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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 %
M
1576
MOTCO
Texas
$1.19M -$7.5K -16 -0.6%
PPC
1577
Park Place Capital
Alabama
$1.19M -$442K -943 -27%
SAM
1578
Seelaus Asset Management
New Jersey
$1.19M -$691K -1,474 -37%
CCFCSB
1579
Cape Cod Five Cents Savings Bank
Massachusetts
$1.19M – – –
AWA
1580
Arkadios Wealth Advisors
Georgia
$1.19M -$159K -339 -12%
AAB
1581
ABN AMRO Bank
Netherlands
$1.19M -$45.7K -97 -4%
CC
1582
Corton Capital
Ontario, Canada
$1.19M +$365K +778 +44%
LRPA
1583
L. Roy Papp & Associates
Arizona
$1.19M -$76.9K -164 -6%
PBO
1584
Peoples Bank (Ohio)
Ohio
$1.18M -$2.35K -5 -0.2%
NAS
1585
Nicolet Advisory Services
Wisconsin
$1.18M +$50.5K +109 +4%
WAS
1586
Wesleyan Assurance Society
United Kingdom
$1.17M – – –
AWM
1587
Accurate Wealth Management
Florida
$1.17M +$151K +337 +15%
QPWM
1588
Quadrant Private Wealth Management
Pennsylvania
$1.17M +$18.3K +39 +2%
UF
1589
Univest Financial
Pennsylvania
$1.17M – – –
AOWM
1590
Alpha Omega Wealth Management
Virginia
$1.16M -$83K -177 -7%
BDA
1591
Borer Denton & Associates
Pennsylvania
$1.16M – – –
RIM
1592
Redwood Investment Management
Arizona
$1.16M -$302K -643 -21%
RFG
1593
Range Financial Group
Oregon
$1.16M -$103K -220 -8%
CPM
1594
Connective Portfolio Management
New York
$1.15M +$1.15M +2,500 New
MRCM
1595
M&R Capital Management
New Jersey
$1.15M +$469 +1 +0%
TAM
1596
Townsend Asset Management
North Carolina
$1.15M – – –
PI
1597
PFG Investments
New York
$1.15M +$72.7K +155 +7%
RPCONE
1598
Retirement Planning Company of New England
Rhode Island
$1.15M -$121K -258 -10%
PWP
1599
Private Wealth Partners
California
$1.15M -$5.63K -12 -0.5%
PPP
1600
Private Portfolio Partners
New Jersey
$1.14M +$61K +130 +6%
62 63
64
65 66