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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 %
VWM
1426
Vigilare Wealth Management
Arizona
$1.53M +$469 +1 +0%
FBA
1427
Front Barnett Associates
Illinois
$1.53M +$46.9K +100 +3%
RIA
1428
Regal Investment Advisors
Michigan
$1.53M +$222K +473 +17%
IIC
1429
Ironwood Investment Counsel
Arizona
$1.52M -$18.3K -39 -1%
SSWM
1430
Smith Salley Wealth Management
North Carolina
$1.52M -$355K -757 -19%
CT
1431
Clearstead Trust
Maine
$1.52M – – –
BCM
1432
Boltwood Capital Management
California
$1.52M -$157K -335 -9%
GA
1433
Geller Advisors
New York
$1.52M +$199K +424 +15%
FPAS
1434
Focus Partners Advisor Solutions
Missouri
$1.52M +$316K +674 +26%
SFS
1435
Stiles Financial Services
Minnesota
$1.51M -$49.2K -105 -3%
WAAG
1436
Wealth Alliance Advisory Group
Kansas
$1.51M +$632K +1,347 +72%
PP
1437
Patron Partners
Texas
$1.51M -$11.3K -24 -0.7%
AI
1438
AXS Investments
New York
$1.51M -$478K -1,019 -24%
ACA
1439
Atlas Capital Advisors
Wyoming
$1.51M -$49.7K -106 -3%
HI
1440
Human Investing
Oregon
$1.51M -$83.9K -179 -5%
BCM
1441
Barden Capital Management
Texas
$1.5M +$239K +509 +19%
QIM
1442
Quest Investment Management
Oregon
$1.5M +$1.5M +3,206 New
SOAMC
1443
Spirit of America Management Corp
New York
$1.5M – – –
EWA
1444
EverSource Wealth Advisors
Alabama
$1.5M -$135K -287 -8%
RCWM
1445
Royal Capital Wealth Management
Indiana
$1.5M +$237K +505 +19%
FSA
1446
Financial Sense Advisors
California
$1.49M – – –
FCB
1447
First County Bank
Connecticut
$1.49M -$262K -558 -15%
SCM
1448
Schnieders Capital Management
California
$1.49M +$11.7K +25 +0.8%
GH
1449
GAM Holding
Switzerland
$1.49M +$1.49M +3,175 New
LC
1450
Lavaca Capital
Texas
$1.49M -$39.4K -84 -3%
56 57
58
59 60