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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 %
AWM
1776
Atticus Wealth Management
Florida
$864K +$15K +32 +2%
RZH
1777
Relyea Zuckerberg Hanson
Connecticut
$863K +$162K +346 +23%
DA
1778
Dover Advisors
Virginia
$863K -$158K -336 -15%
BCM
1779
BTC Capital Management
Iowa
$863K – – –
JWM
1780
JGP Wealth Management
Oregon
$862K – – –
TF
1781
Theory Financial
Colorado
$861K – – –
GWSG
1782
GPS Wealth Strategies Group
Colorado
$861K +$477K +1,018 +124%
AF
1783
Affiance Financial
Minnesota
$861K – – –
OAM
1784
Occidental Asset Management
California
$860K +$117K +250 +16%
SSW
1785
Stone Summit Wealth
Florida
$859K -$4.69K -10 -0.5%
CAM
1786
Cubic Asset Management
Massachusetts
$858K – – –
HIS
1787
Horizon Investment Services
Indiana
$858K – – –
IWP
1788
Invenio Wealth Partners
Florida
$858K +$858K +1,829 New
AWAG
1789
ARS Wealth Advisors Group
Florida
$857K -$176K -375 -17%
LMKC
1790
L.M. Kohn & Company
Ohio
$856K +$186K +397 +28%
SCA
1791
Stonebridge Capital Advisors
Minnesota
$855K -$91.5K -195 -10%
EHWM
1792
Eads & Heald Wealth Management
Georgia
$855K -$257K -548 -23%
WAG
1793
Winthrop Advisory Group
Massachusetts
$854K +$23.5K +50 +3%
CNB
1794
Camden National Bank
Maine
$853K -$16.4K -35 -2%
DAC
1795
Dividend Assets Capital
South Carolina
$851K +$105K +223 +14%
MFWP
1796
Mosaic Family Wealth Partners
Missouri
$850K +$38K +81 +5%
GLA
1797
Good Life Advisors
Pennsylvania
$849K +$51.1K +109 +6%
CBNLCF
1798
Cognios Beta Neutral Large Cap Fund
Kansas
$848K -$203K -432 -19%
FEG
1799
Financial Enhancement Group
Indiana
$846K – – –
MCM
1800
Mill Capital Management
North Carolina
$846K +$62.8K +134 +8%
70 71
72
73 74