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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 %
ALAM
1826
Asahi Life Asset Management
Japan
$818K +$324K +690 +65%
TIM
1827
Tortoise Investment Management
New York
$817K +$132K +282 +19%
TLFA
1828
True Link Financial Advisors
California
$816K – – –
IF
1829
Intrua Financial
Texas
$814K -$84K -179 -9%
HT
1830
Heritage Trust
Oklahoma
$810K +$810K +1,728 New
VF
1831
Vawter Financial
Ohio
$809K +$809K +1,724 New
SWP
1832
Semus Wealth Partners
Florida
$807K +$59.1K +126 +8%
CWM
1833
Cahaba Wealth Management
Georgia
$805K -$46K -98 -5%
RB
1834
Renasant Bank
Mississippi
$805K -$444K -946 -36%
SCM
1835
Seascape Capital Management
New Hampshire
$800K +$152K +325 +24%
DJSG
1836
D.J. St. Germain
Massachusetts
$798K +$798K +1,702 New
DCM
1837
DGS Capital Management
New Jersey
$798K +$84.4K +180 +12%
CBB
1838
Citizens Business Bank
California
$798K +$435K +927 +120%
SLA
1839
Silver Lake Advisory
Utah
$796K +$938 +2 +0.1%
CCM
1840
Canal Capital Management
Virginia
$794K +$61.5K +131 +8%
FFG
1841
Fortem Financial Group
California
$794K -$42.7K -91 -5%
GCP
1842
GSA Capital Partners
United Kingdom
$794K +$794K +1,693 New
MCA
1843
MSH Capital Advisors
Arizona
$794K -$70.3K -150 -8%
GCM
1844
Goldstream Capital Management
Hong Kong
$791K +$618K +1,317 +357%
TBC
1845
Ted Buchan & Co
California
$789K -$49.7K -106 -6%
CA
1846
Cornerstone Advisory
Maryland
$789K +$16.4K +35 +2%
DWM
1847
Destination Wealth Management
California
$789K +$29.1K +62 +4%
IWA
1848
Intercontinental Wealth Advisors
Texas
$786K -$42.7K -91 -5%
NFG
1849
Nations Financial Group
Iowa
$785K -$16.9K -36 -2%
GWM
1850
Gray Wealth Management
Maine
$784K +$138K +295 +21%
72 73
74
75 76