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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 %
GSEP
1626
Golden State Equity Partners
California
$1.08M +$8.44K +18 +0.8%
WCM
1627
Wallace Capital Management
Texas
$1.08M -$93.8K -200 -8%
FH
1628
FWG Holdings
Florida
$1.08M -$10.4K -23 -1%
CFO
1629
Collective Family Office
Pennsylvania
$1.08M -$405K -864 -27%
CIP
1630
Capital Insight Partners
Arizona
$1.07M -$295K -628 -22%
RC
1631
Roundview Capital
New Jersey
$1.07M -$37.5K -80 -3%
SS
1632
Sunbelt Securities
Texas
$1.07M +$938 +2 +0.1%
PFBT
1633
Parkside Financial Bank & Trust
Missouri
$1.07M +$26.3K +56 +3%
KTC
1634
Kistler-Tiffany Companies
Pennsylvania
$1.07M +$148K +315 +16%
SSWM
1635
Sheets Smith Wealth Management
North Carolina
$1.07M -$16.9K -36 -2%
GG
1636
Gleason Group
Kentucky
$1.07M +$2.35K +5 +0.2%
FWI
1637
Facet Wealth Inc
Maryland
$1.06M +$78.6K +173 +8%
JWM
1638
Jupiter Wealth Management
Colorado
$1.06M +$366K +780 +52%
BCM
1639
BlueCrest Capital Management
Jersey
$1.06M +$1.06M +2,267 New
BAAM
1640
Baker Avenue Asset Management
California
$1.06M +$564K +1,202 +113%
ARMT
1641
Amica Retiree Medical Trust
Rhode Island
$1.06M -$184K -392 -15%
MCA
1642
Magnolia Capital Advisors
Mississippi
$1.06M +$47.8K +102 +5%
WCA
1643
Westover Capital Advisors
Delaware
$1.06M -$469 -1 -0%
MSS
1644
Mitchell Sinkler & Starr
Pennsylvania
$1.06M -$119K -254 -10%
SWM
1645
Stockman Wealth Management
Montana
$1.06M -$38K -81 -3%
LP
1646
LGL Partners
Pennsylvania
$1.06M – – –
T
1647
TRUADVICE
Florida
$1.06M -$35.5K -68 -3%
C
1648
Certuity
Florida
$1.05M -$60K -128 -5%
AIA
1649
Armor Investment Advisors
North Carolina
$1.05M +$2.81K +6 +0.3%
AAS
1650
Annex Advisory Services
Wisconsin
$1.05M -$5.63K -12 -0.5%
64 65
66
67 68