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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 %
TYCC
951
Texas Yale Capital Corp
Florida
$3.99M -$52.1K -111 -1%
SCI
952
S&CO Inc
Massachusetts
$3.98M -$16.4K -35 -0.4%
WC
953
Woodstock Corp
Massachusetts
$3.98M +$938 +2 +0%
DWA
954
Douglass Winthrop Advisors
New York
$3.95M -$9.38K -20 -0.2%
ISL
955
Ingalls & Snyder LLC
New York
$3.92M -$1.55M -3,303 -28%
HCM
956
Howard Capital Management
Georgia
$3.89M +$1.73M +3,687 +80%
LJAC
957
L.J. Altfest & Co
New York
$3.88M -$22K -47 -0.6%
QT
958
Quantbot Technologies
New York
$3.87M -$126K -268 -3%
ZB
959
Zions Bancorporation
Utah
$3.87M -$67.5K -144 -2%
MG
960
Mather Group
Illinois
$3.86M +$308K +657 +9%
ADL
961
Asset Dedication LLC
California
$3.86M +$317K +680 +9%
MOS
962
MGO One Seven
Ohio
$3.84M +$140K +299 +4%
LTAS
963
Linden Thomas Advisory Services
North Carolina
$3.83M +$218K +464 +6%
MWM
964
Moran Wealth Management
Florida
$3.82M -$2.63M -5,613 -41%
TAM
965
Tocqueville Asset Management
New York
$3.82M +$53K +113 +1%
AHB
966
Abner Herrman & Brock
New Jersey
$3.8M +$33.8K +72 +0.9%
DAM
967
Deltec Asset Management
New York
$3.8M – – –
MGIA
968
Moneta Group Investment Advisors
Missouri
$3.8M -$153K -326 -4%
ACM
969
Alcosta Capital Management
California
$3.79M -$7.5K -16 -0.2%
SIA
970
Schear Investment Advisers
Ohio
$3.77M +$99.9K +213 +3%
MS
971
Marshall & Sullivan
Washington
$3.75M +$2.81K +6 +0.1%
WOC
972
West Oak Capital
California
$3.75M -$203K -432 -5%
PGIM
973
Pacific Global Investment Management
California
$3.74M -$27.7K -59 -0.7%
QI
974
Qtron Investments
Massachusetts
$3.73M +$471K +1,005 +14%
NWM
975
Northcape Wealth Management
New York
$3.72M -$7.04K -15 -0.2%
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