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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 %
GC
2226
Garde Capital
Washington
$402K – – –
NAMP
2227
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$399K – – –
WI
2228
Wedgewood Investors
Pennsylvania
$398K – – –
PSB
2229
Piscataqua Savings Bank
New Hampshire
$398K +$35.2K +75 +10%
RWP
2230
Ridgecrest Wealth Partners
California
$397K -$1.88K -4 -0.5%
PWM
2231
Paulson Wealth Management
Illinois
$397K +$19.2K +41 +5%
OA
2232
Oxbow Advisors
Texas
$396K +$24.4K +52 +7%
CPA
2233
Cardiff Park Advisors
California
$395K – – –
CSWG
2234
Cardinal Strategic Wealth Guidance
Kentucky
$395K +$16.4K +35 +4%
GWWM
2235
Great Waters Wealth Management
Minnesota
$395K – – –
Financial Engines Advisors
2236
Financial Engines Advisors
California
$394K +$8.44K +18 +2%
LAM
2237
Lakewood Asset Management
Illinois
$393K +$469 +1 +0.1%
TCM
2238
Triumph Capital Management
Colorado
$393K -$172K -367 -30%
SFP
2239
Sterling Financial Planning
New Jersey
$393K – – –
TWA
2240
Tandem Wealth Advisors
Arizona
$392K -$164K -349 -29%
WHCI
2241
W.H. Cornerstone Investments
Massachusetts
$392K +$939 +2 +0.2%
TFGT
2242
TS Financial Group (TSFG)
Illinois
$391K +$469 +1 +0.1%
HAS
2243
HBW Advisory Services
California
$390K -$86.8K -185 -18%
DCM
2244
Dudley Capital Management
Virginia
$389K -$23K -49 -6%
JC
2245
JB Capital
Connecticut
$389K +$27.7K +59 +8%
KWS
2246
Keystone Wealth Services
California
$388K +$32.8K +70 +9%
NIM
2247
Nexus Investment Management
Ontario, Canada
$387K – – –
MHB
2248
Midwest Heritage Bank
Iowa
$387K – – –
TAM
2249
Tucker Asset Management
Colorado
$387K +$293K +624 +309%
SFG
2250
Sunburst Financial Group
Alabama
$387K +$2.34K +5 +0.6%
88 89
90
91 92