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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 %
EA
1751
Eudaimonia Advisors
Tennessee
$903K – – –
KWA
1752
Kingswood Wealth Advisors
California
$903K +$903K +1,926 New
CWM
1753
Cabot Wealth Management
Massachusetts
$903K – – –
BAM
1754
Brave Asset Management
New Jersey
$903K – – –
GWM
1755
Greenwich Wealth Management
Connecticut
$900K +$25.8K +55 +3%
AIS
1756
American Investment Services
Massachusetts
$895K -$113K -242 -11%
NJBEST
1757
New Jersey Better Educational Savings Trust
New Jersey
$895K – – –
MJP
1758
Michael J. Puzo
$891K -$152K -325 -15%
LGA
1759
Lebenthal Global Advisors
New York
$890K -$93.3K -199 -9%
FNBOSM
1760
First National Bank of South Miami
Florida
$889K -$113K -240 -11%
APG
1761
Abacus Planning Group
South Carolina
$887K +$42.2K +90 +5%
CD
1762
Chapin Davis
Maryland
$884K +$2.81K +6 +0.3%
WHC
1763
Wulff, Hansen & Co
California
$884K – – –
SG
1764
Somerset Group
Minnesota
$881K – – –
SQA
1765
Simon Quick Advisors
New Jersey
$879K +$101K +215 +13%
WCM
1766
Washburn Capital Management
Florida
$877K -$29.1K -62 -3%
CWA
1767
CM Wealth Advisors
Ohio
$876K +$876K +1,911 New
DWM
1768
Drive Wealth Management
Utah
$874K +$95.2K +203 +12%
KFGK
1769
Keystone Financial Group (Kentucky)
Kentucky
$872K +$872K +1,859 New
CWM
1770
Connecticut Wealth Management
Connecticut
$871K +$209K +445 +32%
OC
1771
Oarsman Capital
Wisconsin
$870K – – –
EFSCE
1772
Enterprise Financial Services Corp (EFSC)
Missouri
$869K +$5.63K +12 +0.7%
EL
1773
Essex LLC
Illinois
$869K – – –
SWS
1774
SYSTM Wealth Solutions
Illinois
$868K +$153K +326 +21%
CWA
1775
Clearview Wealth Advisors
Oregon
$867K +$791K +1,687 +1,041%
69 70
71
72 73