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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
$6.63B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.25B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.3B
4
Barclays
Barclays
United Kingdom
$711M
5
Millennium Management
Millennium Management
New York
$384M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$68M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$6.78B
3
Primecap Management
Primecap Management
California
$11B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$308M
5
Lilly Endowment
Lilly Endowment
Indiana
$47.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$2.22B +$84.8M +180,714 +4%
Charles Schwab
27
Charles Schwab
California
$2.04B +$15.6M +33,311 +0.8%
Fisher Asset Management
28
Fisher Asset Management
Washington
$1.99B +$66.4M +141,541 +3%
Ameriprise
29
Ameriprise
Minnesota
$1.93B -$458M -976,284 -19%
Invesco
30
Invesco
Georgia
$1.86B -$34.5M -73,484 -2%
UBS AM
31
UBS AM
Illinois
$1.59B – – –
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.56B +$46.9M +100,101 +3%
Franklin Resources
33
Franklin Resources
California
$1.5B -$133M -284,330 -8%
GQG Partners
34
GQG Partners
Florida
$1.48B +$80.9M +172,407 +6%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.44B -$28.8M -61,510 -2%
Wells Fargo
36
Wells Fargo
California
$1.43B +$24.7M +52,574 +2%
DZ Bank
37
DZ Bank
Germany
$1.41B +$140M +298,569 +11%
Deutsche Bank
38
Deutsche Bank
Germany
$1.37B +$41M +87,500 +3%
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.37B -$135M -288,000 -9%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$1.25B +$784M +1,672,502 +168%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$1.18B -$391M -834,119 -25%
UBS Group
42
UBS Group
Switzerland
$1.14B +$51.4M +109,536 +5%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$1.13B +$41.2M +87,902 +4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.11B +$35M +74,649 +3%
US Bancorp
45
US Bancorp
Minnesota
$1.07B -$7.51M -16,016 -0.7%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$1.01B -$127M -270,762 -11%
Edgewood Management
47
Edgewood Management
Connecticut
$968M -$26.7M -56,906 -3%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$917M +$11.2M +23,825 +1%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$916M +$146M +311,612 +19%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$867M +$35.3M +75,366 +4%
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