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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 %
AAIS
926
ABN AMRO Investment Solutions
$4.32M -$260K -554 -6%
RMCM
927
Reynders McVeigh Capital Management
Massachusetts
$4.31M -$10.3K -22 -0.2%
ECM
928
Elgethun Capital Management
South Dakota
$4.29M – – –
WG
929
Winton Group
United Kingdom
$4.29M -$2.06M -4,384 -32%
TAM
930
Trust Asset Management
Texas
$4.25M – – –
HA
931
Herold Advisors
New York
$4.25M -$38.9K -83 -0.9%
BIM
932
Baldwin Investment Management
Pennsylvania
$4.23M -$375K -800 -8%
FFM
933
Forum Financial Management
Illinois
$4.23M -$13.1K -28 -0.3%
EHC
934
Everett Harris & Co
California
$4.18M +$109K +233 +3%
WWM
935
Western Wealth Management
Colorado
$4.18M +$240K +512 +6%
ECM
936
Estabrook Capital Management
New York
$4.17M -$378K -805 -8%
PRWA
937
Platte River Wealth Advisors
Colorado
$4.16M -$176K -375 -4%
PFM
938
Patton Fund Management
Texas
$4.13M +$2.08M +4,435 +101%
FHB
939
First Hawaiian Bank
Hawaii
$4.1M -$133K -284 -3%
PSFG
940
Prairie Sky Financial Group
Illinois
$4.1M +$4.1M +8,737 New
ET
941
Equitable Trust
Tennessee
$4.09M -$101K -215 -2%
CWM
942
Compass Wealth Management
Connecticut
$4.08M -$58.6K -125 -1%
HCM
943
Hodges Capital Management
Texas
$4.08M -$2.85M -11,158 Closed
DPIM
944
Duff & Phelps Investment Management
Illinois
$4.03M – – –
RIL
945
Rothschild Investment LLC
Illinois
$4.03M +$134K +285 +3%
FFWA
946
FRG Family Wealth Advisors
Washington
$4.03M -$16.4K -35 -0.4%
KC
947
Kingfisher Capital
North Carolina
$4.02M -$299K -637 -7%
CIC
948
Crawford Investment Counsel
Georgia
$4.02M +$433K +923 +12%
IAMOG
949
Investors Asset Management of Georgia
Georgia
$4M -$708K -1,510 -15%
BJL
950
Brighton Jones LLC
Washington
$4M -$25.8K -55 -0.6%
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