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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 %
Jones Financial Companies
976
Jones Financial Companies
Missouri
$3.72M -$91.9K -196 -2%
CRC
977
Curi RMB Capital
Illinois
$3.72M -$46K -98 -1%
WFAG
978
Wescott Financial Advisory Group
Pennsylvania
$3.71M +$3.71M +7,917 New
LFAS
979
Level Four Advisory Services
Texas
$3.71M +$332K +707 +10%
SIAG
980
Signet Investment Advisory Group
Rhode Island
$3.7M -$198K -423 -5%
NCGI
981
Next Century Growth Investors
Minnesota
$3.69M +$354K +754 +11%
HI
982
Horizon Investments
North Carolina
$3.67M +$766K +1,637 +26%
AC
983
Aldebaran Capital
Indiana
$3.67M – – –
EWA
984
Exencial Wealth Advisors
Oklahoma
$3.67M +$17.8K +38 +0.5%
VLC
985
Van Leeuwen & Company
New Jersey
$3.67M -$578K -1,252 -14%
BHB
986
Bank Hapoalim BM
Israel
$3.66M -$584K -1,245 -14%
BRA
987
Biechele Royce Advisors
Indiana
$3.65M -$205K -438 -5%
USCWA
988
U.S. Capital Wealth Advisors
Texas
$3.65M +$334K +713 +10%
CAM
989
Columbia Asset Management
Michigan
$3.65M +$1.59M +3,389 +77%
HFM
990
Harvest Fund Management
China
$3.65M +$497K +1,062 +16%
PM
991
Parametrica Management
Hong Kong
$3.65M -$24.4K -52 -0.7%
MCWS
992
McKinley Carter Wealth Services
West Virginia
$3.65M +$28.1K +60 +0.8%
PT
993
Plimoth Trust
Massachusetts
$3.64M -$63.3K -135 -2%
WA
994
Waverly Advisors
Alabama
$3.63M -$2.34M -4,991 -39%
WTC
995
WhitTier Trust Company
Nevada
$3.62M +$395K +843 +12%
B
996
Bensler
Washington
$3.62M +$594K +1,267 +20%
LA
997
Lynch & Associates
Indiana
$3.62M -$163K -348 -4%
AIC
998
Argus Investors Counsel
New York
$3.62M -$455K -971 -11%
HI
999
Handelsinvest Investeringsforvaltning
Denmark
$3.61M +$379K +809 +12%
SMC
1000
Smith, Moore & Co
Missouri
$3.6M +$635K +1,353 +21%
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