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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 %
BCM
551
Barometer Capital Management
Ontario, Canada
$12.1M +$8.66M +18,467 +250%
M
552
Mirova
France
$12.1M -$1.49M -3,182 -11%
CSPIA
553
Cary Street Partners Investment Advisory
Virginia
$12.1M -$727K -1,550 -6%
SW
554
SkyOak Wealth
Michigan
$12M -$1.79M -3,825 -13%
IWC
555
Integrated Wealth Concepts
Massachusetts
$12M +$778K +1,659 +7%
FNT
556
First National Trust
Pennsylvania
$12M -$212K -452 -2%
EFS
557
Essex Financial Services
Connecticut
$12M +$205K +438 +2%
BCWM
558
Bartlett & Co Wealth Management
Ohio
$12M +$1.53M +3,255 +15%
BC
559
Bartlett & Co
Ohio
$12M +$1.53M +3,255 +15%
JC
560
Jacobs & Co
California
$12M -$879K -1,874 -7%
Hudson Bay Capital Management
561
Hudson Bay Capital Management
Connecticut
$12M +$12M +25,500 New
ACM
562
Atika Capital Management
New York
$12M +$12M +25,500 New
PIP
563
Peachtree Investment Partners
Florida
$11.8M +$6.71M +14,298 +131%
JIC
564
Johnson Investment Counsel
Ohio
$11.8M -$196K -418 -2%
DCM
565
Dupont Capital Management
Delaware
$11.8M +$2.35M +5,008 +25%
TCA
566
Trifecta Capital Advisors
Illinois
$11.8M -$878K -1,873 -7%
JA
567
JLB & Associates
Michigan
$11.7M -$734K -1,565 -6%
EF
568
Empirical Finance
Pennsylvania
$11.7M +$1.28M +2,735 +12%
NMIMC
569
Northwestern Mutual Investment Management Company
Wisconsin
$11.7M +$29.1K +62 +0.3%
BSW
570
Buckingham Strategic Wealth
Missouri
$11.6M +$5.72M +12,187 +97%
FCH
571
Freestone Capital Holdings
Washington
$11.6M +$367K +783 +3%
CWM
572
CMH Wealth Management
New Hampshire
$11.6M +$175K +373 +2%
TTWM
573
TCV Trust & Wealth Management
Virginia
$11.6M +$230K +491 +2%
RP
574
Rowlandmiller & Partners
Georgia
$11.5M -$248K -528 -2%
ACA
575
Aptus Capital Advisors
Alabama
$11.5M -$2.5M -5,327 -18%
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