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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 %
EOJOAM
751
E. Ohman J:or Asset Management
Sweden
$6.61M -$2.34M -5,000 -26%
TVWM
752
Tower View Wealth Management
Wisconsin
$6.6M -$612K -1,306 -8%
SLG
753
Stanley-Laman Group
Pennsylvania
$6.59M -$787K -1,678 -11%
FNBOMD
754
First National Bank of Mount Dora
Florida
$6.57M -$1.88M -4,011 -22%
CSS
755
Cubist Systematic Strategies
Connecticut
$6.57M +$3.8M +8,105 +137%
MA
756
MYDA Advisors
New York
$6.57M +$6.57M +14,000 New
PA
757
Profund Advisors
Maryland
$6.52M -$91.5K -195 -1%
AIM
758
Anchor Investment Management
South Carolina
$6.5M +$197K +419 +3%
WSC
759
Wellington Shields & Co
New York
$6.5M +$28.6K +61 +0.4%
FBT
760
First Bankers Trust
Kentucky
$6.47M -$578K -1,233 -8%
MYAM
761
Meiji Yasuda Asset Management
Japan
$6.47M -$201K -428 -3%
CWM
762
Centric Wealth Management
Illinois
$6.45M +$58K +128 +0.9%
WPW
763
Waldron Private Wealth
Pennsylvania
$6.45M +$22.5K +48 +0.4%
OCM
764
Osterweis Capital Management
California
$6.42M -$305K -650 -5%
BBNA
765
Bremer Bank National Association
Minnesota
$6.41M -$886K -1,889 -12%
JIP
766
Jaffetilchin Investment Partners
Florida
$6.41M -$321K -684 -5%
DAS
767
Dynamic Advisor Solutions
Arizona
$6.39M +$2.87M +6,115 +81%
CHP
768
Cable Hill Partners
Oregon
$6.38M +$129K +276 +2%
NL
769
NWAM LLC
Washington
$6.36M +$1.04M +2,227 +20%
GCM
770
Glynn Capital Management
California
$6.33M – – –
UM
771
UniSuper Management
Australia
$6.31M +$6.31M +13,447 New
LNC
772
Lincoln National Corp
Pennsylvania
$6.31M +$236K +503 +4%
Voloridge Investment Management
773
Voloridge Investment Management
Florida
$6.23M -$49.6M -105,755 -89%
PWP
774
Perfromance Wealth Partners
Illinois
$6.23M +$919K +1,973 +17%
BCM
775
Beck Capital Management
Texas
$6.15M +$837K +1,785 +16%
29 30
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