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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 %
BFO
1026
Boston Family Office
Massachusetts
$3.38M – – –
IP
1027
Investment Partners
Ohio
$3.36M +$3.28K +7 +0.1%
CAM
1028
Carret Asset Management
New York
$3.36M +$18.8K +40 +0.6%
CWP
1029
Cyndeo Wealth Partners
Florida
$3.36M +$586K +1,250 +21%
LPT
1030
Legacy Private Trust
Wisconsin
$3.34M -$5.75M -12,271 -63%
BOH
1031
Bank of Hawaii
Hawaii
$3.33M +$89.6K +191 +3%
FIA
1032
Foundations Investment Advisors
Arizona
$3.33M +$1.16M +2,470 +53%
IA
1033
IFP Advisors
Florida
$3.32M +$17.8K +38 +0.5%
BOPW
1034
Brandywine Oak Private Wealth
Pennsylvania
$3.32M +$1.41K +3 +0%
FFA
1035
Fragasso Financial Advisors
Pennsylvania
$3.32M +$3.02M +6,445 +1,030%
TBA
1036
Tower Bridge Advisors
Pennsylvania
$3.3M +$492K +1,049 +18%
LBC
1037
Lowe Brockenbrough & Co
Virginia
$3.3M -$66.6K -142 -2%
WA
1038
Wealth Alliance
New York
$3.3M +$215K +459 +7%
GIS
1039
Graphene Investments SAS
France
$3.28M -$1.31M -2,800 -29%
CIC
1040
Carnegie Investment Counsel
Ohio
$3.28M +$561K +1,197 +21%
VCM
1041
Vision Capital Management
Oregon
$3.27M -$163K -348 -5%
RWA
1042
Redhawk Wealth Advisors
Minnesota
$3.25M +$56.3K +120 +2%
CIA
1043
Cladis Investment Advisory
Montana
$3.24M – – –
CCB
1044
Cutter & Co Brokerage
Missouri
$3.24M -$13.1K -28 -0.4%
IA
1045
IAM Advisory
Pennsylvania
$3.24M +$40.3K +86 +1%
MPWT
1046
MassMutual Private Wealth & Trust
Connecticut
$3.22M +$241K +514 +8%
JF
1047
Jump Financial
Illinois
$3.22M +$2M +4,270 +164%
SAM
1048
Strategy Asset Managers
California
$3.21M +$18.3K +39 +0.6%
PB
1049
Pinnacle Bancorp
Nebraska
$3.2M -$7.04K -15 -0.2%
HI
1050
Harbour Investments
Wisconsin
$3.2M +$82.1K +175 +3%
40 41
42
43 44