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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 %
BCP
1801
Blue Chip Partners
Michigan
$845K +$17.8K +38 +2%
LIA
1802
LBMC Investment Advisors
Tennessee
$844K – – –
FC
1803
Fusion Capital
South Carolina
$844K -$10.2M -21,764 -92%
JSW
1804
Journey Strategic Wealth
New Jersey
$843K -$68.9K -147 -8%
FWTB
1805
First Western Trust Bank
Colorado
$843K -$114K -243 -12%
AA
1806
Aire Advisors
California
$843K -$42.7K -91 -5%
HW
1807
Hedeker Wealth
Illinois
$843K -$152K -324 -15%
NERM
1808
New England Research & Management
Illinois
$842K -$469K -1,000 -36%
GA
1809
GFS Advisors
Texas
$839K -$166K -355 -17%
WA
1810
WESPAC Advisors
California
$838K – – –
ECM
1811
EagleClaw Capital Management
Massachusetts
$837K -$11.7K -25 -1%
LA
1812
Legacy Advisors
Pennsylvania
$836K +$58.6K +125 +8%
OFW
1813
Omnia Family Wealth
Florida
$835K +$4.69K +10 +0.6%
VFA
1814
Voya Financial Advisors
Connecticut
$834K +$62.7K +135 +8%
LAS
1815
LWM Advisory Services
Florida
$833K – – –
JSA
1816
Jacobson & Schmitt Advisors
Wisconsin
$832K – – –
LOPW
1817
Live Oak Private Wealth
North Carolina
$830K +$31.9K +68 +4%
LFG
1818
Lazard Frères Gestion
France
$829K – – –
ERIM
1819
Eagle Ridge Investment Management
Connecticut
$828K -$70.3K -150 -8%
EVM
1820
Evelyn V. Moreno
$826K -$141K -300 -15%
AB
1821
Atlas Brown
Kentucky
$825K – – –
DA
1822
Drake & Associates
Wisconsin
$824K -$11.3K -24 -1%
HFG
1823
Heron Financial Group
New York
$823K -$18.8K -40 -2%
TCB
1824
Texas Capital Bancshares
Texas
$821K +$56.7K +121 +7%
CWM
1825
Cornerstone Wealth Management
Missouri
$819K -$225K -480 -22%
71 72
73
74 75