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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 %
FMLI
1251
Fukoku Mutual Life Insurance
Japan
$2.11M -$49.2K -105 -2%
FNBTCON
1252
First National Bank & Trust Co of Newtown
Pennsylvania
$2.1M +$246K +525 +13%
BFEC
1253
Benjamin F. Edwards & Company
Missouri
$2.1M -$16.4K -35 -0.8%
DIA
1254
Dana Investment Advisors
Wisconsin
$2.1M +$451K +962 +27%
VA
1255
Valmark Advisers
Ohio
$2.1M -$73.6K -157 -3%
CFG
1256
Carr Financial Group
Massachusetts
$2.1M – – –
GWANC
1257
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.09M +$120K +256 +6%
PWAM
1258
Pinnacle West Asset Management
Wyoming
$2.09M -$14.1K -30 -0.7%
FWM
1259
Forza Wealth Management
Florida
$2.09M +$70.3K +150 +3%
FAM
1260
Formidable Asset Management
Ohio
$2.09M -$46.9K -100 -2%
VRM
1261
Vectors Research Management
New York
$2.08M -$12.2K -26 -0.6%
ACS
1262
Archford Capital Strategies
Illinois
$2.08M +$60.6K +132 +3%
BRM
1263
Boston Research & Management
Massachusetts
$2.08M – – –
QC
1264
Quent Capital
New York
$2.07M +$22.5K +48 +1%
DFCM
1265
Dark Forest Capital Management
Puerto Rico
$2.07M +$1.82M +3,881 +719%
GEA
1266
Glen Eagle Advisors
New Jersey
$2.06M +$43.6K +93 +2%
AGA
1267
Accuvest Global Advisors
Utah
$2.06M -$563K -1,200 -21%
RA
1268
Rational Advisors
New York
$2.06M -$563K -1,200 -21%
CFGS
1269
Concourse Financial Group Securities
Alabama
$2.06M +$219K +466 +12%
CAM
1270
Close Asset Management
United Kingdom
$2.06M +$748K +1,597 +57%
CS
1271
Capital Square
Tennessee
$2.06M -$22.5K -48 -1%
RFN
1272
RDA Financial Network
Iowa
$2.05M -$68.9K -147 -3%
FFA
1273
First Foundation Advisors
California
$2.04M +$367K +782 +22%
FNA
1274
First National Advisers
Nebraska
$2.04M -$344K -734 -14%
CF
1275
Copperwynd Financial
Arizona
$2.03M +$2.03M +4,339 New
49 50
51
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