LLY icon

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 %
MWM
701
Marietta Wealth Management
Georgia
$7.68M -$463K -988 -6%
Verition Fund Management
702
Verition Fund Management
Connecticut
$7.65M -$9.11M -19,429 -54%
CDH
703
Charles D. Hyman
$7.6M +$35.2K +75 +0.5%
BBHC
704
Brown Brothers Harriman & Co
New York
$7.6M +$90.5K +193 +1%
AGP
705
Artia Global Partners
Florida
$7.59M -$5.03M -10,735 -40%
GFA
706
Gifford Fong Associates
California
$7.55M – – –
CFD
707
Creative Financial Designs
Indiana
$7.54M -$490K -1,044 -6%
KA
708
Kintegral Advisory
New York
$7.53M – – –
PI
709
PFS Investments
Georgia
$7.53M +$6.11M +13,023 +430%
AG
710
Ascent Group
Virginia
$7.52M -$768K -1,473 -9%
LNWTC
711
Laird Norton Wetherby Trust Company
Washington
$7.49M -$374K -798 -5%
TCCM
712
Timber Creek Capital Management
Massachusetts
$7.47M -$1.76M -3,748 -19%
MCC
713
Money Concepts Capital
Florida
$7.46M -$31.9M -67,919 -81%
PAG
714
Private Advisory Group
Washington
$7.41M +$6.79M +14,469 +1,087%
NHC
715
Nicholas Hoffman & Company
Georgia
$7.37M +$285K +608 +4%
SFM
716
Sphera Funds Management
Israel
$7.36M -$7.5M -16,000 -50%
OCAM
717
Onex Canada Asset Management
Ontario, Canada
$7.34M -$2.45M -5,224 -25%
UC
718
Unio Capital
New Jersey
$7.34M -$2.01M -4,286 -22%
CCM
719
Chilton Capital Management
Texas
$7.33M – – –
RAM
720
Roanoke Asset Management
New Jersey
$7.28M -$23.4K -50 -0.3%
EAM
721
Eagle Asset Management
Florida
$7.27M +$4.86M +10,352 +201%
HFBOT
722
Home Federal Bank of Tennessee
Tennessee
$7.22M -$4.69K -10 -0.1%
LS
723
Livforsakringsbolaget Skandia
Sweden
$7.22M -$702K -1,500 -9%
WSTAM
724
Wilbanks Smith & Thomas Asset Management
Virginia
$7.21M +$484K +1,032 +7%
RCM
725
RNC Capital Management
California
$7.2M -$66.6K -142 -0.9%
27 28
29
30 31