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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 %
SSA
426
South Street Advisors
New York
$20.1M -$2.59M -5,529 -11%
BTI
427
Blue Trust Inc
Georgia
$20M -$921K -2,681 -4%
OAM
428
Oppenheimer Asset Management
New York
$19.9M -$386K -822 -2%
WDA
429
Wendell David Associates
New Hampshire
$19.8M +$1.04M +2,215 +6%
BRWA
430
B. Riley Wealth Advisors
Florida
$19.8M -$1.67M -3,558 -8%
SBIA
431
Sheaff Brock Investment Advisors
Indiana
$19.7M -$996K -2,124 -5%
JFL
432
Jarislowsky, Fraser Ltd
Quebec, Canada
$19.6M -$8.33M -17,767 -30%
CWM
433
Calamos Wealth Management
Illinois
$19.4M -$271K -577 -1%
PFP
434
Pinnacle Financial Partners
Tennessee
$19.3M -$1.82M -3,872 -9%
BCV
435
Banque Cantonale Vaudoise
Switzerland
$19.2M +$204K +434 +1%
1SB
436
1ST Source Bank
Indiana
$19.2M -$1.36M -2,899 -7%
VIA
437
Vident Investment Advisory
Georgia
$19.1M -$511K -1,089 -3%
ASN
438
Advisory Services Network
Georgia
$19.1M -$3.39M -7,228 -15%
NEI
439
Northwest & Ethical Investments
Ontario, Canada
$19M +$5.17M +11,021 +37%
WAM
440
Winslow Asset Management
Ohio
$19M -$279K -594 -1%
DCM
441
Donaldson Capital Management
Indiana
$19M -$613K -1,307 -3%
GIP
442
Granite Investment Partners
California
$18.9M +$1.27M +2,708 +7%
T
443
TOBAM
France
$18.9M -$11.6M -24,839 -38%
NAM
444
NTV Asset Management
West Virginia
$18.7M -$40.8K -87 -0.2%
CFG
445
Citizens Financial Group
Rhode Island
$18.6M -$1.54M -3,285 -8%
DADC
446
D.A. Davidson & Co
Montana
$18.6M +$1.11M +2,357 +6%
IC
447
IEQ Capital
California
$18.5M +$2.63M +5,615 +17%
DWT
448
Dorsey & Whitney Trust
South Dakota
$18.4M +$372K +793 +2%
AssetMark Inc
449
AssetMark Inc
California
$18.4M -$1.34M -2,857 -7%
Wealth Enhancement Advisory Services
450
Wealth Enhancement Advisory Services
Minnesota
$18.3M -$1.83M -3,911 -9%
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