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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 %
AFCM
2276
Applied Finance Capital Management
Puerto Rico
$371K +$16.4K +35 +5%
MAM
2277
McCarthy Asset Management
California
$371K – – –
BFWA
2278
Benchmark Financial Wealth Advisors
Florida
$370K +$370K +789 New
CMBA
2279
C.M. Bidwell & Associates
Hawaii
$370K +$238K +507 +180%
MC
2280
Middleton & Co
Massachusetts
$369K – – –
FB
2281
First Bancorp
Maine
$369K -$10.8K -23 -3%
SFG
2282
Sovereign Financial Group
Connecticut
$367K +$367K +783 New
MJRIC
2283
Mogy Joel R Investment Counsel
California
$367K +$53.9K +115 +17%
JWM
2284
Janiczek Wealth Management
Colorado
$366K -$81.1K -173 -18%
HCMG
2285
Howard Capital Management Group
California
$366K -$170K -363 -32%
IDA
2286
Intelligence Driven Advisers
California
$365K +$62.1K +134 +20%
PBF
2287
Petix & Botte Financial
California
$364K +$364K +776 New
CA
2288
Crewe Advisors
Utah
$362K -$81.1K -173 -18%
ACA
2289
Anchor Capital Advisors
Massachusetts
$360K -$332K -708 -48%
TFA
2290
Tobias Financial Advisors
Florida
$359K +$359K +766 New
AFG
2291
ABLE Financial Group
Arizona
$357K +$42.7K +91 +14%
SOAG
2292
Silver Oak Advisory Group
Oregon
$357K – – –
PWP
2293
Phillips Wealth Planners
Mississippi
$357K -$26.7K -57 -7%
AFM
2294
Armstrong Fleming & Moore
District of Columbia
$357K +$357K +760 New
SEP
2295
Southland Equity Partners
Missouri
$356K +$10.3K +22 +3%
CWM
2296
Campbell Wealth Management
Virginia
$356K – – –
BWM
2297
Baystate Wealth Management
Massachusetts
$355K +$132K +282 +59%
DAM
2298
Delta Asset Management
Tennessee
$354K +$30.5K +65 +9%
GAM
2299
Gemmer Asset Management
California
$353K – – –
PPW
2300
Pasadena Private Wealth
California
$352K – – –
90 91
92
93 94