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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 %
SAM
851
Smithbridge Asset Management
Pennsylvania
$5.14M -$53K -113 -1%
EFMC
852
Empire Financial Management Company
New York
$5.14M -$166K -353 -3%
CT
853
Cambridge Trust
Massachusetts
$5.12M +$41.3K +88 +0.8%
RP
854
Regal Partners
Australia
$5.11M +$5.11M +10,900 New
CW
855
Connectus Wealth
Ohio
$5.1M +$1.14M +2,428 +29%
IFPG
856
Intrepid Financial Planning Group
Indiana
$5.08M +$69.9K +149 +1%
MWVC
857
Morgens Waterfall Vintiadis & Co
New York
$5.06M +$844K +1,800 +20%
ECM
858
Evergreen Capital Management
Washington
$5.06M +$364K +776 +8%
AWM
859
Apollon Wealth Management
South Carolina
$5.05M +$1.23M +2,623 +32%
OSNBOA
860
Old Second National Bank of Aurora
Illinois
$5M -$148K -315 -3%
CWM
861
C2C Wealth Management
Arizona
$5M -$112K -250 -2%
SFM
862
Signet Financial Management
New Jersey
$4.99M -$1.41K -3 -0%
MFA
863
Mayflower Financial Advisors
Massachusetts
$4.96M +$2.81K +6 +0.1%
LSAG
864
Lake Street Advisors Group
New Hampshire
$4.95M -$295K -630 -6%
SFG
865
Snider Financial Group
Washington
$4.95M +$885K +1,887 +22%
WorldQuant Millennium Advisors
866
WorldQuant Millennium Advisors
New York
$4.94M -$41.1M -87,692 -89%
FLI
867
Family Legacy Inc
South Carolina
$4.93M -$233K -496 -5%
COI
868
Connable Office Inc
Michigan
$4.92M +$6.57K +14 +0.1%
SF
869
Summit Financial
New Jersey
$4.91M +$3.27M +6,982 +200%
NP
870
Nilsine Partners
Colorado
$4.91M – – –
SFS
871
Sowell Financial Services
Arkansas
$4.86M +$1.52M +3,234 +45%
OIA
872
OneDigital Investment Advisors
Kansas
$4.85M -$22K -47 -0.5%
SAM
873
Sawgrass Asset Management
Florida
$4.85M +$3.34M +7,123 +222%
PCM
874
Princeton Capital Management
New Jersey
$4.84M -$26.3K -56 -0.5%
MBT
875
Montecito Bank & Trust
California
$4.84M -$243K -519 -5%
33 34
35
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