LLY icon

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 %
FFA
1501
Founders Financial Alliance
North Carolina
$1.37M +$88.6K +189 +7%
NQWM
1502
Northwest Quadrant Wealth Management
Oregon
$1.36M +$2.81K +6 +0.2%
AC
1503
Allstate Corporation
Illinois
$1.36M – – –
FTWA
1504
Fifth Third Wealth Advisors
Ohio
$1.36M +$951K +2,028 +233%
CW
1505
Channel Wealth
California
$1.36M +$81.6K +174 +6%
FFP
1506
FourThought Financial Partners
Florida
$1.35M -$65.2K -139 -5%
TC
1507
Telemus Capital
Michigan
$1.34M +$27.2K +58 +2%
SRAM
1508
Spouting Rock Asset Management
Pennsylvania
$1.34M +$512K +1,092 +62%
Fuller & Thaler Asset Management
1509
Fuller & Thaler Asset Management
California
$1.34M +$328K +699 +32%
MA
1510
MCF Advisors
Kentucky
$1.34M +$182K +389 +16%
HI
1511
Hudock Inc
Pennsylvania
$1.33M +$744K +1,587 +126%
BG
1512
Benedetti & Gucer
Georgia
$1.33M -$32.8K -70 -2%
MAM
1513
Mystic Asset Management
Rhode Island
$1.33M -$78.8K -168 -6%
WW
1514
Waterfront Wealth
Kansas
$1.33M +$98K +214 +8%
MCCA
1515
Mill Creek Capital Advisors
Pennsylvania
$1.32M +$143K +305 +12%
DF
1516
Donoghue Forlines
Massachusetts
$1.32M -$1.17M -2,503 -47%
MFG
1517
Monumental Financial Group
Maryland
$1.32M -$277K -591 -17%
PAM
1518
Pegasus Asset Management
New York
$1.31M – – –
BWP
1519
BSW Wealth Partners
Colorado
$1.31M +$18.8K +40 +1%
USB
1520
Union Savings Bank
Connecticut
$1.31M +$1.31M +2,885 New
GLLW
1521
Graves Light Lenhart Wealth
Virginia
$1.31M +$469 +1 +0%
VC
1522
Veracity Capital
Georgia
$1.31M +$177K +378 +16%
PTB
1523
Pioneer Trust Bank
Oregon
$1.3M +$1.3M +2,780 New
MSA
1524
Marino Stram & Associates
Massachusetts
$1.3M – – –
MCM
1525
Monument Capital Management
Virginia
$1.3M +$77.4K +165 +6%
59 60
61
62 63