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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 %
Ninety One (UK)
476
Ninety One (UK)
United Kingdom
$16.1M -$8.02M -17,101 -33%
MLICM
477
Metropolitan Life Insurance Company (MetLife)
New York
$16.1M -$440K -938 -3%
Lido Advisors
478
Lido Advisors
California
$15.9M -$951K -2,027 -6%
CAM
479
ClariVest Asset Management
California
$15.9M +$15.9M +33,798 +91,346%
SCA
480
Snowden Capital Advisors
New York
$15.9M +$3.35M +7,139 +27%
TF
481
Tompkins Financial
New York
$15.8M -$1.41M -3,001 -8%
BCI
482
Brinker Capital Investments
Pennsylvania
$15.5M -$2.32M -4,946 -13%
OPS
483
Orion Portfolio Solutions
Nebraska
$15.5M -$2.32M -4,946 -13%
FNBOO
484
First National Bank of Omaha
Nebraska
$15.5M -$5.55M -11,832 -26%
DC
485
Davenport & Co
Virginia
$15.5M -$630K -1,344 -4%
SCM
486
Soros Capital Management
New York
$15.2M +$15.2M +32,500 New
CHC
487
City Holding Co
West Virginia
$15.2M -$405K -864 -3%
SG Americas Securities
488
SG Americas Securities
New York
$15.2M -$36.1M -76,939 -70%
KIA
489
KCM Investment Advisors
California
$15.2M +$3.26M +6,960 +27%
WMSA
490
Weiss Multi-Strategy Advisers
New York
$15.1M -$8.77M -18,707 -37%
CG
491
Colony Group
Massachusetts
$15M +$666K +1,420 +5%
FAT
492
First American Trust
California
$15M +$29.1K +62 +0.2%
BCM
493
Bridgeway Capital Management
Texas
$15M +$11.2M +23,884 +293%
CIS
494
Connors Investor Services
Pennsylvania
$14.8M -$3.78M -8,059 -20%
GI
495
GAMCO Investors
Connecticut
$14.8M +$441K +941 +3%
BVDMP
496
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$14.7M – – –
MHC
497
Meyer Handelman Company
New York
$14.6M -$141K -300 -1%
BIG
498
Builder Investment Group
Georgia
$14.6M -$63.3K -135 -0.4%
HWAM
499
Hennion & Walsh Asset Management
New Jersey
$14.6M +$1.09M +2,315 +8%
JCM
500
Jag Capital Management
Missouri
$14.6M +$3.07M +6,549 +27%
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