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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 %
AF
601
Alerus Financial
North Dakota
$10.5M -$324K -691 -3%
HCM
602
Huber Capital Management
California
$10.5M – – –
MGAM
603
McGowan Group Asset Management
Texas
$10.5M +$48.8K +104 +0.5%
FWCM
604
Ferguson Wellman Capital Management
Oregon
$10.4M -$60.5K -129 -0.6%
MNBTD
605
Moody National Bank Trust Division
Texas
$10.4M +$72.2K +154 +0.7%
AAF
606
Andra AP-fonden
Sweden
$10.4M -$5.44M -11,600 -34%
MCM
607
Moore Capital Management
New York
$10.4M +$10.4M +22,200 New
NCM
608
Narwhal Capital Management
Georgia
$10.4M -$1.85M -3,935 -15%
CGIM
609
Capital Group Investment Management
Singapore
$10.3M -$401K -855 -4%
CA
610
Clearstead Advisors
Ohio
$10.3M +$2.3M +4,910 +29%
AHC
611
Anderson Hoagland & Co
Missouri
$10.3M – – –
MC
612
Moors & Cabot
Massachusetts
$10.3M -$113K -240 -1%
BCM
613
Brookstone Capital Management
Illinois
$10.2M -$180K -399 -2%
SCM
614
Shelton Capital Management
Colorado
$10.2M -$4.37M -9,322 -30%
ATC
615
Argent Trust Co
Tennessee
$10.2M +$236K +503 +2%
CAM
616
Cypress Asset Management
Texas
$10.2M -$155K -330 -2%
CIA
617
Covington Investment Advisors
Pennsylvania
$10.1M -$49.2K -105 -0.5%
KWMG
618
King Wealth Management Group
Florida
$10M -$386K -823 -4%
MIH
619
Meitav Investment House
Israel
$10M -$165K -356 -2%
QCM
620
Quantinno Capital Management
New York
$10M +$3.96M +8,454 +65%
BFS
621
Bradley Foster & Sargent
Connecticut
$10M +$175K +373 +2%
CC
622
Chicago Capital
Illinois
$10M -$286K -610 -3%
RWP
623
RWA Wealth Partners
Massachusetts
$9.97M +$707K +1,507 +8%
HSA
624
HBK Sorce Advisory
Pennsylvania
$9.95M -$73.2K -156 -0.7%
WAS
625
Wealth Advisory Solutions
Indiana
$9.92M -$477K -1,018 -5%
23 24
25
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