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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 %
FFM
376
Fullerton Fund Management
Singapore
$26.8M -$5.54M -11,815 -17%
RG
377
Rathbones Group
United Kingdom
$26.5M -$964K -2,055 -4%
JPMIA
378
J.P. Marvel Investment Advisors
Massachusetts
$26.4M -$28.1K -60 -0.1%
AIMCA
379
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.3M -$6.29M -13,415 -19%
EI
380
Ethic Inc
New York
$26M +$432K +921 +2%
SS
381
Simplicity Solutions
Minnesota
$26M -$893K -1,905 -3%
HIMCH
382
Hartford Investment Management Co (HIMCO)
Connecticut
$25.9M -$5.22M -11,134 -17%
LPU
383
Lansdowne Partners (UK)
United Kingdom
$25.9M +$11.2M +23,782 +76%
TLP
384
Tri Locum Partners
New York
$25.5M +$4.65M +9,921 +22%
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$25.4M -$607K -1,294 -2%
BPCE
386
Bank Pictet & Cie (Europe)
Germany
$25.4M +$411K +876 +2%
FDCC
387
Foster Dykema Cabot & Co
Massachusetts
$25.3M -$52.1K -111 -0.2%
MCM
388
Maple Capital Management
Vermont
$25.3M -$136K -290 -0.5%
ACIM
389
Azimuth Capital Investment Management
Michigan
$25.3M -$926K -1,975 -4%
BPA
390
Beacon Pointe Advisors
California
$25.3M -$7.98M -17,010 -24%
DBG
391
De Burlo Group
Massachusetts
$25.1M +$20.3M +43,391 +426%
MAM
392
Madison Asset Management
Wisconsin
$25M -$663K -1,413 -3%
BFG
393
Bleakley Financial Group
New Jersey
$24.9M +$546K +1,165 +2%
FCI
394
Financial Counselors Inc
Kansas
$24.8M -$607K -1,294 -2%
Two Sigma Advisers
395
Two Sigma Advisers
New York
$24.8M -$59.5M -126,800 -71%
KWILP
396
Kiwi Wealth Investments Limited Partnership
New Zealand
$24.6M -$7.34M -15,661 -23%
HVIA
397
Hudson Valley Investment Advisors
New York
$24.6M -$930K -1,982 -4%
ORI
398
Oak Ridge Investments
Illinois
$24.1M -$398K -848 -2%
FMWA
399
Forvis Mazars Wealth Advisors
Missouri
$23.9M +$67.5K +144 +0.3%
BS
400
Banco Santander
Spain
$23.7M +$3.7M +7,888 +19%
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