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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 %
OL
2026
Optas LLC
Texas
$586K +$31K +66 +6%
RWPA
2027
Richard W. Paul & Associates
Michigan
$586K +$469 +1 +0.1%
BONH
2028
Bank of New Hampshire
New Hampshire
$585K +$1.88K +4 +0.3%
CCA
2029
Clearwater Capital Advisors
Illinois
$585K +$4.69K +10 +0.8%
FNBSF
2030
First National Bank Sioux Falls
South Dakota
$585K – – –
RRC
2031
Relaxing Retirement Coach
Massachusetts
$584K +$73.6K +157 +14%
SWM
2032
Silverlake Wealth Management
Vermont
$583K -$25.3K -54 -4%
AWA
2033
Amplius Wealth Advisors
Pennsylvania
$583K +$58.2K +124 +11%
XWM
2034
Xcel Wealth Management
Florida
$582K +$94.7K +202 +19%
RIG
2035
Renaissance Investment Group
Massachusetts
$582K +$18.8K +40 +3%
TFA
2036
Transamerica Financial Advisors
Florida
$581K +$568K +1,212 +4,489%
PP
2037
Pegasus Partners
Wisconsin
$578K -$41.3K -88 -7%
PWM
2038
PBMares Wealth Management
Virginia
$574K – – –
JCIA
2039
Jackson Creek Investment Advisors
Colorado
$574K -$211K -449 -27%
GGI
2040
Godsey & Gibb Inc
Virginia
$573K -$24.9K -53 -4%
ACP
2041
Aviance Capital Partners
Florida
$573K +$82.5K +176 +17%
LWM
2042
Liberty Wealth Management
California
$571K -$12.7K -27 -2%
ATWA
2043
Arbor Trust Wealth Advisors
Michigan
$570K +$4.69K +10 +0.8%
GWS
2044
Glassman Wealth Services
Virginia
$569K +$32.4K +69 +6%
SWM
2045
Segment Wealth Management
Texas
$569K +$49.2K +105 +9%
TWA
2046
Talisman Wealth Advisors
New Jersey
$569K +$4.69K +10 +0.8%
EAM
2047
Evanson Asset Management
California
$568K +$113K +240 +25%
SP
2048
Successful Portfolios
Florida
$567K -$63.3K -135 -10%
1W
2049
1776 Wealth
Georgia
$566K +$566K +1,206 New
PWS
2050
Peloton Wealth Strategists
Indiana
$565K +$469 +1 +0.1%
80 81
82
83 84