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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 %
JCM
2076
Janney Capital Management
Pennsylvania
$534K – – –
AA
2077
Auxano Advisors
Washington
$533K – – –
Parnassus Investments
2078
Parnassus Investments
California
$531K +$47.8K +102 +10%
FWA
2079
FSM Wealth Advisors
Ohio
$531K +$107K +244 +25%
MVA
2080
Mount Vernon Associates
Maryland
$530K -$11.3K -24 -2%
AIM
2081
Aurora Investment Managers
Florida
$530K – – –
FAG
2082
Financial Advisory Group
Texas
$530K – – –
ISB
2083
Iowa State Bank
Iowa
$530K – – –
AFG
2084
Albion Financial Group
Utah
$528K +$47.8K +102 +10%
LT
2085
Legacy Trust
Michigan
$528K -$8.91K -19 -2%
LL
2086
LWMG LLC
Minnesota
$528K -$7.03K -15 -1%
TFA
2087
Triad Financial Advisors
North Carolina
$527K -$25.3K -54 -5%
BCMLT
2088
Beacon Capital Management LLC (Tennessee)
Tennessee
$526K +$75K +160 +17%
SFS
2089
Security Financial Services
Indiana
$525K -$550K -1,172 -51%
ECA
2090
Elevated Capital Advisors
Utah
$524K +$27.7K +59 +6%
BC
2091
Barrett & Company
Rhode Island
$522K +$938 +2 +0.2%
CCA
2092
Cora Capital Advisors
New Jersey
$521K +$72.2K +154 +16%
LF
2093
Lantz Financial
Illinois
$521K +$44.1K +94 +9%
QFA
2094
Quantum Financial Advisors
California
$520K – – –
WA
2095
Wealth Architects
California
$517K -$77.4K -165 -13%
MP
2096
McDonald Partners
Ohio
$516K -$11.7K -25 -2%
JF
2097
JSF Financial
California
$514K +$44.5K +95 +9%
ES
2098
Eagle Strategies
New York
$513K +$17.4K +37 +4%
RDFA
2099
Ritter Daniher Financial Advisory
Ohio
$513K +$70.3K +150 +16%
SCA
2100
Stillwater Capital Advisors
Pennsylvania
$513K – – –
82 83
84
85 86