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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 %
JWBC
1376
J.W. Burns & Co
New York
$1.68M – – –
BMM
1377
Buffington Mohr McNeal
Idaho
$1.67M -$363K -775 -18%
EWM
1378
Evermay Wealth Management
Virginia
$1.67M -$184K -392 -10%
FFA
1379
Farther Finance Advisors
California
$1.67M +$1.32M +2,819 +385%
PAG
1380
Powers Advisory Group
Illinois
$1.66M +$1.41K +3 +0.1%
AAM
1381
Aureus Asset Management
Massachusetts
$1.66M – – –
BSB
1382
Bangor Savings Bank
Maine
$1.66M -$11.7K -25 -0.7%
RFWA
1383
RPg Family Wealth Advisory
Massachusetts
$1.66M +$1.66M +3,536 New
PPW
1384
Parcion Private Wealth
Washington
$1.66M – – –
AIM
1385
ARGA Investment Management
Connecticut
$1.65M – – –
CCB
1386
Country Club Bank
Missouri
$1.65M -$11.6K -25 -0.7%
WDG
1387
Wealth Dimensions Group
Ohio
$1.65M +$164K +350 +11%
GG
1388
Golden Green
South Carolina
$1.64M +$1.64M +3,502 New
HDIM
1389
Hanson & Doremus Investment Management
Vermont
$1.64M -$7.5K -16 -0.5%
GAM
1390
Gotham Asset Management
New York
$1.64M -$105K -224 -6%
RSA
1391
River Street Advisors
Illinois
$1.63M -$54.9K -117 -3%
JGIA
1392
Jackson Grant Investment Advisers
Connecticut
$1.63M -$110K -235 -6%
HIP
1393
HUB Investment Partners
Texas
$1.63M +$49.7K +106 +3%
NW
1394
Naviter Wealth
Arkansas
$1.63M +$104K +222 +7%
CC
1395
Centiva Capital
New York
$1.62M +$1.62M +3,463 New
UBV
1396
United Bank (Virginia)
Virginia
$1.62M – – –
DDC
1397
DF Dent & Co
Maryland
$1.62M -$16.4K -35 -1%
RSC
1398
Red Spruce Capital
Pennsylvania
$1.61M -$15.5K -33 -1%
CWP
1399
Concord Wealth Partners
Virginia
$1.61M +$460K +981 +40%
OC
1400
Oakworth Capital
Alabama
$1.6M -$257K -549 -14%
54 55
56
57 58