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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 %
MCM
1951
McRae Capital Management
New Jersey
$655K -$23.4K -50 -3%
PVAMC
1952
PPS&V Asset Management Consultants
Michigan
$653K +$26.3K +56 +4%
TIM
1953
Tevis Investment Management
Texas
$651K -$42.7K -91 -6%
LIA
1954
LS Investment Advisors
Michigan
$650K – – –
CAMV
1955
Concord Asset Management (Virginia)
Virginia
$648K +$81.6K +174 +14%
TGAM
1956
TBH Global Asset Management
Tennessee
$647K +$102K +217 +19%
NDSI
1957
Newman Dignan & Sheerar Inc
Rhode Island
$647K – – –
GCM
1958
Gables Capital Management
Florida
$647K – – –
WA
1959
Wambolt & Associates
Colorado
$645K +$11.7K +25 +2%
PCH
1960
PGIM Custom Harvest
New Jersey
$644K -$49.7K -106 -7%
SHA
1961
Seneca House Advisors
Virginia
$644K -$22K -47 -3%
WIC
1962
Wilkins Investment Counsel
Massachusetts
$643K -$84.5K -180 -12%
EIP
1963
Ellis Investment Partners
Pennsylvania
$643K +$168K +359 +36%
PWM
1964
Prentice Wealth Management
New York
$638K -$72.7K -155 -10%
KCM
1965
Kanawha Capital Management
Virginia
$638K +$4.22K +9 +0.7%
WP
1966
WealthPLAN Partners
Nebraska
$635K -$89.1K -190 -12%
FFS
1967
Founders Financial Securities
Maryland
$635K -$240K -512 -27%
RA
1968
Riverstone Advisors
Texas
$633K – – –
PMFA
1969
Plante Moran Financial Advisors
Michigan
$633K -$3.75K -8 -0.6%
TW
1970
TrinityPoint Wealth
Connecticut
$633K +$51.1K +109 +9%
MAG
1971
Mayfair Advisory Group
Alabama
$632K – – –
PFM
1972
Phillips Financial Management
Indiana
$631K +$209K +446 +50%
DSAM
1973
Dock Street Asset Management
Florida
$631K – – –
BMCM
1974
Bryn Mawr Capital Management
Pennsylvania
$631K +$110K +235 +21%
FAM
1975
Flaharty Asset Management
Florida
$630K -$11.3K -24 -2%
77 78
79
80 81