LLY icon

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 %
SC
1176
Schulhoff & Co
Ohio
$2.43M – – –
ERIC
1177
Eagle Rock Investment Company
Georgia
$2.43M -$174K -390 -7%
CW
1178
CreativeOne Wealth
Kansas
$2.43M -$158K -336 -6%
AWM
1179
Avior Wealth Management
Nebraska
$2.42M -$168K -358 -6%
HNWAG
1180
High Net Worth Advisory Group
Florida
$2.42M -$46K -98 -2%
SWA
1181
Stratos Wealth Advisors
Ohio
$2.42M +$22K +47 +0.9%
GBT
1182
Grove Bank & Trust
Florida
$2.4M -$9.85K -21 -0.4%
CB
1183
Community Bank
New York
$2.4M -$342K -730 -12%
PCM
1184
Penserra Capital Management
California
$2.4M +$2.37M +5,064 +9,738%
FFN
1185
Focus Financial Network
Minnesota
$2.4M +$23K +49 +1%
MPM
1186
Meritage Portfolio Management
Kansas
$2.39M +$23.5K +50 +1%
PCA
1187
Peddock Capital Advisors
Massachusetts
$2.39M – – –
AWA
1188
Arete Wealth Advisors
Illinois
$2.39M +$316K +674 +15%
ACM
1189
Advisors Capital Management
New Jersey
$2.38M +$173K +368 +8%
SFG
1190
StrategIQ Financial Group
Indiana
$2.38M +$14.5K +31 +0.6%
MCM
1191
McKinley Capital Management
Alaska
$2.38M -$21.6K -46 -0.9%
WGCA
1192
Wolf Group Capital Advisors
Virginia
$2.38M -$131K -299 -5%
SAM
1193
Silvercrest Asset Management
New York
$2.36M +$330K +703 +16%
CAAS
1194
Capital Asset Advisory Services
Michigan
$2.36M +$117K +261 +5%
WP
1195
WealthSource Partners
California
$2.36M -$29.1K -62 -1%
KFS
1196
Kurt F. Somerville
$2.35M -$77.4K -165 -3%
EWA
1197
Etesian Wealth Advisors
Oregon
$2.35M -$43.6K -93 -2%
SL
1198
Sentry LLC
Tennessee
$2.35M – – –
RCA
1199
Resonant Capital Advisors
Wisconsin
$2.33M +$85.4K +182 +4%
ILI
1200
Invesco LLC (Illinois)
Illinois
$2.32M +$2.32M +4,956 New
46 47
48
49 50