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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 %
PWMG
1676
Provence Wealth Management Group
California
$1.01M +$155K +330 +18%
NRI
1677
NFP Retirement Inc
California
$1.01M +$5.16K +11 +0.5%
MMM
1678
Mendel Money Management
Illinois
$1.01M -$61K -130 -6%
SIC
1679
Sigma Investment Counselors
Michigan
$1.01M -$25.8K -55 -2%
BCM
1680
Buckhead Capital Management
Georgia
$1.01M -$10.8K -23 -1%
FMB
1681
Field & Main Bank
Kentucky
$1.01M +$188K +400 +23%
BBI
1682
Baxter Bros Inc
Connecticut
$1.01M -$38.5K -82 -4%
VWA
1683
Visionary Wealth Advisors
Illinois
$1.01M -$49.2K -105 -5%
CS
1684
Cannell & Spears
New York
$1.01M +$88.6K +189 +10%
CH
1685
Canton Hathaway
Rhode Island
$1.01M – – –
SSI
1686
Scott & Selber Inc
Texas
$1M +$8.44K +18 +0.8%
SRC
1687
Sage Rhino Capital
California
$1M -$8.91K -19 -0.9%
SIMG
1688
Sonora Investment Management Group
Arizona
$1M -$55.3K -118 -5%
UL
1689
Unionview LLC
Washington
$1,000K – – –
CAM
1690
CenterStar Asset Management
Illinois
$997K +$997K +2,130 New
WEPOG
1691
Wealth Enhancement & Preservation of GA
Georgia
$997K +$30K +64 +3%
ABLA
1692
Alan B. Lancz & Associates
Ohio
$997K – – –
LFDLE
1693
La Financiere de L'Echiquier
France
$994K +$994K +2,120 New
AHC
1694
Adell Harriman & Carpenter
Texas
$992K +$666K +1,443 +204%
WF
1695
WoodTrust Financial
Wisconsin
$990K – – –
DPI
1696
Diversified Portfolios Inc
Michigan
$989K -$251K -535 -20%
AFG
1697
Atomi Financial Group
New York
$988K +$117K +249 +13%
VWM
1698
Venturi Wealth Management
Texas
$987K +$24.9K +53 +3%
AA
1699
Alta Advisers
United Kingdom
$985K – – –
SDAM
1700
Shulman DeMeo Asset Management
New York
$984K -$52.1K -111 -5%
66 67
68
69 70