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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 %
PWM
451
Perigon Wealth Management
California
$18.3M +$12.1M +25,875 +197%
AWS
452
Atria Wealth Solutions
New York
$18.1M +$1.97M +4,204 +12%
AI
453
Atria Investments
North Carolina
$18.1M -$1.63M -3,481 -8%
BC
454
Burney Company
Virginia
$18M -$380K -810 -2%
NMERB
455
New Mexico Educational Retirement Board
New Mexico
$18M +$844K +1,800 +5%
CGH
456
Crossmark Global Holdings
Texas
$17.9M +$276K +601 +2%
TA
457
TruWealth Advisors
Louisiana
$17.9M +$5.56M +11,851 +45%
CAC
458
Core Alternative Capital
Georgia
$17.7M -$6.68M -14,249 -27%
SC
459
Scotia Capital
Ontario, Canada
$17.5M +$460K +981 +3%
CWM
460
Congress Wealth Management
Massachusetts
$17.4M +$64.7K +138 +0.4%
LCM
461
LVM Capital Management
Michigan
$17.3M -$188K -400 -1%
QPBE
462
Quintet Private Bank (Europe)
Luxembourg
$17.1M -$303K -656 -2%
SCM
463
Sirios Capital Management
Massachusetts
$17.1M -$1.05M -2,247 -6%
CCMINC
464
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17M -$500K -1,067 -3%
Empower Advisory Group
465
Empower Advisory Group
Colorado
$16.9M -$391K -834 -2%
LOAMS
466
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.8M -$4.47M -9,536 -21%
PI
467
PGGM Investments
Netherlands
$16.7M -$925K -1,972 -5%
AAS
468
Avantax Advisory Services
Texas
$16.7M +$403K +859 +2%
MGP
469
Metis Global Partners
California
$16.6M +$753K +1,606 +5%
VC
470
Vestor Capital
Illinois
$16.6M +$5.95M +12,682 +56%
LCM
471
Logan Capital Management
Pennsylvania
$16.4M +$91K +194 +0.6%
FLPIM
472
F.L. Putnam Investment Management
Massachusetts
$16.4M +$1.21M +2,570 +8%
ACM
473
Anomaly Capital Management
New York
$16.2M +$16.2M +34,610 New
BAMCO Inc
474
BAMCO Inc
New York
$16.2M – – –
SWM
475
Spire Wealth Management
Virginia
$16.2M +$91K +194 +0.6%
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