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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 %
6F
1601
626 Financial
Michigan
$1.14M -$23.4K -50 -2%
PA
1602
Procyon Advisors
Connecticut
$1.14M +$46.9K +100 +4%
AO
1603
Advisor OS
Illinois
$1.13M +$625K +1,332 +122%
LWM
1604
Lyell Wealth Management
California
$1.13M -$83.5K -178 -7%
CFO
1605
CVA Family Office
Colorado
$1.13M +$41.3K +88 +4%
BB
1606
Bell Bank
North Dakota
$1.13M +$189K +403 +20%
CA
1607
CSM Advisors
Pennsylvania
$1.13M -$492K -1,050 -30%
IIM
1608
Intact Investment Management
Quebec, Canada
$1.13M +$141K +300 +14%
GWM
1609
Graybill Wealth Management
Illinois
$1.12M -$82.5K -176 -7%
SAM
1610
SP Asset Management
California
$1.12M +$10.8K +23 +1%
OW
1611
Olistico Wealth
Oklahoma
$1.12M -$208K -444 -16%
LC
1612
LCNB Corp
Ohio
$1.11M -$258K -550 -19%
AC
1613
Avestar Capital
New York
$1.11M +$227K +483 +26%
RAM
1614
Riggs Asset Management
Pennsylvania
$1.11M +$1.02M +2,181 +1,218%
MC
1615
Miramar Capital
Illinois
$1.1M -$23.4K -50 -2%
PWLP
1616
Prio Wealth Limited Partnership
Massachusetts
$1.1M +$79.7K +170 +8%
LCM
1617
Liberty Capital Management
Michigan
$1.1M – – –
IGWM
1618
ICA Group Wealth Management
Colorado
$1.1M -$307K -655 -22%
3IP
1619
3Chopt Investment Partners
Virginia
$1.1M – – –
TCM
1620
Tributary Capital Management
Nebraska
$1.1M -$328K -700 -23%
GIP
1621
Greatmark Investment Partners
Georgia
$1.09M -$84.4K -180 -7%
SIG
1622
Sargent Investment Group
Maryland
$1.09M +$71.3K +152 +7%
CI
1623
Cavalier Investments
Georgia
$1.08M +$1.08M +2,313 New
FPCP
1624
Fort Point Capital Partners
California
$1.08M +$25.8K +55 +2%
MFC
1625
Morris Financial Concepts
South Carolina
$1.08M – – –
63 64
65
66 67