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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 %
NF
2251
Nikulski Financial
Iowa
$387K -$35.2K -75 -8%
MLRA
2252
Main Line Retirement Advisors
Montana
$386K +$386K +824 New
WA
2253
Wealthstream Advisors
New York
$386K +$20.6K +44 +6%
HL
2254
HeadInvest LLC
Maine
$384K -$77.1K -146 -17%
LCS
2255
Levin Capital Strategies
New York
$382K +$382K +815 New
AC
2256
Apella Capital
Connecticut
$380K +$380K +811 New
P
2257
&Partners
Tennessee
$380K +$63.3K +135 +20%
MIS
2258
Morningstar Investment Services
Illinois
$379K +$379K +818 New
FFL
2259
Future Fund LLC
Illinois
$378K +$378K +805 New
BMC
2260
Benin Management Corp
Connecticut
$377K -$45K -96 -11%
PP
2261
PrairieView Partners
Minnesota
$377K +$1.88K +4 +0.5%
CC
2262
Callan Capital
California
$376K +$56.3K +120 +18%
1WM
2263
1900 Wealth Management
Texas
$376K +$75.5K +161 +25%
DJYG
2264
David J. Yvars Group
Florida
$376K – – –
DAM
2265
Diamant Asset Management
Connecticut
$375K – – –
HPC
2266
Hobart Private Capital
North Carolina
$375K – – –
SWM
2267
Sculati Wealth Management
Michigan
$375K – – –
TPWM
2268
Twelve Points Wealth Management
Massachusetts
$375K – – –
WWM
2269
WT Wealth Management
Arizona
$375K – – –
WWM
2270
WJ Wealth Management
Arizona
$375K +$375K +800 New
CG
2271
CFO4Life Group
Texas
$374K +$374K +798 New
WP
2272
Westmount Partners
California
$374K -$8.44K -18 -2%
CA
2273
CGN Advisors
Kansas
$373K -$12.2K -26 -3%
LPAM
2274
Lodestar Private Asset Management
California
$372K +$41.3K +88 +12%
FPCG
2275
Fort Pitt Capital Group
Pennsylvania
$371K -$28.1K -60 -7%
89 90
91
92 93