LLY icon

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 %
JWCA
1651
J.W. Coons Advisors
Ohio
$1.05M +$9.38K +20 +0.9%
CBFP
1652
Cedar Brook Financial Partners
Ohio
$1.04M +$230K +491 +28%
RPWA
1653
Regent Peak Wealth Advisors
Georgia
$1.04M -$4.69K -10 -0.4%
MCM
1654
MV Capital Management
Maryland
$1.04M +$20.2K +43 +2%
SCA
1655
Sandy Cove Advisors
Massachusetts
$1.04M +$174K +372 +20%
RCM
1656
RB Capital Management
Nevada
$1.04M -$25.8K -55 -2%
NCM
1657
NCM Capital Management
New Jersey
$1.04M -$16.9K -36 -2%
BP
1658
BBR Partners
New York
$1.04M +$64.7K +138 +7%
MA
1659
MJP Associates
Connecticut
$1.04M +$282K +602 +37%
VCM
1660
Vivaldi Capital Management
Illinois
$1.04M +$6.1K +13 +0.6%
NFG
1661
Nadler Financial Group
Illinois
$1.04M +$92.4K +197 +10%
MFC
1662
Mechanics Financial Corp
Ohio
$1.04M +$428K +912 +70%
FWIA
1663
Fort Washington Investment Advisors
Ohio
$1.04M -$71.3K -152 -6%
TWP
1664
Tempus Wealth Planning
California
$1.04M +$11.7K +25 +1%
CIM
1665
CIM Investment Management
Pennsylvania
$1.04M +$99.4K +212 +11%
ACP
1666
Aveo Capital Partners
Colorado
$1.03M +$69.4K +148 +7%
MIM
1667
Marco Investment Management
Georgia
$1.03M +$5.63K +12 +0.5%
MIM
1668
Merrion Investment Management
New Jersey
$1.03M – – –
HHGA
1669
Halbert Hargrove Global Advisors
California
$1.03M -$581K -1,238 -36%
TBNY
1670
Trustco Bank (New York)
New York
$1.03M -$2.35K -5 -0.2%
HZ
1671
Hixon Zuercher
Ohio
$1.03M – – –
AAP
1672
Arax Advisory Partners
Colorado
$1.02M +$3.75K +8 +0.4%
MS
1673
Maven Securities
Jersey
$1.02M +$1.02M +2,180 New
EW
1674
Evoke Wealth
California
$1.02M +$238K +507 +30%
CAMG
1675
CWA Asset Management Group
Florida
$1.02M +$261K +556 +35%
65 66
67
68 69