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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 %
GP
1726
Girard Partners
Pennsylvania
$950K -$79.7K -170 -8%
HIG
1727
Heritage Investment Group
Florida
$950K +$12.2K +26 +1%
FAG
1728
Fortitude Advisory Group
Washington
$950K -$115K -246 -11%
4WM
1729
44 Wealth Management
Oregon
$948K +$227K +483 +31%
CG
1730
Corundum Group
Colorado
$947K -$1.16M -2,474 -55%
NL
1731
Navalign LLC
California
$944K +$2.35K +5 +0.2%
SIA
1732
Strategic Investment Advisors
Michigan
$940K -$94.2K -201 -9%
DS
1733
DRW Securities
Illinois
$940K -$1.01M -2,157 -52%
TIA
1734
Tiemann Investment Advisors
California
$939K +$4.69K +10 +0.5%
AR
1735
Advisory Research
Illinois
$938K +$938K +2,001 New
CI
1736
Clal Insurance
Israel
$938K -$235K -500 -20%
DMC
1737
Drexel Morgan & Co
Pennsylvania
$938K – – –
BA
1738
Bristlecone Advisors
Washington
$933K +$13.6K +29 +1%
KP
1739
Keel Point
Alabama
$929K +$63.8K +136 +7%
GFP
1740
Gryphon Financial Partners
Ohio
$929K -$2.81K -6 -0.3%
PWW
1741
Pettyjohn Wood & White
Virginia
$928K +$23.4K +50 +3%
CFA
1742
CWS Financial Advisors
Michigan
$927K -$46.9K -100 -5%
FANJ
1743
Financial Architects (New Jersey)
New Jersey
$926K -$181K -387 -16%
CMI
1744
Clare Market Investments
Texas
$926K -$34.2K -73 -4%
PTP
1745
Platform Technology Partners
New York
$917K +$19.8K +45 +2%
IP
1746
Ignite Planners
California
$915K +$394K +871 +76%
LA
1747
LVW Advisors
New York
$912K +$15.9K +34 +2%
RHJA
1748
Rice Hall James & Associates
California
$910K -$23.4K -50 -3%
SFG
1749
Sather Financial Group
Texas
$908K -$79.7K -170 -8%
CC
1750
Cannell & Co
New York
$905K +$11.7K +25 +1%
68 69
70
71 72