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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 %
TCM
826
Traynor Capital Management
Pennsylvania
$5.47M +$353K +752 +7%
EP
827
Edgestream Partners
New Jersey
$5.45M +$575K +1,226 +12%
SFG
828
Summit Financial Group
West Virginia
$5.42M +$70.3K +150 +1%
LFM
829
LGT Fund Management
Liechtenstein
$5.39M +$2.91M +6,200 +117%
IAIM
830
International Assets Investment Management
Florida
$5.39M +$17.4K +37 +0.3%
WA
831
WBH Advisory
Maryland
$5.39M -$142K -303 -3%
CAM
832
Covenant Asset Management
New Jersey
$5.37M -$17.8K -38 -0.3%
CUAMC
833
China Universal Asset Management Company
China
$5.35M -$1.44M -3,069 -21%
OAJ
834
Ogorek Anthony Joseph
New York
$5.35M +$75K +160 +1%
PIA
835
Petredis Investment Advisors
Pennsylvania
$5.34M -$20.2K -43 -0.4%
MAM
836
Morse Asset Management
Connecticut
$5.33M +$710K +1,515 +15%
NEAM
837
New England Asset Management
Connecticut
$5.33M – – –
SFP
838
Shepherd Financial Partners
Massachusetts
$5.32M +$144K +306 +3%
AUB
839
Atlantic Union Bankshares
Virginia
$5.31M -$274K -584 -5%
CCA
840
Checchi Capital Advisers
California
$5.28M +$33.3K +71 +0.6%
HG
841
Herbst Group
Connecticut
$5.28M -$181K -387 -3%
TFS
842
Thoroughbred Financial Services
Tennessee
$5.27M +$933K +1,990 +22%
MAS
843
Meeder Advisory Services
Ohio
$5.27M +$270K +575 +5%
CIA
844
Cohen Investment Advisors
New Hampshire
$5.26M -$635K -1,355 -11%
PFS
845
Prospera Financial Services
Texas
$5.2M +$306K +652 +6%
AMIM
846
Aull & Monroe Investment Management
Alabama
$5.2M -$4.69K -10 -0.1%
MIM
847
MTM Investment Management
South Carolina
$5.17M +$469 +1 +0%
UHC
848
Union Heritage Capital
Michigan
$5.16M – – –
FB
849
Fulton Bank
Pennsylvania
$5.15M -$203K -432 -4%
GAG
850
GM Advisory Group
New York
$5.14M -$644K -1,374 -11%
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