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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 %
LF
676
Longbow Finance
Switzerland
$8.16M +$8.16M +17,404 New
OC
677
Optimas Capital
Hong Kong
$8.15M +$3.41M +7,281 +72%
RPC
678
Rossmore Private Capital
Connecticut
$8.15M -$16.4K -35 -0.2%
TCM
679
Twin Capital Management
Pennsylvania
$8.14M +$1.1M +2,348 +16%
MMG
680
Monetary Management Group
Missouri
$8.14M -$549K -1,170 -6%
TRCT
681
Tower Research Capital (TRC)
New York
$7.97M +$1.37M +2,920 +21%
PFSC
682
Peoples Financial Services Corp
Pennsylvania
$7.97M -$142K -303 -2%
PP
683
Patten & Patten
Tennessee
$7.96M -$91.5K -195 -1%
GCA
684
Greenwood Capital Associates
South Carolina
$7.92M -$2.17M -4,632 -22%
Fiera Capital (Canada)
685
Fiera Capital (Canada)
Quebec, Canada
$7.92M -$1.51M -3,218 -16%
WS
686
Wedbush Securities
California
$7.91M +$1.21M +2,577 +18%
BBWA
687
Bell & Brown Wealth Advisors
California
$7.91M -$249K -531 -3%
Credit Agricole
688
Credit Agricole
France
$7.91M +$542K +1,156 +7%
MFS
689
Mirabella Financial Services
United Kingdom
$7.86M +$7.86M +16,753 New
NG
690
NatWest Group
United Kingdom
$7.82M +$90.5K +193 +1%
MCM
691
Mitchell Capital Management
Kansas
$7.82M -$107K -229 -1%
ABC
692
Associated Banc-Corp
Wisconsin
$7.77M -$2.35K -5 -0%
SP
693
Symmetry Partners
Connecticut
$7.77M – – –
HCA
694
Harbor Capital Advisors
Illinois
$7.76M -$9.85K -21 -0.1%
CIA
695
Choate Investment Advisors
Massachusetts
$7.76M +$94.7K +202 +1%
PAS
696
Park Avenue Securities
New York
$7.76M +$540K +1,152 +7%
PCA
697
Pallas Capital Advisors
Massachusetts
$7.73M +$6.31M +14,101 +441%
KHLMVGHM
698
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.71M – – –
DWA
699
Dorsey Wright & Associates
California
$7.7M -$196K -417 -2%
BCM
700
Birmingham Capital Management
Alabama
$7.68M -$192K -410 -2%
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