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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 %
CWG
651
Cornerstone Wealth Group
North Carolina
$8.95M +$68.5K +146 +0.8%
CT
652
Colonial Trust
South Carolina
$8.91M -$310K -662 -3%
SIC
653
SJS Investment Consulting
Ohio
$8.86M +$24.9K +53 +0.3%
BIAS
654
Beacon Investment Advisory Services
New Jersey
$8.78M +$6.09M +12,978 +226%
TIA
655
Trust Investment Advisors
Indiana
$8.77M +$253K +539 +3%
CTA
656
Chesley Taft & Associates
Illinois
$8.71M -$715K -1,524 -8%
PAMP
657
Polar Asset Management Partners
Ontario, Canada
$8.68M -$1.59M -3,400 -16%
HCA
658
Harbour Capital Advisors
Virginia
$8.61M -$133K -288 -2%
MYLI
659
Meiji Yasuda Life Insurance
Japan
$8.59M -$189K -403 -2%
NG
660
NWK Group
California
$8.55M -$32.8K -70 -0.4%
CC
661
Codex Capital
New York
$8.51M -$399K -850 -4%
NSAM
662
North Star Asset Management
Wisconsin
$8.46M -$1.06M -2,269 -11%
AWM
663
Avitas Wealth Management
California
$8.46M +$4.69K +10 +0.1%
MGIM
664
M&G Investment Management
United Kingdom
$8.45M -$949K -2,024 -10%
ACI
665
Alpha Cubed Investments
California
$8.44M -$678K -1,446 -7%
FWM
666
Finer Wealth Management
Massachusetts
$8.44M -$146K -311 -2%
AMI
667
Amica Mutual Insurance
Rhode Island
$8.44M -$1.62M -3,460 -16%
GVAG
668
Great Valley Advisor Group
Delaware
$8.41M -$473K -1,008 -5%
ECG
669
Edge Capital Group
Georgia
$8.4M +$418K +891 +5%
TPCW
670
TD Private Client Wealth
New York
$8.36M +$2.26M +4,828 +37%
AA
671
ALPS Advisors
Colorado
$8.36M -$205K -437 -2%
FDCDDQ
672
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.27M -$286K -609 -3%
NCM
673
Northside Capital Management
Oregon
$8.27M – – –
GFS
674
GYL Financial Synergies
Connecticut
$8.24M +$1.36M +2,892 +20%
SGH
675
Sivik Global Healthcare
Connecticut
$8.21M -$1.17M -2,500 -13%
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