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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 %
DP
1226
Dearborn Partners
Illinois
$2.19M +$21.1K +45 +1%
LWCFA
1227
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.19M +$249K +530 +13%
RLWM
1228
RF&L Wealth Management
Massachusetts
$2.19M -$174K -370 -7%
B
1229
Bellecapital
Switzerland
$2.18M -$143K -305 -6%
AMM
1230
American Money Management
California
$2.18M -$7.5K -16 -0.3%
WFI
1231
West Family Investments
California
$2.18M +$19.7K +42 +0.9%
ATC
1232
Adirondack Trust Company
New York
$2.18M -$132K -291 -6%
BCM
1233
Becker Capital Management
Oregon
$2.17M -$10.8K -23 -0.5%
SFO
1234
Stokes Family Office
Louisiana
$2.17M -$12.2K -26 -0.6%
MMA
1235
Miracle Mile Advisors
California
$2.17M -$188K -400 -8%
TNB
1236
Thomasville National Bank
Georgia
$2.17M -$23.4K -50 -1%
FDS
1237
First Dallas Securities
Texas
$2.17M – – –
AT
1238
Arden Trust
Delaware
$2.17M -$42.7K -91 -2%
WIC
1239
Woodmont Investment Counsel
Tennessee
$2.16M -$195K -415 -8%
AF
1240
Allworth Financial
California
$2.16M +$329K +702 +18%
HA
1241
HC Advisors
Georgia
$2.16M -$51.1K -109 -2%
RIA
1242
Realta Investment Advisors
Delaware
$2.16M +$126K +268 +6%
CCWM
1243
Cassaday & Co Wealth Management
Virginia
$2.16M -$87.2K -186 -4%
TL
1244
Tradewinds LLC
North Carolina
$2.15M +$14.5K +31 +0.7%
RA
1245
RFG Advisory
Alabama
$2.15M +$147K +313 +7%
VT
1246
Vise Technologies
New York
$2.15M +$353K +752 +20%
BMA
1247
Brooks Moore & Associates
Tennessee
$2.14M -$48.8K -104 -2%
1IA
1248
1834 Investment Advisors
Wisconsin
$2.14M -$903K -1,926 -30%
FCBT
1249
First Citizens Bank & Trust
North Carolina
$2.13M +$134K +286 +7%
NFC
1250
Northeast Financial Consultants
Connecticut
$2.12M -$14.7M -31,343 -87%
48 49
50
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