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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 %
GAA
1976
Green Alpha Advisors
Colorado
$629K – – –
KIG
1977
Kennedy Investment Group
New Jersey
$627K -$2.35K -5 -0.4%
DBT
1978
Dubuque Bank & Trust
Iowa
$626K -$22K -47 -3%
OCM
1979
Orion Capital Management
California
$626K – – –
WCA
1980
Waypoint Capital Advisors
Minnesota
$625K +$4.69K +10 +0.8%
PI
1981
Pettee Investors
Connecticut
$624K – – –
EIA
1982
Edgemoor Investment Advisors
Maryland
$623K – – –
GSIAS
1983
Garden State Investment Advisory Services
New Jersey
$620K +$620K +1,322 New
MPW
1984
Monterey Private Wealth
California
$620K -$327K -698 -35%
MIA
1985
MainStreet Investment Advisors
Illinois
$620K -$13.1K -28 -2%
RFG
1986
RFP Financial Group
Georgia
$620K +$121K +258 +24%
AFO
1987
Arrowroot Family Office
California
$619K +$938 +2 +0.2%
CA
1988
Calton & Associates
Florida
$619K +$61.4K +131 +11%
WE
1989
Wealth Effects
Massachusetts
$619K +$4.69K +10 +0.8%
DU
1990
Delphia (USA)
Ontario, Canada
$619K -$49.3K -105 -7%
ML
1991
McAdam LLC
Pennsylvania
$618K +$183K +390 +42%
LAM
1992
LifePro Asset Management
California
$618K -$340K -724 -35%
TFCP
1993
Twin Focus Capital Partners
Massachusetts
$616K +$57.7K +123 +10%
HC
1994
Hamilton Capital
Ohio
$614K -$27.2K -58 -4%
ZF
1995
Zhang Financial
Michigan
$613K -$8.44K -18 -1%
FCFC
1996
First Commonwealth Financial Corp
Pennsylvania
$613K – – –
KA
1997
Klingman & Associates
New York
$612K +$101K +216 +20%
EB
1998
Exchange Bank
California
$612K +$612K +1,304 New
JHCP
1999
Jackson Hole Capital Partners
Oklahoma
$611K -$22.5K -48 -4%
CAL
2000
Capital Advisors Ltd
Ohio
$611K +$290K +617 +90%
78 79
80
81 82