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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 %
SFG
801
SevenBridge Financial Group
Pennsylvania
$5.81M -$77.4K -165 -1%
SB
802
Strategic Blueprint
Georgia
$5.81M +$3.33M +7,103 +135%
BIG
803
Boothe Investment Group
Delaware
$5.79M +$7.97K +17 +0.1%
BP
804
Ballentine Partners
Massachusetts
$5.79M +$296K +632 +5%
WI
805
Wahed Invest
New York
$5.77M +$727K +1,551 +14%
EP
806
Essential Planning
New Hampshire
$5.77M -$19.7K -42 -0.3%
DT
807
Diversified Trust
Tennessee
$5.76M +$707K +1,508 +14%
FIM
808
Fernwood Investment Management
Massachusetts
$5.75M +$7.04K +15 +0.1%
FHA
809
First Horizon Advisors
Tennessee
$5.71M -$51.1K -109 -0.9%
PL
810
Plancorp LLC
Missouri
$5.7M -$3.75K -8 -0.1%
GLR
811
Great Lakes Retirement
Ohio
$5.69M -$387K -826 -6%
LS
812
Leelyn Smith
Illinois
$5.68M -$198K -422 -3%
MS
813
Madden Securities
Texas
$5.68M -$2.5M -5,335 -31%
FCCM
814
First City Capital Management
Georgia
$5.68M -$379K -808 -6%
IFAM
815
Institutional & Family Asset Management
Colorado
$5.67M -$825K -1,759 -13%
GIA
816
Gladstone Institutional Advisory
Florida
$5.63M -$183K -390 -3%
AAIM
817
American Assets Investment Management
California
$5.63M – – –
MJB
818
Mark J. Bradley
$5.61M -$3.32M -7,075 -37%
BWAM
819
Boyd Watterson Asset Management
Ohio
$5.61M +$194K +413 +4%
DGAM
820
Desjardins Global Asset Management
Quebec, Canada
$5.6M +$438K +934 +8%
WP
821
Waycross Partners
Kentucky
$5.56M -$11.2M -23,806 -67%
EB
822
Eastern Bank
Massachusetts
$5.55M +$14.1K +30 +0.3%
ANTB
823
AMG National Trust Bank
Colorado
$5.53M +$85.8K +183 +2%
IAN
824
Integrated Advisors Network
Texas
$5.53M +$29.1K +62 +0.5%
RCIM
825
Red Cedar Investment Management
Michigan
$5.49M -$57.2K -122 -1%
31 32
33
34 35