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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 %
CFG
2001
CKW Financial Group
Hawaii
$611K +$328K +700 +116%
GTAM
2002
Global Trust Asset Management
Florida
$611K – – –
PWM
2003
Provident Wealth Management
Tennessee
$610K +$1.88K +4 +0.3%
LF
2004
Lee Financial
Texas
$608K +$144K +306 +31%
HMS
2005
Hanseatic Management Services
New Mexico
$608K +$556K +1,187 +1,079%
WQ
2006
Wealth Quarterback
New Jersey
$607K -$30K -64 -5%
WA1
2007
Wimmer Associates 1
California
$603K – – –
AA
2008
AlphaMark Advisors
Kentucky
$602K -$7.03K -15 -1%
SAM
2009
S.A. Mason
Michigan
$601K – – –
MW
2010
MBL Wealth
North Carolina
$601K +$189K +402 +46%
WTA
2011
Washington Trust Advisors
Massachusetts
$601K +$7.97K +17 +1%
FOA
2012
Five Oceans Advisors
California
$600K +$52.1K +111 +9%
BWP
2013
Baldwin Wealth Partners
Massachusetts
$597K -$11.7K -25 -2%
VBCG
2014
Valley Brook Capital Group
Pennsylvania
$596K -$108K -230 -15%
EM
2015
Excalibur Management
Massachusetts
$596K +$4.22K +9 +0.7%
FCA
2016
FLC Capital Advisors
California
$595K -$4.69K -10 -0.8%
VWM
2017
Valley Wealth Managers
New Jersey
$592K -$2.81K -6 -0.5%
ACM
2018
Altrius Capital Management
North Carolina
$592K -$29.5K -63 -5%
B
2019
Bridgeworth
Alabama
$592K +$87.7K +187 +17%
HFAS
2020
Hummer Financial Advisory Services
Illinois
$590K – – –
HWA
2021
HCR Wealth Advisors
California
$590K -$21.1K -45 -3%
TCWM
2022
Total Clarity Wealth Management
Illinois
$588K +$102K +217 +21%
TFP
2023
Tilia Fiduciary Partners
North Carolina
$588K +$5.63K +12 +1%
MA
2024
MBA Advisors
Pennsylvania
$587K – – –
MIM
2025
Miller Investment Management
Pennsylvania
$586K – – –
79 80
81
82 83