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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 %
MHIC
1051
Marble Harbor Investment Counsel
Massachusetts
$3.18M -$84.4K -180 -3%
OHIS
1052
Oak Harvest Investment Services
Texas
$3.17M -$879K -1,874 -22%
AA
1053
Ancora Advisors
Ohio
$3.16M +$25.8K +55 +0.8%
TC
1054
TownSquare Capital
Utah
$3.14M +$1.23M +2,621 +64%
IFWM
1055
Institute for Wealth Management
Colorado
$3.14M -$11.3K -24 -0.4%
SC
1056
Sawyer & Company
Massachusetts
$3.14M +$5.16K +11 +0.2%
AFC
1057
AFT Forsyth & Company
Florida
$3.13M -$79.7K -170 -2%
WA
1058
Waddell & Associates
Tennessee
$3.12M +$307K +655 +11%
FDS
1059
Freedom Day Solutions
Texas
$3.12M -$70.8K -151 -2%
VHAM
1060
Van Hulzen Asset Management
California
$3.12M +$374K +797 +14%
STA
1061
Summit Trail Advisors
New York
$3.11M +$1.66M +3,531 +114%
GWMIA
1062
Global Wealth Management Investment Advisory
Florida
$3.11M +$2.81M +5,997 +952%
KA
1063
KLCM Advisors
Wisconsin
$3.07M +$145K +309 +5%
LCM
1064
Legato Capital Management
California
$3.06M – – –
PIMJS
1065
PKO Investment Management Joint-Stock
Poland
$3.05M -$1.27M -2,700 -29%
HI
1066
Humankind Investments
New York
$3.05M +$420K +896 +16%
HCM
1067
Highview Capital Management
Illinois
$3.03M +$9.85K +21 +0.3%
AAG
1068
Armstrong Advisory Group
Massachusetts
$3.03M -$49.7K -106 -2%
HTC
1069
Haverford Trust Company
Pennsylvania
$3.02M +$171K +364 +6%
CL
1070
Choreo LLC
Illinois
$3.02M +$57.7K +123 +2%
VVP
1071
Venture Visionary Partners
Ohio
$3.01M +$136K +289 +5%
SIA
1072
Schechter Investment Advisors
Michigan
$3.01M +$187K +398 +7%
CNBT
1073
Canandaigua National Bank & Trust
New York
$3M -$37K -79 -1%
LWM
1074
LJI Wealth Management
Indiana
$3M +$2.87M +139,347 +2,248%
AIM
1075
Allen Investment Management
New York
$2.99M – – –
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