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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 %
FCFC
1126
First Citizens Financial Corp
Iowa
$2.63M +$2.63M +5,617 New
UAS
1127
United Asset Strategies
New York
$2.63M +$821K +1,751 +45%
SFC
1128
SYM Financial Corp
Indiana
$2.63M -$104K -221 -4%
ACM
1129
Avalon Capital Management
California
$2.63M – – –
ICG
1130
InterOcean Capital Group
Tennessee
$2.61M +$64.3K +137 +3%
ST
1131
Sabal Trust
Florida
$2.6M +$123K +262 +5%
MFGM
1132
Marshall Financial Group (Maryland)
Maryland
$2.6M -$13.6K -29 -0.5%
DCM
1133
Decatur Capital Management
Georgia
$2.59M +$2.59M +5,530 New
HBT
1134
Heartland Bank & Trust
Illinois
$2.59M -$359K -766 -12%
PAIM
1135
Punch & Associates Investment Management
Minnesota
$2.59M -$1.87M -3,977 -42%
H
1136
HoyleCohen
California
$2.58M -$159K -338 -6%
TNA
1137
True North Advisors
Texas
$2.57M +$148K +316 +6%
VST
1138
Van Strum & Towne
California
$2.57M – – –
IIM
1139
InTrack Investment Management
Vermont
$2.57M -$342K -730 -12%
WG
1140
Welch Group
Alabama
$2.56M -$120K -256 -4%
KLCM
1141
KG&L Capital Management
Louisiana
$2.55M -$631K -1,345 -20%
HKAM
1142
Horizon Kinetics Asset Management
New York
$2.55M +$2.55M +5,437 New
CC
1143
Courier Capital
New York
$2.55M +$1.99M +4,245 +357%
AG
1144
Algert Global
California
$2.55M +$129K +274 +5%
VNA
1145
Valley National Advisers
Pennsylvania
$2.54M +$14.5K +31 +0.6%
SEM
1146
Suncoast Equity Management
Florida
$2.54M +$315K +671 +14%
RWA
1147
Ropes Wealth Advisors
Massachusetts
$2.52M +$121K +257 +5%
BAM
1148
Belpointe Asset Management
Nevada
$2.52M -$2.32M -4,952 -48%
BFM
1149
Boston Financial Management
Massachusetts
$2.51M -$301K -641 -11%
BDS
1150
Banco de Sabadell
Florida
$2.51M -$629K -1,344 -20%
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