LLY icon

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 %
CAC
1351
Certified Advisory Corp
Florida
$1.76M -$22K -47 -1%
AF
1352
Advisornet Financial
Minnesota
$1.76M -$55.3K -118 -3%
PWMAG
1353
Pinnacle Wealth Management Advisory Group
New Jersey
$1.75M +$112K +238 +7%
IW
1354
Imprint Wealth
South Carolina
$1.75M +$150K +305 +9%
JFGIW
1355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.75M +$380K +810 +28%
CFP
1356
Catalyst Financial Partners
Massachusetts
$1.74M +$167K +357 +11%
AWM
1357
Aries Wealth Management
Maine
$1.74M +$2.81K +6 +0.2%
PL
1358
Perpetual Ltd
Australia
$1.73M -$80.2K -171 -4%
V
1359
VeraBank
Texas
$1.72M – – –
KMWM
1360
Keudell/Morrison Wealth Management
Oregon
$1.72M +$42.2K +90 +3%
LW
1361
Linscomb Wealth
Texas
$1.71M -$3.75K -8 -0.2%
TFCM
1362
Taylor Frigon Capital Management
Arizona
$1.71M -$47.4K -101 -3%
MYIA
1363
Mount Yale Investment Advisors
Colorado
$1.71M -$19.7K -42 -1%
BTW
1364
Boston Trust Walden
Massachusetts
$1.71M +$189K +402 +12%
RCAG
1365
Rehmann Capital Advisory Group
Michigan
$1.71M -$73.2K -156 -4%
WANY
1366
Wealthspire Advisors (New York)
New York
$1.7M -$48.8K -104 -3%
PCM
1367
Pennsylvania Capital Management
Pennsylvania
$1.7M +$3.28K +7 +0.2%
HAG
1368
HF Advisory Group
Maryland
$1.7M +$79.7K +170 +5%
BB
1369
Berkshire Bank
Massachusetts
$1.7M -$46.9K -100 -3%
SIM
1370
Stratos Investment Management
Ohio
$1.7M +$57.2K +122 +3%
MIC
1371
Means Investment Company
Maine
$1.69M +$28.1K +60 +2%
VDI
1372
Vaughan David Investments
Illinois
$1.69M +$17.8K +38 +1%
GCA
1373
Guardian Capital Advisors
Ontario, Canada
$1.69M -$66.1K -150 -4%
BWA
1374
Blodgett Wealth Advisors
California
$1.68M -$133K -283 -7%
MCI
1375
MRP Capital Investments
Georgia
$1.68M +$1.68M +3,578 New
53 54
55
56 57