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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 %
IWP
901
Icon Wealth Partners
Texas
$4.56M -$1.12M -2,386 -20%
AP
902
Americana Partners
Texas
$4.56M +$328K +700 +8%
WTB
903
Washington Trust Bank
Washington
$4.54M +$883K +1,882 +24%
PI
904
PEAK6 Investments
Illinois
$4.54M -$3.78M -8,064 -45%
HFS
905
Hantz Financial Services
Michigan
$4.53M +$125K +267 +3%
AWM
906
Axxcess Wealth Management
California
$4.52M -$1.93M -4,124 -30%
TPWA
907
TRUE Private Wealth Advisors
Oregon
$4.51M -$657K -1,400 -13%
QCG
908
Quadrant Capital Group
Ohio
$4.51M +$163K +347 +4%
CGL
909
Clarius Group LLC
Washington
$4.5M +$254K +541 +6%
PMEF
910
Point72 Middle East FZE
United Arab Emirates
$4.5M +$4.5M +9,593 New
RBFC
911
Roman Butler Fullerton & Co
Missouri
$4.48M +$251K +554 +6%
EH
912
Equitable Holdings
New York
$4.48M +$618K +1,317 +16%
CCM
913
Crew Capital Management
Ohio
$4.46M -$469K -1,001 -10%
GW
914
GW & Wade
Massachusetts
$4.45M -$425K -906 -9%
HIA
915
Harbor Investment Advisory
Maryland
$4.4M -$79.3K -169 -2%
STAS
916
Strong Tower Advisory Services
Minnesota
$4.4M +$2.35K +5 +0.1%
SAG
917
SageView Advisory Group
California
$4.4M +$519K +1,107 +13%
EBT
918
Enterprise Bank & Trust
Massachusetts
$4.39M -$137K -293 -3%
MFG
919
Merit Financial Group
Georgia
$4.37M +$762K +1,624 +21%
NSIM
920
North Star Investment Management
Illinois
$4.37M +$25.8K +55 +0.6%
ST
921
Smithfield Trust
Pennsylvania
$4.37M +$68.9K +147 +2%
CAM
922
Centre Asset Management
New York
$4.36M +$141K +301 +3%
WPC
923
Wedmont Private Capital
Pennsylvania
$4.35M +$330K +735 +8%
AC
924
Abbrea Capital
California
$4.34M +$80.7K +172 +2%
ANBT
925
American National Bank & Trust
Texas
$4.34M -$423K -901 -9%
35 36
37
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