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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 %
PWM
1301
Peterson Wealth Management
Nevada
$1.94M +$13.6K +29 +0.7%
CWA
1302
Consilium Wealth Advisory
Texas
$1.94M +$147K +313 +8%
TIMH
1303
Tilt Investment Management Holdings
New York
$1.94M – – –
CAG
1304
Csenge Advisory Group
Florida
$1.94M +$314K +669 +19%
KCM
1305
Kathmere Capital Management
Pennsylvania
$1.93M +$21.1K +45 +1%
BWM
1306
BCGM Wealth Management
Indiana
$1.93M +$555K +1,184 +40%
SCA
1307
Sippican Capital Advisors
Massachusetts
$1.93M -$86.3K -184 -4%
HP
1308
HT Partners
Connecticut
$1.93M -$42.2K -90 -2%
BAM
1309
Berkshire Asset Management
Pennsylvania
$1.9M +$27.2K +58 +1%
NP
1310
NorthRock Partners
Minnesota
$1.9M -$160K -341 -8%
IBOK
1311
Independence Bank of Kentucky
Kentucky
$1.9M +$403K +860 +27%
HH
1312
Hilltop Holdings
Texas
$1.9M +$176K +375 +10%
AA
1313
Argent Advisors
Louisiana
$1.89M -$35.2K -75 -2%
TC
1314
TAP Consulting
Missouri
$1.89M – – –
CFCI
1315
Comprehensive Financial Consultants Institutional
Indiana
$1.89M -$125K -280 -6%
MWM
1316
Meridian Wealth Management
Kentucky
$1.88M +$454K +967 +32%
PNAA
1317
Pictet North America Advisors
Switzerland
$1.88M – – –
CIG
1318
Cairn Investment Group
Washington
$1.87M – – –
EWM
1319
Empirical Wealth Management
Washington
$1.87M -$167K -356 -8%
VCM
1320
Vigilant Capital Management
Maine
$1.86M -$117K -250 -6%
JGUA
1321
John G. Ullman & Associates
New York
$1.86M – – –
SMA
1322
Sage Mountain Advisors
Georgia
$1.86M -$44.1K -94 -2%
BW
1323
Bison Wealth
Georgia
$1.86M +$855K +1,823 +85%
LNB
1324
Ledyard National Bank
$1.86M -$98.5K -210 -5%
CWP
1325
CFM Wealth Partners
Texas
$1.85M -$27.7K -59 -1%
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