LLY icon

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 %
KLC
1851
Knowledge Leaders Capital
Colorado
$783K -$23.4K -50 -3%
XF
1852
XML Financial
Maryland
$781K -$7.97K -17 -1%
FA
1853
FC Advisory
Pennsylvania
$781K – – –
HF
1854
HRT Financial
New York
$779K -$152M -324,175 -99%
OHWP
1855
Oak Harbor Wealth Partners
North Carolina
$779K +$27.7K +59 +4%
SPC
1856
Stewart & Patten Company
California
$779K -$258K -550 -25%
KOCAA
1857
Knights of Columbus Asset Advisors
Connecticut
$777K -$72.7K -155 -9%
HFS
1858
Heritage Financial Services
Massachusetts
$776K -$1.41K -3 -0.2%
CG
1859
Clarus Group
Texas
$775K +$24.4K +52 +3%
BWM
1860
Brown Wealth Management
Illinois
$775K +$775K +1,652 New
BWP
1861
Balboa Wealth Partners
Arizona
$774K -$35.6K -76 -4%
CWM
1862
CarsonAllaria Wealth Management
Illinois
$773K +$1.88K +4 +0.2%
PCMC
1863
Private Capital Management (Colorado)
Colorado
$770K +$38.9K +83 +5%
OCM
1864
One Capital Management
California
$769K +$37K +79 +5%
TCWA
1865
Ten Capital Wealth Advisors
Washington
$768K +$169K +360 +28%
NB
1866
Nicolet Bankshares
Wisconsin
$766K -$3.75K -8 -0.5%
SC
1867
Solstein Capital
California
$766K +$34.7K +74 +5%
WIA
1868
Westbourne Investment Advisors
Maryland
$766K – – –
FF
1869
Friedenthal Financial
New Jersey
$765K +$765K +1,631 New
VCM
1870
Virtue Capital Management
Tennessee
$763K +$763K +1,638 New
WMP
1871
Wealth Management Partners
Arizona
$760K – – –
NRA
1872
NSI Retail Advisors
Pennsylvania
$754K -$469K -1,000 -38%
DOA
1873
D'Orazio & Associates
Virginia
$752K -$283K -604 -27%
CCM
1874
Cox Capital Management
Massachusetts
$750K – – –
PGCM
1875
Prescott Group Capital Management
Oklahoma
$750K – – –
73 74
75
76 77