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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 %
HCCM
1101
Hudson Canyon Capital Management
New York
$2.81M -$89.1K -190 -3%
RMDI
1102
R.M. Davis Inc
Maine
$2.8M -$5.63K -12 -0.2%
NL
1103
NVWM LLC
Pennsylvania
$2.79M -$241K -513 -8%
HPIA
1104
Hamilton Point Investment Advisors
North Carolina
$2.79M +$378K +805 +16%
SG
1105
StoneX Group
New York
$2.79M +$134K +286 +5%
RBC
1106
Romano Brothers & Co
Illinois
$2.79M +$30.5K +65 +1%
EWM
1107
Endurance Wealth Management
Rhode Island
$2.77M +$1.41M +3,000 +103%
CPSC
1108
Carl P. Sherr & Co
Massachusetts
$2.76M – – –
HCM
1109
Howland Capital Management
Massachusetts
$2.73M +$2.35K +5 +0.1%
NB
1110
Northwest Bancshares
Pennsylvania
$2.73M -$55.8K -119 -2%
HWMG
1111
Hurlow Wealth Management Group
Indiana
$2.71M +$3.75K +8 +0.1%
GL
1112
Graypoint LLC
New York
$2.7M +$391K +834 +17%
BCA
1113
Bay Colony Advisors
Massachusetts
$2.7M -$65.7K -140 -2%
BFS
1114
Bard Financial Services
Connecticut
$2.7M +$46.9K +100 +2%
NWM
1115
NEIRG Wealth Management
Massachusetts
$2.68M -$320K -683 -11%
VCA
1116
Verdence Capital Advisors
Maryland
$2.68M -$39.4K -84 -1%
CPRC
1117
Consolidated Portfolio Review Corp
New York
$2.68M +$2.25M +4,796 +525%
TCM
1118
Telos Capital Management
California
$2.67M -$74.6K -159 -3%
KMC
1119
Kirr Marbach & Co
Indiana
$2.67M – – –
JSL
1120
JT Stratford LLC
Georgia
$2.66M +$516K +1,101 +24%
PL
1121
Parthenon LLC
Kentucky
$2.66M – – –
PWP
1122
Principle Wealth Partners
Connecticut
$2.65M +$18.3K +39 +0.7%
DI
1123
DFPG Investments
Utah
$2.64M +$181K +399 +7%
MSWMA
1124
Market Street Wealth Management Advisors
Indiana
$2.64M +$469 +1 +0%
WAP
1125
Wealthcare Advisory Partners
Pennsylvania
$2.64M +$4.69K +10 +0.2%
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