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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 %
VFPI
2126
Vantage Financial Partners (Illinois)
Illinois
$485K -$23.4K -50 -5%
ZIG
2127
Zullo Investment Group
Pennsylvania
$484K +$2.35K +5 +0.5%
TNBTD
2128
Trustmark National Bank Trust Department
Mississippi
$484K -$296K -631 -38%
CA
2129
Callahan Advisors
Texas
$483K +$70.3K +150 +17%
SSG
2130
Summit Securities Group
New York
$483K -$242K -517 -33%
SN
2131
Sittner & Nelson
Oregon
$482K +$11.7K +25 +2%
CVM
2132
Cheviot Value Management
California
$480K – – –
BIA
2133
Beacon Investment Advisors
Maryland
$480K – – –
PA
2134
PFW Advisors
Georgia
$479K +$479K +906 New
DLHL
2135
Donald L. Hagan LLC
Florida
$478K – – –
AAM
2136
Alphadyne Asset Management
New York
$478K +$478K +1,020 New
CIA
2137
CCM Investment Advisers
South Carolina
$476K -$93.8K -200 -16%
CAM
2138
Concorde Asset Management
Michigan
$475K +$475K +1,013 New
CT
2139
Columbia Trust
Oregon
$475K -$11.7K -25 -2%
CRWM
2140
Castle Rock Wealth Management
California
$475K +$466 +1 +0.1%
CPC
2141
Consolidated Planning Corp
Georgia
$474K +$474K +1,010 New
PO
2142
Private Ocean
California
$473K – – –
PWG
2143
Portside Wealth Group
Utah
$470K +$470K +1,003 New
FSA
2144
Franklin Street Advisors
North Carolina
$470K +$46.9K +100 +11%
KI
2145
Kapitalo Investimentos
Brazil
$469K +$469K +1,001 New
HWM
2146
Hemington Wealth Management
Virginia
$469K -$21.1K -45 -4%
DAM
2147
Doheny Asset Management
California
$469K – – –
MIM
2148
Montgomery Investment Management
Maryland
$469K – – –
CAM
2149
Cacti Asset Management
Georgia
$469K – – –
MCM
2150
Mendel Capital Management
Arkansas
$469K – – –
84 85
86
87 88