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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 %
RWMG
1876
Redwood Wealth Management Group
New Jersey
$750K -$29.1K -62 -4%
KWA
1877
Kellett Wealth Advisors
Ohio
$749K -$32.8K -70 -4%
HFM
1878
Hartford Funds Management
Pennsylvania
$748K -$11.7K -25 -2%
IAIM
1879
Industrial Alliance Investment Management
Quebec, Canada
$747K -$9.89M -21,083 -93%
JMFC
1880
J.M. Forbes & Co
Massachusetts
$747K – – –
OTPPB
1881
Ontario Teachers' Pension Plan Board
Ontario, Canada
$746K -$675K -1,439 -47%
PSP
1882
Pacific Sage Partners
Washington
$746K +$10.3K +22 +1%
UAML
1883
US Asset Management LLC
Pennsylvania
$745K -$28.6K -61 -4%
NFA
1884
Northern Financial Advisors
Michigan
$744K +$4.22K +9 +0.6%
PA
1885
Paragon Advisors
Texas
$743K -$1.13M -2,410 -60%
JE
1886
JMAC Enterprises
Pennsylvania
$741K – – –
OP
1887
ORG Partners
Indiana
$741K +$741K +1,588 New
MWPCG
1888
Measured Wealth Private Client Group
New Hampshire
$737K -$31K -66 -4%
PCMC
1889
Paragon Capital Management (Colorado)
Colorado
$734K +$469 +1 +0.1%
AGC
1890
Aspen Grove Capital
Colorado
$734K +$244K +520 +50%
CPA
1891
Court Place Advisors
Maryland
$733K – – –
SB
1892
Sunflower Bank
Texas
$732K +$10.3K +22 +1%
SOS
1893
Silver Oak Securities
Tennessee
$732K +$171K +364 +30%
BIA
1894
BHK Investment Advisors
Alabama
$729K -$98K -209 -12%
CTWM
1895
Cherry Tree Wealth Management
Minnesota
$728K +$728K +1,553 New
WWP
1896
WR Wealth Planners
Missouri
$728K +$306K +652 +72%
CCA
1897
Cobblestone Capital Advisors
New York
$726K -$117K -250 -14%
AIA
1898
Angeles Investment Advisors
California
$725K +$401K +856 +124%
NF
1899
Nvest Financial
New Hampshire
$724K +$469 +1 +0.1%
AIM
1900
Athena Investment Management
California
$724K -$9.38K -20 -1%
74 75
76
77 78