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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 %
BFG
1526
Berger Financial Group
Minnesota
$1.3M -$38.5K -82 -3%
BCG
1527
Breakwater Capital Group
New Jersey
$1.29M +$122K +261 +10%
CTC
1528
Corundum Trust Company
South Dakota
$1.29M +$1.29M +2,752 New
AWA
1529
Alta Wealth Advisors
Massachusetts
$1.29M +$16.9K +36 +1%
1WA
1530
180 Wealth Advisors
Washington
$1.29M -$23.5K -51 -2%
EI
1531
Ellevest Inc
New York
$1.29M +$79.7K +170 +7%
BHPW
1532
Beverly Hills Private Wealth
California
$1.28M +$518K +1,153 +68%
MA
1533
MONECO Advisors
Connecticut
$1.28M +$38.5K +82 +3%
EGA
1534
E&G Advisors
Texas
$1.28M – – –
TSS
1535
Thomas Story & Son
Indiana
$1.28M – – –
GAM
1536
Garrison Asset Management
Arkansas
$1.28M -$49.7K -106 -4%
CIR
1537
Clear Investment Research
Georgia
$1.28M +$16.9K +36 +1%
PFS
1538
Physicians Financial Services
North Carolina
$1.28M +$23.5K +50 +2%
SW
1539
SlateStone Wealth
Florida
$1.28M +$54.9K +117 +4%
CIAS
1540
CFS Investment Advisory Services
New Jersey
$1.27M +$1.27M +2,714 New
LWM
1541
Laidlaw Wealth Management
New York
$1.27M -$585K -1,247 -32%
FMP
1542
Financial Management Professionals
Texas
$1.27M +$24.4K +52 +2%
GCMG
1543
Gyroscope Capital Management Group
Florida
$1.27M +$516K +1,100 +69%
GGS
1544
Galvin Gaustad & Stein
Arizona
$1.26M -$34.7K -74 -3%
IAS
1545
Insigneo Advisory Services
Florida
$1.26M +$44.6K +95 +4%
PIM
1546
Penobscot Investment Management
Massachusetts
$1.26M +$434K +925 +53%
BBA
1547
BLB&B Advisors
Pennsylvania
$1.26M -$178K -379 -12%
MCM
1548
Manchester Capital Management
Vermont
$1.26M +$383K +817 +44%
BSG
1549
Black Swift Group
Colorado
$1.25M +$1.25M +2,675 New
AT
1550
American Trust
Kentucky
$1.25M +$348K +743 +38%
60 61
62
63 64