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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 %
TCBWMS
626
Texas Capital Bank Wealth Management Services
Texas
$9.85M -$88.6K -189 -0.9%
SW
627
SVB Wealth
Massachusetts
$9.81M -$1.49M -3,174 -13%
EF
628
Empowered Funds
Pennsylvania
$9.79M -$3.41M -7,268 -26%
EST
629
EA Series Trust
Pennsylvania
$9.79M +$9.79M +20,882 New
GCL
630
Gouws Capital LLC
North Carolina
$9.77M -$1.65M -3,515 -14%
CPIG
631
Chicago Partners Investment Group
Illinois
$9.74M +$849K +1,867 +10%
Bank Julius Baer & Co
632
Bank Julius Baer & Co
Switzerland
$9.74M +$8.06M +17,187 +481%
RBA
633
Richard Bernstein Advisors
New York
$9.69M -$2.06M -4,388 -18%
WJWM
634
Williams Jones Wealth Management
New York
$9.6M +$743K +1,584 +8%
CC
635
Cadinha & Co
Hawaii
$9.59M -$606K -1,293 -6%
VAS
636
Vestmark Advisory Solutions
Massachusetts
$9.51M +$455K +971 +5%
CT
637
Coastline Trust
Rhode Island
$9.49M +$579K +1,235 +6%
TPM
638
Triasima Portfolio Management
Quebec, Canada
$9.45M -$308K -496 -3%
LWANC
639
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.3M -$514K -1,096 -5%
ECM
640
Everence Capital Management
Indiana
$9.3M – – –
BRA
641
Bender Robert & Associates
California
$9.27M +$4.04M +8,611 +77%
BP
642
Broadleaf Partners
Ohio
$9.24M +$14.5K +31 +0.2%
SLI
643
Sumitomo Life Insurance
Japan
$9.23M -$419K -893 -4%
Kovitz Investment Group Partners
644
Kovitz Investment Group Partners
Illinois
$9.18M -$2.66M -5,671 -22%
FNBT
645
FineMark National Bank & Trust
Florida
$9.14M +$285K +607 +3%
RT
646
Rockland Trust
Massachusetts
$9.13M -$3.38M -7,204 -27%
BST
647
Bath Savings Trust
Maine
$9.09M +$1.05M +2,242 +13%
SWM
648
SeaCrest Wealth Management
New York
$9.04M +$124K +264 +1%
WSFS
649
Wilmington Savings Fund Society
Delaware
$9.02M -$336K -716 -4%
SFI
650
Siemens Fonds Invest
Germany
$9.01M – – –
24 25
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