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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 %
LK
1151
Lumbard & Kellner
New Hampshire
$2.51M – – –
IF
1152
Ironwood Financial
Arizona
$2.5M -$93.8K -200 -4%
AWA
1153
Aaron Wealth Advisors
Illinois
$2.5M +$106K +226 +4%
IFS
1154
Ifrah Financial Services
Arkansas
$2.5M -$42.2K -90 -2%
FNFDCM
1155
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.49M -$2.81K -6 -0.1%
CSIC
1156
Clifford Swan Investment Counsel
California
$2.49M +$274K +585 +12%
LB
1157
Legacy Bridge
Iowa
$2.49M +$600K +1,280 +32%
9WM
1158
9258 Wealth Management
Ohio
$2.49M +$13.1K +28 +0.5%
MBTD
1159
Mechanics Bank - Trust Department
California
$2.49M +$175K +374 +8%
AWM
1160
Angeles Wealth Management
California
$2.48M +$1.34M +2,847 +116%
SIM
1161
Sentry Investment Management
Wisconsin
$2.48M -$134K -286 -5%
GIA
1162
GHP Investment Advisors
Colorado
$2.48M -$170K -322 -6%
FHA
1163
Flagship Harbor Advisors
Massachusetts
$2.47M +$363K +773 +17%
MSAM
1164
Moloney Securities Asset Management
Missouri
$2.47M +$469 +1 +0%
FWP
1165
FAS Wealth Partners
Kansas
$2.47M -$292K -623 -11%
PF
1166
Phoenix Financial
Israel
$2.47M +$559K +1,192 +29%
LC
1167
Lindbrook Capital
California
$2.47M +$119K +254 +5%
PA
1168
Probity Advisors
Texas
$2.46M +$2.46M +5,250 New
GP
1169
Geneva Partners
Wisconsin
$2.46M +$775K +1,653 +46%
IIM
1170
Ipswich Investment Management
Massachusetts
$2.46M +$91.5K +195 +4%
FAIM
1171
Financial Advocates Investment Management
Washington
$2.46M +$81.1K +173 +3%
MFG
1172
Magnus Financial Group
New York
$2.44M +$19.7K +42 +0.8%
FSA
1173
Fort Sheridan Advisors
Illinois
$2.43M +$1.05M +2,234 +76%
AAS
1174
Ameritas Advisory Services
Nebraska
$2.43M -$1.17M -2,593 -33%
LWAM
1175
Legacy Wealth Asset Management
Minnesota
$2.43M -$65.2K -139 -3%
45 46
47
48 49