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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 %
CAM
1476
Costello Asset Management
Pennsylvania
$1.42M +$65.6K +140 +5%
KJHP
1477
K.J. Harrison & Partners
Ontario, Canada
$1.42M +$943K +2,018 +196%
LWP
1478
Lumature Wealth Partners
Georgia
$1.42M -$24.9K -53 -2%
CHA
1479
Carmichael Hill & Associates
Maryland
$1.42M -$1.41K -3 -0.1%
MSR
1480
Main Street Research
Connecticut
$1.42M -$31.4K -67 -2%
PG
1481
Patten Group
Tennessee
$1.42M -$6.1K -13 -0.4%
GIA
1482
Guyasuta Investment Advisors
Pennsylvania
$1.42M +$61.9K +132 +5%
AWE
1483
Avidian Wealth Enterprises
Texas
$1.41M -$2.16M -4,613 -60%
SWA
1484
SFMG Wealth Advisors
Texas
$1.41M +$3.75K +8 +0.3%
AWA
1485
AmeriServ Wealth Advisors
Pennsylvania
$1.41M -$882K -1,880 -38%
BFO
1486
Biltmore Family Office
North Carolina
$1.41M -$32.4K -69 -2%
MWM
1487
Mattern Wealth Management
Kansas
$1.41M – – –
IRAG
1488
Investment Research & Advisory Group
Georgia
$1.4M – – –
PSP
1489
Principal Street Partners
Tennessee
$1.39M -$15.9K -34 -1%
A
1490
AustralianSuper
Australia
$1.39M +$1.39M +2,968 New
OHWA
1491
Oak Hill Wealth Advisors
Virginia
$1.39M -$4.18K -9 -0.3%
VWA
1492
V Wealth Advisors
Kansas
$1.39M +$46.9K +100 +3%
AFG
1493
Allegheny Financial Group
Pennsylvania
$1.39M -$22K -47 -2%
CGA
1494
Crescent Grove Advisors
Illinois
$1.38M -$13.6K -29 -1%
SWIG
1495
Strategic Wealth Investment Group
Kentucky
$1.38M -$280K -597 -17%
PBC
1496
Pavion Blue Capital
California
$1.38M +$46.9K +100 +4%
HWA
1497
HHM Wealth Advisors
Tennessee
$1.38M -$24.9K -53 -2%
SWA
1498
Sutton Wealth Advisors
Florida
$1.38M +$86.3K +184 +7%
IWA
1499
IVC Wealth Advisors
Pennsylvania
$1.38M -$26.7K -57 -2%
BEI
1500
Benjamin Edwards Inc
Missouri
$1.37M +$125K +266 +10%
58 59
60
61 62