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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 %
HPM
2101
Hoxton Planning & Management
West Virginia
$512K -$28.1K -60 -5%
FM
2102
Foster & Motley
Ohio
$512K +$512K +1,091 New
SA
2103
Strategic Advisors
New York
$511K +$34.2K +73 +7%
MKC
2104
M. Kraus & Co
Vermont
$510K -$2.35K -5 -0.5%
WC
2105
Waterloo Capital
Texas
$509K +$509K +1,086 New
RCG
2106
Regatta Capital Group
California
$507K -$61.9K -132 -11%
ACM
2107
Antonetti Capital Management
Florida
$506K -$93.8K -200 -16%
PHS
2108
Pekin Hardy Strauss
Illinois
$505K +$119K +254 +31%
FPGK
2109
Financial Partners Group (Kansas)
Kansas
$503K -$30.6K -68 -6%
NWA
2110
Navis Wealth Advisors
New York
$503K +$469 +1 +0.1%
REMPR
2111
Roof Eidam Maycock Peralta (REMP)
California
$502K – – –
CA
2112
Carson Advisory
Georgia
$500K -$46.4K -99 -9%
RIS
2113
Retirement Income Solutions
Michigan
$499K – – –
TA
2114
TrueWealth Advisors
Alabama
$499K – – –
SIA
2115
Soltis Investment Advisors
Utah
$498K +$36.6K +78 +8%
GAM
2116
GEM Asset Management
Michigan
$496K – – –
AC
2117
ASB Consultores
Florida
$495K +$64.3K +137 +15%
HCP
2118
Holt Capital Partners
Texas
$495K +$495K +1,056 New
IWP
2119
Innova Wealth Partners
Pennsylvania
$495K -$162K -345 -25%
COCM
2120
Charter Oak Capital Management
New Hampshire
$494K +$34.7K +74 +8%
CAL
2121
Capital Analysts LLC
Pennsylvania
$490K +$330K +703 +206%
AW
2122
Avion Wealth
Texas
$488K +$15.9K +34 +3%
AIM
2123
Avity Investment Management
Connecticut
$488K +$16.4K +35 +3%
AAM
2124
Azzad Asset Management
Virginia
$488K -$69.8K -149 -13%
SFP
2125
Sandbox Financial Partners
Maryland
$486K -$144K -306 -23%
83 84
85
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