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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 %
PPWM
2176
Paragon Private Wealth Management
Kentucky
$444K – – –
PGA
2177
Portland Global Advisors
Maine
$443K – – –
TSS
2178
Two Sigma Securities
New York
$443K -$88.6K -189 -17%
PIA
2179
Perennial Investment Advisors
California
$442K +$20.2K +43 +5%
NAG
2180
Northstar Advisory Group
New Jersey
$442K -$783K -1,670 -64%
CWM
2181
Centurion Wealth Management
Virginia
$441K -$469 -1 -0.1%
AWM
2182
Avaii Wealth Management
Wisconsin
$440K +$25.8K +55 +6%
PIAS
2183
PCA Investment Advisory Services
Ohio
$440K +$13.1K +28 +3%
CCP
2184
Cassia Capital Partners
North Carolina
$438K -$44.6K -95 -9%
PWM
2185
PRW Wealth Management
Massachusetts
$437K +$8.94K +20 +2%
LCM
2186
Leisure Capital Management
California
$435K -$563K -1,200 -56%
AT
2187
Avalon Trust
New Mexico
$435K +$284K +605 +187%
FAFN
2188
First Affirmative Financial Network
Colorado
$432K +$100K +214 +30%
MTIC
2189
Missouri Trust & Investment Company
Missouri
$431K +$68K +145 +19%
FL
2190
Fort LP
Maryland
$429K -$43.1K -92 -9%
OBGC
2191
O'Brien Greene & Co
Pennsylvania
$429K -$11.7K -25 -3%
KCFA
2192
Key Client Fiduciary Advisors
New Jersey
$429K +$1.88K +4 +0.4%
TA
2193
TFB Advisors
Kansas
$429K +$51.6K +110 +14%
CWM
2194
Cordatus Wealth Management
Pennsylvania
$428K +$428K +912 New
CWM
2195
Cedar Wealth Management
California
$426K – – –
CA
2196
Commerzbank Aktiengesellschaft
Germany
$426K +$97.9K +209 +30%
GG
2197
Greenwood Gearhart
Arkansas
$423K -$1.88K -4 -0.4%
OPOWM
2198
One Plus One Wealth Management
Florida
$422K – – –
AW
2199
Alaethes Wealth
Nevada
$422K +$32.8K +70 +8%
SRSA
2200
S.R. Schill & Associates
Washington
$422K – – –
86 87
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