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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 %
GA
1551
GraniteShares Advisors
New York
$1.25M -$133K -284 -10%
MW
1552
Marcum Wealth
Ohio
$1.25M +$28.6K +61 +2%
AC
1553
Asio Capital
Kentucky
$1.25M – – –
TSW
1554
Thompson Siegel & Walmsley
Virginia
$1.25M -$95.7K -204 -7%
CF
1555
Centaurus Financial
California
$1.24M -$735K -1,568 -37%
CCM
1556
Carlson Capital Management
Minnesota
$1.24M -$465K -992 -27%
TF
1557
Trek Financial
Arizona
$1.24M -$2.92M -6,229 -70%
PA
1558
PSI Advisors
Florida
$1.24M +$24.9K +53 +2%
BWA
1559
Burt Wealth Advisors
Maryland
$1.24M -$6.1K -13 -0.5%
TAM
1560
Taurus Asset Management
New York
$1.24M – – –
WIM
1561
Westside Investment Management
California
$1.24M – – –
LFA
1562
Legacy Financial Advisors
Kentucky
$1.23M -$41.3K -88 -3%
CWG
1563
Crown Wealth Group
North Carolina
$1.23M -$6.57K -14 -0.5%
APP
1564
Avantax Planning Partners
Iowa
$1.23M +$31.4K +67 +3%
BAM
1565
Bosun Asset Management
Illinois
$1.22M -$188K -400 -13%
LA
1566
Lane & Associates
New Jersey
$1.22M -$3.28K -7 -0.3%
MCM
1567
Marathon Capital Management
Maryland
$1.21M -$49.7K -106 -4%
RSWM
1568
Robertson Stephens Wealth Management
California
$1.21M -$153K -327 -11%
WMA
1569
West Michigan Advisors
Michigan
$1.21M -$30K -64 -2%
BOM
1570
Bank of Marin
California
$1.21M – – –
RTC
1571
Riverview Trust Company
Washington
$1.21M – – –
BCCM
1572
Bridge Creek Capital Management
Massachusetts
$1.21M -$11.7K -25 -1%
CSI
1573
Cross Staff Investments
New York
$1.2M -$18.8K -40 -2%
FFG
1574
Frisch Financial Group
New York
$1.2M -$321K -685 -21%
FNBOH
1575
First National Bank of Hutchinson
Kansas
$1.2M – – –
61 62
63
64 65