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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 %
SIG
351
Senator Investment Group
New York
$30.2M +$30.2M +64,500 New
TWC
352
TD Waterhouse Canada
Ontario, Canada
$29.7M -$6.7M -13,138 -18%
KRS
353
Kentucky Retirement Systems
Kentucky
$29.7M +$466K +993 +2%
Bessemer Group
354
Bessemer Group
New Jersey
$29.2M +$2.49M +5,299 +9%
Pacer Advisors
355
Pacer Advisors
Pennsylvania
$29M +$1.37M +2,914 +5%
NW
356
NewEdge Wealth
Pennsylvania
$28.9M +$3.75M +8,002 +15%
BF
357
BOK Financial
Oklahoma
$28.6M -$1.69M -3,601 -6%
CCG
358
Cypress Capital Group
Florida
$28.6M -$236K -503 -0.8%
First Manhattan
359
First Manhattan
New York
$28.5M -$11M -23,535 -28%
IWM
360
IHT Wealth Management
Illinois
$28.5M +$19.2M +40,854 +205%
Twin Tree Management
361
Twin Tree Management
Texas
$28.5M +$24.1M +51,347 +547%
WWM
362
Windsor Wealth Management
Indiana
$28.4M -$262K -559 -0.9%
OGC
363
Oak Grove Capital
New Hampshire
$28.4M +$4.13M +8,807 +17%
MME
364
Meag Munich Ergo
Germany
$28.3M -$62.4M -132,982 -69%
SPIA
365
Steward Partners Investment Advisory
New York
$28.3M -$860K -1,834 -3%
PCIA
366
Prime Capital Investment Advisors
Kansas
$28.2M +$14.3M +30,463 +102%
SC
367
Styrax Capital
New York
$28.2M +$11.3M +24,062 +67%
WHGC
368
Wealth High Governance Capital
Brazil
$28.1M +$28.1M +60,000 New
LSV Asset Management
369
LSV Asset Management
Illinois
$28.1M -$8.02M -17,100 -22%
Dodge & Cox
370
Dodge & Cox
California
$28M -$899K -1,917 -3%
WT
371
Whittier Trust
California
$27.9M -$333K -711 -1%
SAM
372
Shell Asset Management
Netherlands
$27.6M +$2.54M +5,419 +10%
KAS
373
Kestra Advisory Services
Texas
$26.9M +$160K +342 +0.6%
FBB
374
Fulton Breakefield Broenniman
Maryland
$26.9M -$5.27M -11,233 -16%
SIC
375
Salem Investment Counselors
North Carolina
$26.8M -$16.4K -35 -0.1%
13 14
15
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