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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 %
PTC
876
Private Trust Company
Ohio
$4.82M +$1.88K +4 +0%
FMAEN1
877
Fund Management at Engine No 1
California
$4.81M +$325K +693 +7%
KWM
878
Keebeck Wealth Management
Illinois
$4.81M +$597K +1,274 +14%
GDP
879
Great Diamond Partners
Maine
$4.8M -$6.57K -14 -0.1%
SICM
880
Sustainable Insight Capital Management
New York
$4.8M +$265K +564 +6%
CG
881
Caprock Group
Idaho
$4.75M +$289K +616 +6%
HAIM
882
Hunter Associates Investment Management
Pennsylvania
$4.74M +$213K +454 +5%
SWP
883
Strategic Wealth Partners
Ohio
$4.73M -$150K -319 -3%
CI
884
Cigna Investments
Connecticut
$4.73M -$10.3K -22 -0.2%
SGI
885
Summit Global Investments
Utah
$4.72M +$4.72M +10,059 New
BIM
886
Bridges Investment Management
Nebraska
$4.72M -$27.2K -58 -0.6%
WPC
887
Waters Parkerson & Co
Louisiana
$4.71M -$11.7K -25 -0.2%
LA
888
Lifeworks Advisors
Michigan
$4.69M +$31.4K +67 +0.7%
AGAM
889
Avalon Global Asset Management
California
$4.69M +$4.69M +10,000 New
CCP
890
Clarkston Capital Partners
Michigan
$4.69M – – –
MC
891
Metavasi Capital
New York
$4.69M +$4.69M +10,000 New
QP
892
Quilter Plc
United Kingdom
$4.68M +$736K +742 +19%
AA
893
Advisory Alpha
Michigan
$4.67M +$16.4K +35 +0.4%
JWCA
894
J.W. Cole Advisors
Florida
$4.67M -$1.07M -2,283 -19%
SMH
895
Sanders Morris Harris
Texas
$4.66M +$1.5M +3,205 +47%
DWP
896
Daymark Wealth Partners
Ohio
$4.64M +$1.86M +3,965 +67%
BFC
897
Blue Fin Capital
Rhode Island
$4.6M +$19.7K +42 +0.4%
GWM
898
Geneos Wealth Management
Colorado
$4.59M +$770K +1,642 +20%
BSC
899
Brown Shipley & Co
United Kingdom
$4.59M +$457K +975 +11%
ACM
900
AlphaStar Capital Management
North Carolina
$4.59M -$306K -653 -6%
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