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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 %
SA
1326
Shilanski & Associates
Alaska
$1.85M +$45.5K +97 +3%
BLAM
1327
Bourne Lent Asset Management
New York
$1.84M -$23.4K -50 -1%
LFG
1328
Larson Financial Group
Missouri
$1.84M -$76K -162 -4%
UBG
1329
United Bank (Georgia)
Georgia
$1.84M -$74.6K -159 -4%
MIP
1330
Marietta Investment Partners
Wisconsin
$1.83M – – –
WHG
1331
Westwood Holdings Group
Texas
$1.83M -$61.4K -131 -3%
GC
1332
Grimes & Company
Massachusetts
$1.83M -$6.1K -13 -0.3%
CM
1333
CastleKnight Management
New York
$1.83M +$1.83M +3,900 New
FHC
1334
First Heartland Consultants
Missouri
$1.82M +$34.7K +74 +2%
CYG
1335
Clean Yield Group
Vermont
$1.82M – – –
AIC
1336
Archer Investment Corporation
Indiana
$1.82M +$38.5K +82 +2%
TDC
1337
Thompson Davis & Co
Virginia
$1.81M +$23.4K +50 +1%
PS
1338
Planned Solutions
California
$1.8M -$68K -145 -4%
JAFL
1339
Jay A. Fishman Ltd
Michigan
$1.8M +$1.8M +3,841 New
HNW
1340
High Note Wealth
Minnesota
$1.8M -$139K -297 -7%
UH
1341
Unigestion Holding
Switzerland
$1.8M -$424K -913 -19%
PWPS
1342
Pinnacle Wealth Planning Services
Ohio
$1.8M -$20.6K -44 -1%
BWA
1343
BDO Wealth Advisors
Florida
$1.8M +$97.1K +207 +6%
CP
1344
CenterBook Partners
Connecticut
$1.79M -$1.34M -2,854 -43%
WMA
1345
Wealth Management Associates
New Jersey
$1.78M -$365K -778 -17%
PMG
1346
ProVise Management Group
Florida
$1.77M +$1.15M +2,458 +186%
OL
1347
Owen LaRue
Kentucky
$1.77M +$1.77M +3,839 New
PFA
1348
Pure Financial Advisors
California
$1.77M -$5.16K -11 -0.3%
CSB
1349
City State Bank
Iowa
$1.77M -$10.8K -23 -0.6%
TT
1350
TI-Trust
Illinois
$1.76M – – –
52 53
54
55 56