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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 %
BFM
726
Boothbay Fund Management
New York
$7.15M -$12.7M -27,056 -64%
JCM
727
Jacobi Capital Management
Pennsylvania
$7.14M -$227K -485 -3%
TCA
728
Transcend Capital Advisors
New Jersey
$7.13M +$161K +344 +2%
CCM
729
Coldstream Capital Management
Washington
$7.12M +$153K +326 +2%
OAM
730
Ostrum Asset Management
France
$7.11M +$182K +388 +3%
AG
731
AIA Group
Hong Kong
$7.08M +$47.4K +101 +0.7%
SC
732
SouthState Corp
Florida
$7.04M -$949K -2,023 -12%
MGM
733
Miura Global Management
New York
$7.03M +$7.03M +15,000 New
CCMU
734
Cheyne Capital Management (UK)
United Kingdom
$7.02M -$1.66M -3,540 -19%
HFM
735
Hartford Financial Management
Connecticut
$6.99M – – –
Nomura Holdings
736
Nomura Holdings
Japan
$6.98M +$5.86M +12,489 +521%
TF
737
Talbot Financial
Washington
$6.93M +$36.6K +78 +0.5%
IB
738
Intrust Bank
Kansas
$6.9M -$656K -1,399 -9%
NGA
739
Naples Global Advisors
Florida
$6.89M +$633K +1,349 +10%
FFA
740
Fi3 Financial Advisors
Indiana
$6.88M +$10.8K +23 +0.2%
SCI
741
Stableford Capital II
Arizona
$6.87M +$6.87M +13,169 New
CCM
742
Copeland Capital Management
Pennsylvania
$6.85M +$6.2M +13,217 +956%
GIM
743
Greylin Investment Management
Virginia
$6.75M -$70.3K -150 -1%
ITIM
744
Indiana Trust & Investment Management
Indiana
$6.7M +$42.2K +90 +0.6%
BCMO
745
Buckingham Capital Management (Ohio)
Ohio
$6.7M -$771K -1,645 -10%
ATPW
746
Ashton Thomas Private Wealth
Arizona
$6.7M +$1.94M +4,133 +41%
SFA
747
Sequoia Financial Advisors
Ohio
$6.67M +$327K +697 +5%
B
748
Bailard
California
$6.63M +$1.78M +3,801 +37%
Wolverine Trading
749
Wolverine Trading
Illinois
$6.63M -$15.7M -33,718 -70%
CI
750
Conning Inc
Connecticut
$6.61M +$3.71M +7,902 +128%
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