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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 %
SL
526
Salomon & Ludwin
Virginia
$13.6M -$15.5K -33 -0.1%
APF
527
Alaska Permanent Fund
Alaska
$13.4M +$13.4M +28,674 New
PWAG
528
Polaris Wealth Advisory Group
California
$13.4M -$2.9M -6,173 -18%
KRSITF
529
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13.3M +$104K +221 +0.8%
WKWM
530
Walter & Keenan Wealth Management
Indiana
$13.3M -$462K -985 -3%
BM
531
Bridger Management
New York
$13.2M +$13.2M +28,076 New
AIP
532
Ameritas Investment Partners
Nebraska
$13M -$1.36M -2,900 -9%
PCM
533
Parsons Capital Management
Rhode Island
$13M +$2.81K +6 +0%
SVWAG
534
Sound View Wealth Advisors Group
Georgia
$12.9M -$276K -588 -2%
CWM
535
Chronos Wealth Management
Florida
$12.8M -$435K -927 -3%
BL
536
Balentine LLC
Georgia
$12.7M +$867K +1,849 +7%
ST
537
Spinnaker Trust
Maine
$12.7M -$1.74M -3,717 -12%
JAM
538
JW Asset Management
Florida
$12.7M – – –
TCMG
539
TSP Capital Management Group
New Jersey
$12.6M -$3.55M -7,575 -22%
KPWS
540
Kestra Private Wealth Services
Texas
$12.5M +$1.81M +3,854 +17%
V
541
Veritable
Delaware
$12.5M +$188K +400 +2%
JFG
542
Jefferies Financial Group
New York
$12.5M -$16.2M -34,486 -56%
FBC
543
Fairfield, Bush & Co
Connecticut
$12.4M -$108K -231 -0.9%
TCOT
544
Trust Company of Toledo
Ohio
$12.4M +$326K +696 +3%
PJSIMP
545
P.J. Schmidt Investment Management (PJS)
Wisconsin
$12.3M -$276K -603 -2%
GCM
546
Genus Capital Management
British Columbia, Canada
$12.3M +$12.3M +26,238 New
SSA
547
Schonfeld Strategic Advisors
New York
$12.3M +$12.1M +25,826 +8,609%
LSA
548
L & S Advisors
California
$12.2M -$796K -1,698 -6%
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$12.2M +$194K +414 +2%
EWA
550
EP Wealth Advisors
California
$12.2M -$34.9M -18,546 -74%
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