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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 %
JWM
1076
Jackson Wealth Management
Florida
$2.98M -$77.9K -166 -3%
GSC
1077
Grey Street Capital
Illinois
$2.98M +$2.98M +6,350 New
WSCM
1078
Wellington Shields Capital Management
New York
$2.98M -$63.3K -135 -2%
MFG
1079
MidWestOne Financial Group
Iowa
$2.96M -$938K -2,000 -24%
BFA
1080
Beaumont Financial Advisors
Massachusetts
$2.95M +$85.3K +182 +3%
PCP
1081
Proficio Capital Partners
Massachusetts
$2.94M +$29.1K +62 +1%
FFBTD
1082
First Financial Bank - Trust Division
Ohio
$2.94M -$23K -49 -0.8%
CLOS
1083
Compagnie Lombard Odier SCmA
Switzerland
$2.93M +$1.39M +2,958 +90%
RMSCM
1084
R.M. Sincerbeaux Capital Management
New York
$2.91M – – –
M1FG
1085
Mach-1 Financial Group
Arkansas
$2.9M +$2.65M +5,649 +1,042%
SAM
1086
Simplify Asset Management
Nevada
$2.9M +$353K +752 +14%
EWM
1087
EPG Wealth Management
Georgia
$2.89M +$63.8K +136 +2%
ADIM
1088
Alpha DNA Investment Management
Maryland
$2.88M -$108K -230 -4%
BCAM
1089
Boston Common Asset Management
Massachusetts
$2.88M +$2.88M +6,138 New
ACA
1090
Affinity Capital Advisors
California
$2.87M +$27.2K +58 +1%
DAM
1091
Draper Asset Management
New York
$2.86M +$642K +1,369 +29%
AMBIA
1092
Allen Mooney & Barnes Investment Advisors
Georgia
$2.86M +$186K +396 +7%
CT
1093
Chicago Trust
Illinois
$2.85M -$22.5K -48 -0.8%
ZIC
1094
ZWJ Investment Counsel
Georgia
$2.84M -$70.3K -150 -2%
CA
1095
Cullinan Associates
Kentucky
$2.83M -$46.9K -100 -2%
FPCG
1096
Forum Private Client Group
Indiana
$2.83M +$430K +916 +18%
OPW
1097
Oxler Private Wealth
New York
$2.83M -$10.3K -22 -0.4%
FBFS
1098
First Business Financial Services
Wisconsin
$2.82M +$17.8K +38 +0.6%
NAM
1099
NorthCrest Asset Manangement
Minnesota
$2.82M +$953K +2,031 +51%
AP
1100
Appleton Partners
Massachusetts
$2.81M -$32.8K -70 -1%
42 43
44
45 46