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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 %
WCM
1926
Wedge Capital Management
North Carolina
$678K -$16.9K -36 -2%
MAM
1927
McLean Asset Management
Virginia
$675K +$12.2K +26 +2%
FCB
1928
First Command Bank
Texas
$672K -$138K -294 -17%
FCFS
1929
First Command Financial Services
Texas
$672K -$138K -294 -17%
RIM
1930
Reliant Investment Management
Tennessee
$672K – – –
GFL
1931
Granite FO LLC
New Hampshire
$668K -$1.54M -3,275 -70%
PFG
1932
Prosperity Financial Group
California
$668K +$37K +79 +6%
CWM
1933
Circle Wealth Management
New Jersey
$666K -$47.8K -102 -7%
SAM
1934
Summit Asset Management
Tennessee
$665K -$19.7K -42 -3%
CA
1935
Claro Advisors
Massachusetts
$665K +$32.8K +70 +5%
CPA
1936
Capital Planning Advisors
California
$665K -$3.75K -8 -0.6%
GFPC
1937
Global Financial Private Client
Florida
$664K – – –
OCG
1938
Opus Capital Group
Ohio
$664K +$8.91K +19 +1%
RMAM
1939
Raab & Moskowitz Asset Management
New Jersey
$664K +$10.3K +22 +2%
SFS
1940
Summit Financial Strategies
Ohio
$662K -$163K -348 -20%
MSFP
1941
Mark Sheptoff Financial Planning
Connecticut
$661K – – –
FRA
1942
Front Row Advisors
California
$660K – – –
FCA
1943
Fortis Capital Advisors
Kansas
$660K +$253K +539 +62%
MSFS
1944
Main Street Financial Solutions
Pennsylvania
$659K -$191K -408 -22%
FCA
1945
FinTrust Capital Advisors
South Carolina
$659K – – –
AIP
1946
Almanack Investment Partners
Pennsylvania
$659K +$142K +302 +27%
CF
1947
Cantor Fitzgerald
New York
$658K +$299K +638 +83%
DC
1948
DeDora Capital
California
$657K +$321K +685 +96%
CIP
1949
Convergence Investment Partners
Florida
$657K -$24.4K -52 -4%
CG
1950
Cutler Group
California
$657K +$657K +1,402 New
76 77
78
79 80