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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 %
EAM
1451
EFG Asset Management
Oregon
$1.48M +$1.48M +3,166 New
AFP
1452
Ausdal Financial Partners
Iowa
$1.48M +$82.1K +175 +6%
AAM
1453
Ascension Asset Management
New York
$1.48M +$1.48M +3,150 New
GKWIM
1454
Gerber Kawasaki Wealth & Investment Management
California
$1.48M +$479K +1,022 +48%
GD
1455
Grandfield & Dodd
New York
$1.47M -$75.1K -160 -5%
VCAM
1456
Van Cleef Asset Management
Ohio
$1.47M -$35.2K -75 -2%
WFC
1457
Western Financial Corp
California
$1.47M -$278K -592 -16%
FNB
1458
Farmers National Bank
Kentucky
$1.46M -$30K -64 -2%
CMS
1459
Capital Market Strategies
Florida
$1.46M +$1.46M +3,116 New
IPW
1460
Inlet Private Wealth
Florida
$1.46M – – –
NRG
1461
Nemes Rush Group
Michigan
$1.46M +$1.46M +3,107 New
LWM
1462
Ledge Wealth Management
Minnesota
$1.45M -$938 -2 -0.1%
LFA
1463
Laraway Financial Advisors
Minnesota
$1.44M -$148K -315 -9%
BFIC
1464
Bedell Frazier Investment Counselling
California
$1.44M -$12.7K -27 -0.9%
CA
1465
CoreCap Advisors
Michigan
$1.44M +$1.44M +3,071 New
TH
1466
TCTC Holdings
Texas
$1.44M – – –
AIA
1467
Alera Investment Advisors
Illinois
$1.43M -$469 -1 -0%
CPC
1468
Congress Park Capital
New York
$1.43M +$523K +1,115 +57%
WBC
1469
West Branch Capital
Massachusetts
$1.43M +$87.2K +186 +6%
GIM
1470
Guild Investment Management
California
$1.43M +$1.43M +3,054 New
HI
1471
Hendershot Investments
Virginia
$1.43M -$65.2K -139 -4%
GC
1472
Gratus Capital
Georgia
$1.43M -$46.9K -100 -3%
FSC
1473
Full Sail Capital
Oklahoma
$1.43M -$121K -257 -8%
TA
1474
TFG Advisers
Michigan
$1.43M -$15.9K -34 -1%
TA
1475
Tectonic Advisors
Texas
$1.43M +$4.22K +9 +0.3%
57 58
59
60 61