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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 %
WPW
1401
Warther Private Wealth
Ohio
$1.6M -$77.4K -165 -5%
SIC
1402
Samalin Investment Counsel
New York
$1.6M +$938 +2 +0.1%
CBT
1403
Central Bank & Trust
Kentucky
$1.6M -$36.6K -78 -2%
FIM
1404
Freedom Investment Management
Connecticut
$1.6M +$342K +729 +27%
DLA
1405
Douglas Lane & Associates
New York
$1.6M -$938 -2 -0.1%
DDPIC
1406
Deroy & Devereaux Private Investment Counsel
Michigan
$1.6M +$562K +1,198 +54%
MIM
1407
Moseley Investment Management
Florida
$1.59M +$302K +644 +23%
ESBC
1408
E.S. Barr & Co
Kentucky
$1.59M +$129K +274 +9%
CAM
1409
Campion Asset Management
Virginia
$1.58M -$46.9K -100 -3%
BPCA
1410
Bank Pictet & Cie (Asia)
Singapore
$1.58M -$509K -1,085 -24%
JGGDR
1411
JGP Global Gestao de Recursos
Brazil
$1.58M +$1.01M +2,155 +177%
KA
1412
Kovack Advisors
Florida
$1.58M +$259K +553 +20%
EFG
1413
Everhart Financial Group
Ohio
$1.58M +$103K +219 +7%
SFA
1414
Souders Financial Advisors
Ohio
$1.57M +$106K +227 +7%
FMTC
1415
Farmers & Merchants Trust Company
California
$1.57M – – –
AF
1416
Arrow Financial
New York
$1.57M +$518K +1,104 +49%
HCM
1417
Hollencrest Capital Management
California
$1.56M +$3.75K +8 +0.2%
WPA
1418
West Paces Advisors
Georgia
$1.55M -$82.5K -176 -5%
GC
1419
Gilbert & Cook
Iowa
$1.55M -$212K -453 -12%
SGK
1420
Steigerwald Gordon & Koch
Virginia
$1.55M +$469 +1 +0%
CAM
1421
Cozad Asset Management
Illinois
$1.55M -$56.3K -120 -4%
WT
1422
Washington Trust
Rhode Island
$1.55M -$30.5K -65 -2%
CAI
1423
Capital Advisors Inc
Oklahoma
$1.54M +$193K +412 +14%
SAM
1424
Sabadell Asset Management
Spain
$1.53M – – –
WP
1425
WMS Partners
Maryland
$1.53M +$1.41K +3 +0.1%
55 56
57
58 59