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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 %
BI
1201
Ballast Inc
Kentucky
$2.32M +$17.8K +38 +0.8%
KHLMTHM
1202
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.31M – – –
PVI
1203
Pine Valley Investments
New Jersey
$2.31M +$50.2K +107 +2%
VSQM
1204
V-Square Quantitative Management
Illinois
$2.31M -$937K -1,998 -29%
GWM
1205
Guardian Wealth Management
Illinois
$2.3M +$62.4K +133 +3%
TNAM
1206
Terra Nova Asset Management
New York
$2.3M +$265K +564 +13%
UCMOK
1207
United Capital Management of KS
Kansas
$2.3M -$136K -290 -6%
PP
1208
PDS Planning
Ohio
$2.29M +$122K +261 +6%
GAB
1209
German American Bancorp
Indiana
$2.29M +$4.69K +10 +0.2%
WAM
1210
WNY Asset Management
New York
$2.28M +$4.69K +10 +0.2%
W
1211
Wealthquest
Ohio
$2.28M -$8.44K -18 -0.4%
GHAM
1212
Gilman Hill Asset Management
Connecticut
$2.27M -$211K -450 -8%
JIC
1213
Joel Isaacson & Co
New York
$2.27M +$50.7K +108 +2%
FFC
1214
First Financial Corp
Indiana
$2.27M -$501K -1,069 -18%
I
1215
INVST
Indiana
$2.27M +$21.1K +45 +0.9%
SFP
1216
Sweet Financial Partners
Minnesota
$2.27M +$297K +633 +15%
HI
1217
HBK Investments
Texas
$2.26M +$2.26M +4,809 New
TSWM
1218
Triangle Securities Wealth Management
North Carolina
$2.24M -$222K -473 -9%
LIG
1219
Lokken Investment Group
Delaware
$2.23M -$71.8K -153 -3%
WAM
1220
Wallington Asset Management
Indiana
$2.23M -$187K -399 -8%
LIM
1221
Leavell Investment Management
Alabama
$2.23M -$48.8K -104 -2%
KCM
1222
KRS Capital Management
Michigan
$2.22M +$10.3K +22 +0.5%
CWM
1223
Chesapeake Wealth Management
Virginia
$2.2M -$27.7K -59 -1%
PA
1224
PFG Advisors
Arizona
$2.2M +$721K +1,537 +49%
HIM
1225
Hanlon Investment Management
New Jersey
$2.2M -$66.1K -141 -3%
47 48
49
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