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 %
SACTSONJ
776
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.14M – – –
PCM
777
Perkins Capital Management
Minnesota
$6.12M -$46.9K -100 -0.8%
SSB
778
Sandy Spring Bank
Maryland
$6.11M +$287K +613 +5%
Renaissance Technologies
779
Renaissance Technologies
New York
$6.1M -$207M -440,571 -97%
FLII
780
First Long Island Investors
New York
$6.1M +$6.1M +13,009 New
HCMT
781
Highland Capital Management (Tennessee)
Tennessee
$6.07M -$401K -856 -6%
FTDI
782
First Trust Direct Indexing
Massachusetts
$6.05M +$362K +771 +6%
LI
783
LMCG Investments
Massachusetts
$6.05M +$1.43M +3,056 +31%
WI
784
Wintrust Investments
Illinois
$6.04M +$1.05M +2,231 +21%
FFA
785
Fairfield Financial Advisors
Massachusetts
$6.04M +$614K +1,310 +11%
PWA
786
Providence Wealth Advisors
Illinois
$6.03M -$47K -101 -0.8%
PNC
787
Park National Corp
Ohio
$6M -$953K -2,032 -14%
CB
788
Cadence Bank
Mississippi
$5.99M -$126K -268 -2%
NA
789
Navellier & Associates
Nevada
$5.97M -$143K -304 -2%
MA
790
Mutual Advisors
Nebraska
$5.97M +$845K +1,801 +16%
AWM
791
Affinity Wealth Management
Delaware
$5.95M +$45.5K +97 +0.8%
BO
792
Bank OZK
Arkansas
$5.94M -$300K -639 -5%
NRS
793
Neville Rodie & Shaw
New York
$5.9M +$4.66M +9,940 +378%
Connor, Clark & Lunn Investment Management (CC&L)
794
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.89M -$12.5M -26,685 -68%
ESB
795
Essex Savings Bank
Connecticut
$5.88M +$15.5K +33 +0.3%
CP
796
Cumberland Partners
Ontario, Canada
$5.87M +$3.32M +7,070 +130%
SBH
797
Segall Bryant & Hamill
Illinois
$5.87M -$237K -505 -4%
WA
798
WealthTrust Axiom
Pennsylvania
$5.84M +$4.69K +10 +0.1%
HIC
799
Harvey Investment Company
Kentucky
$5.84M -$568K -1,211 -9%
GRP
800
Global Retirement Partners
California
$5.82M -$150K -319 -3%
30 31
32
33 34