LLY icon

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 %
RCG
2151
Rock Creek Group
District of Columbia
$468K +$135K +288 +41%
TFF
2152
The Family Firm
Maryland
$468K +$938 +2 +0.2%
RPCA
2153
Running Point Capital Advisors
California
$468K +$5.16K +11 +1%
NCM
2154
Noesis Capital Mangement
Florida
$466K -$28.1K -60 -6%
NC
2155
NBW Capital
Massachusetts
$462K -$3.28K -7 -0.7%
TFO
2156
Tarbox Family Office
California
$462K -$2.35K -5 -0.5%
AP
2157
Advisors Preferred
Maryland
$461K -$209K -453 -31%
LSIA
2158
LaSalle St. Investment Advisors
Illinois
$461K -$106K -227 -19%
BSSFA
2159
Baron Silver Stevens Financial Advisors
Florida
$461K +$28.6K +61 +7%
SL
2160
Stevard LLC
Illinois
$461K +$10.3K +22 +2%
AWM
2161
Aprio Wealth Management
Georgia
$459K -$51.6K -110 -10%
ZIG
2162
Zuckerman Investment Group
Illinois
$456K -$7.5K -16 -2%
PCIG
2163
Partners Capital Investment Group
Massachusetts
$455K +$455K +970 New
SC
2164
Searle & Co
Connecticut
$455K – – –
SMA
2165
Seven Mile Advisory
New Jersey
$454K +$454K +969 New
MWM
2166
Mascoma Wealth Management
New Hampshire
$453K -$161K -309 -26%
EFH
2167
Eaton Financial Holdings
Florida
$453K +$11.7K +25 +3%
AWM
2168
Aberdeen Wealth Management
Illinois
$448K – – –
DF
2169
Dunhill Financial
United Kingdom
$447K +$447K +810 New
PFA
2170
Plotkin Financial Advisors
Maryland
$447K – – –
BFG
2171
Beacon Financial Group
Texas
$447K +$30.2K +65 +7%
KCPG
2172
Kavar Capital Partners Group
Kansas
$446K +$108K +231 +32%
JCM
2173
Jacobsen Capital Management
Utah
$446K +$446K +950 New
CCT
2174
Capital City Trust
Florida
$444K – – –
RWM
2175
RKL Wealth Management
Pennsylvania
$444K -$14.5K -31 -3%
85 86
87
88 89