LLY icon

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 %
BCM
1001
Brooktree Capital Management
Michigan
$3.6M -$272K -579 -7%
FT
1002
Fiduciary Trust
Massachusetts
$3.59M +$93.3K +199 +3%
SW
1003
SteelPeak Wealth
California
$3.59M -$48.8K -104 -1%
P
1004
Pitcairn
Pennsylvania
$3.56M -$1.41K -3 -0%
LSPW
1005
Lake Street Private Wealth
Illinois
$3.56M +$54.9K +117 +2%
FG
1006
Fiduciary Group
Georgia
$3.56M -$16.9K -36 -0.5%
CCG
1007
Chatham Capital Group
Georgia
$3.54M -$232K -495 -6%
BCA
1008
Bray Capital Advisors
Florida
$3.54M – – –
SB
1009
Simmons Bank
Arkansas
$3.53M +$70.3K +150 +2%
CFMC
1010
Curbstone Financial Management Corp
New Hampshire
$3.53M -$247K -526 -7%
DA
1011
DCF Advisers
Connecticut
$3.52M -$352K -750 -9%
NB
1012
NBT Bank
New York
$3.51M -$148K -315 -4%
TWA
1013
TCI Wealth Advisors
Arizona
$3.5M +$23K +49 +0.7%
JWM
1014
Jeppson Wealth Management
California
$3.48M -$139K -296 -4%
MWM
1015
Mission Wealth Management
California
$3.48M +$146K +312 +4%
FNC
1016
First National Corp
Massachusetts
$3.47M -$252K -537 -7%
RIA
1017
Richwood Investment Advisors
Ohio
$3.46M -$126K -269 -4%
ONST
1018
Old North State Trust
North Carolina
$3.46M -$40.8K -87 -1%
BAM
1019
BOS Asset Management
Illinois
$3.45M -$23.5K -50 -0.7%
TCOV
1020
Trust Company of Vermont
Vermont
$3.45M -$19.7K -42 -0.6%
CWS
1021
Confluence Wealth Services
Pennsylvania
$3.44M +$247K +527 +8%
PCM
1022
Prelude Capital Management
New York
$3.44M +$2.08M +4,428 +153%
MMPW
1023
Mitchell McLeod Pugh & Williams
Alabama
$3.43M -$61K -130 -2%
MCM
1024
Mengis Capital Management
Oregon
$3.39M +$2.35K +5 +0.1%
MWA
1025
Meridian Wealth Advisors
Texas
$3.38M +$1.41K +3 +0%
39 40
41
42 43