial Partners
Indiana
$32.4M -$61.9K -132 -0.2%
RB
335
Rodgers Brothers
Pennsylvania
$31.8M -$284K -606 -0.9%
Cetera Investment Advisers
336
Cetera Investment Advisers
Illinois
$31.8M +$2.28M +4,865 +8%
LOIM
337
Liberty One Investment Management
Illinois
$31.7M -$918K -1,957 -3%
NA
338
NewEdge Advisors
Louisiana
$31.6M +$932K +1,987 +3%
SIG
339
Stonegate Investment Group
Alabama
$31.5M +$41.3K +88 +0.1%
PI
340
PineBridge Investments
New York
$31.4M +$2.23M +4,750 +8%
OC
341
Oppenheimer & Co
New York
$31.2M -$387K -825 -1%
EMPI
342
Elo Mutual Pension Insurance
Finland
$31.2M +$930K +1,982 +3%
SAM
343
Securian Asset Management
Minnesota
$31M -$391K -834 -1%
VPIM
344
Vanguard Personalized Indexing Management
California
$30.6M +$3.17M +6,753 +12%
FAB
345
First American Bank
Illinois
$30.6M -$1.26M -2,693 -4%
NB
346
Norinchukin Bank
Japan
$30.5M +$9.15M +19,506 +43%
IAP
347
Indie Asset Partners
Indiana
$30.5M -$188K -400 -0.6%
MSRPS
348
Maryland State Retirement & Pension System
Maryland
$30.4M -$870K -1,856 -3%
WFMPM
349
Woodley Farra Manion Portfolio Management
Indiana
$30.4M +$468K +997 +2%
PA
350
Pinnacle Associates
New York
$30.3M +$2.41M +5,149 +9%
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