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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 %
FIM
1701
Fruth Investment Management
Texas
$984K -$46.9K -100 -5%
LA
1702
LexAurum Advisors
Kansas
$982K +$192K +409 +24%
BWM
1703
Birchcreek Wealth Management
Ohio
$980K +$163K +348 +20%
BFW
1704
Brady Family Wealth
Missouri
$978K +$938 +2 +0.1%
BWM
1705
BerganKDV Wealth Management
Minnesota
$976K -$24.9K -53 -2%
BFA
1706
Bragg Financial Advisors
North Carolina
$974K -$10.3K -22 -1%
PIMG
1707
Patriot Investment Management Group
Tennessee
$972K -$104K -221 -10%
WP
1708
Wealthspan Partners
Iowa
$971K +$469 +1 +0%
WIM
1709
WealthPlan Investment Management
Nebraska
$971K – – –
BLC
1710
Brown, Lisle/Cummings
Rhode Island
$970K +$40.3K +86 +4%
MLFP
1711
MPS Loria Financial Planners
Illinois
$968K +$2.34K +5 +0.2%
VEA
1712
Virtus ETF Advisers
New York
$967K -$249K -532 -21%
KIC
1713
Kensington Investment Counsel
California
$961K +$961K +2,050 New
CIC
1714
Chilton Investment Company
Connecticut
$960K -$197K -420 -17%
IIC
1715
Integrated Investment Consultants
Michigan
$960K -$129K -275 -12%
RDWM
1716
Red Door Wealth Management
Tennessee
$960K +$658K +1,402 +218%
DG
1717
DMC Group
Alabama
$960K -$47.4K -101 -5%
PCS
1718
Personal CFO Solutions
New Jersey
$959K -$58.6K -125 -6%
HWM
1719
HighMark Wealth Management
Minnesota
$958K – – –
RWB
1720
RMR Wealth Builders
New Jersey
$957K +$407K +867 +74%
BIP
1721
Blueprint Investment Partners
North Carolina
$956K -$83.5K -178 -8%
BFA
1722
Bill Few Associates
Pennsylvania
$954K -$46.9K -100 -5%
CCG
1723
Ceeto Capital Group
Florida
$952K – – –
WCM
1724
WealthBridge Capital Management
Ohio
$951K +$229K +489 +32%
EP
1725
Eudaimonia Partners
Tennessee
$951K +$17.4K +37 +2%
67 68
69
70 71