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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 %
FCP
1276
Fidelis Capital Partners
Florida
$2.03M +$105K +224 +5%
LCM
1277
Lattice Capital Management
Washington
$2.03M – – –
EAM
1278
Erste Asset Management
Austria
$2.02M +$411K +885 +26%
CGH
1279
CMG Global Holdings
Texas
$2.02M +$66.6K +142 +3%
DMBA
1280
Deseret Mutual Benefit Administrators
Utah
$2.02M +$71.8K +153 +4%
SCM
1281
Soleus Capital Management
Connecticut
$2.02M +$2.02M +4,300 New
TA
1282
Trellis Advisors
Washington
$2.01M +$2.35K +5 +0.1%
HBT
1283
Hills Bank & Trust
Iowa
$2.01M -$163K -348 -8%
BTWM
1284
Baker Tilly Wealth Management
Wisconsin
$2.01M -$117K -250 -6%
CIAS
1285
Capital Investment Advisory Services
North Carolina
$2.01M -$987K -2,105 -33%
KC
1286
Kenfarb & Co
Kentucky
$2M -$14.1K -30 -0.7%
BCP
1287
Blackhawk Capital Partners
Wisconsin
$2M – – –
BOSSRA
1288
B.O.S.S. Retirement Advisors
Utah
$1.99M +$1.72M +3,657 +626%
TW
1289
Towerpoint Wealth
California
$1.99M +$10.3K +22 +0.5%
PTC
1290
Philadelphia Trust Company
Pennsylvania
$1.98M -$148K -315 -7%
CA
1291
Centerpoint Advisors
Massachusetts
$1.98M -$90.1K -192 -4%
CFS
1292
CRA Financial Services
New Jersey
$1.98M -$17.4K -37 -0.9%
LB
1293
Leo Brokerage
Texas
$1.97M +$112K +239 +6%
MMHP
1294
Murphy Middleton Hinkle & Parker
Georgia
$1.96M +$469 +1 +0%
BIC
1295
Beach Investment Counsel
Pennsylvania
$1.96M – – –
AFA
1296
Abacus FCF Advisors
Florida
$1.95M -$663K -1,414 -25%
WDC
1297
Woodward Diversified Capital
California
$1.95M +$7.97K +17 +0.4%
Koshinski Asset Management
1298
Koshinski Asset Management
Illinois
$1.94M -$373K -796 -16%
PFA
1299
Pettinga Financial Advisors
Indiana
$1.94M +$1.94M +4,141 New
SF
1300
Symphony Financial
Texas
$1.94M -$195K -419 -9%
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