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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 %
LA
401
LBP AM
France
$23.5M +$4.69M +9,990 +25%
IHL
402
Investment House LLC
California
$23.5M -$341K -728 -1%
PP
403
Prudential plc
United Kingdom
$23.4M -$4.3M -9,168 -16%
ETC
404
Exchange Traded Concepts
Oklahoma
$23.3M -$8.4M -17,918 -26%
FMC
405
First Merchants Corp
Indiana
$23.3M +$137K +293 +0.6%
NNPTE
406
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$23.1M +$13.1M +27,931 +130%
DWM
407
Dakota Wealth Management
Florida
$22.9M +$1.2M +2,566 +6%
API
408
Advisor Partners II
California
$22.9M +$1.56M +3,335 +7%
LSERS
409
Louisiana State Employees Retirement System
Louisiana
$22.8M -$1.22M -2,600 -5%
CA
410
Cornerstone Advisors
North Carolina
$22.8M +$1.55M +3,300 +7%
HWM
411
HB Wealth Management
Georgia
$22.7M +$15M +32,016 +196%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
412
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.5M +$12.1M +25,833 +117%
TMAM
413
Tokio Marine Asset Management
Japan
$22.5M +$969K +2,066 +4%
EWM
414
Evercore Wealth Management
New York
$22.3M -$325K -693 -1%
RBCM
415
Raub Brock Capital Management
California
$21.9M -$7.99M -17,047 -27%
CTC
416
Central Trust Company
Missouri
$21.9M +$21.6K +46 +0.1%
CTA
417
Colonial Trust Advisors
South Carolina
$21.7M -$827K -1,763 -4%
Luther King Capital Management (LKCM)
418
Luther King Capital Management (LKCM)
Texas
$21.4M +$7.4M +15,772 +53%
SRC
419
Shufro Rose & Co
New York
$21.4M -$192K -410 -0.9%
KWM
420
Kingsview Wealth Management
Oregon
$21.3M -$364K -777 -2%
CA
421
Cetera Advisors
Colorado
$21.2M +$7.66M +16,329 +57%
MAM
422
Mastrapasqua Asset Management
Tennessee
$20.7M +$34.2K +73 +0.2%
HKIMG
423
Hutchens & Kramer Investment Management Group
Indiana
$20.5M -$18.8K -40 -0.1%
SC
424
Savant Capital
Illinois
$20.4M +$1.45M +3,082 +8%
Acadian Asset Management
425
Acadian Asset Management
Massachusetts
$20.3M +$790K +1,684 +4%
15 16
17
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