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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 %
BA
2301
Birinyi Associates
Connecticut
$352K -$446K -950 -56%
EL
2302
EMFO LLC
Florida
$352K -$703K -1,500 -67%
PFC
2303
Phocas Financial Corp
California
$352K +$23.4K +50 +7%
CBA
2304
Coastal Bridge Advisors
Connecticut
$351K – – –
EAM
2305
EdenTree Asset Management
United Kingdom
$351K +$351K +750 New
IA
2306
Insight Advisors
Pennsylvania
$351K +$19.7K +42 +6%
PCA
2307
Prosperity Capital Advisors
Ohio
$350K – – –
MC
2308
Montag & Caldwell
Georgia
$350K – – –
PCM
2309
Palisade Capital Management
New Jersey
$349K – – –
VCM
2310
Versant Capital Management
Arizona
$348K -$2.35K -5 -0.7%
NCMW
2311
Northern Capital Management (Washington)
Washington
$348K – – –
APA
2312
Astoria Portfolio Advisors
New York
$348K +$1.3K +3 +0.4%
SAF
2313
Smith Anglin Financial
Texas
$348K -$13.1K -28 -4%
AWA
2314
Aletheian Wealth Advisors
Washington
$348K +$20.6K +44 +6%
AWCI
2315
Alpine Woods Capital Investors
New York
$347K – – –
SAM
2316
Sycomore Asset Management
France
$347K +$241K +524 +226%
AP
2317
Arlington Partners
Alabama
$347K +$61.9K +132 +22%
EL
2318
EWA LLC
Pennsylvania
$347K +$17.8K +38 +5%
MWA
2319
Motive Wealth Advisors
Michigan
$345K +$3.75K +8 +1%
BWM
2320
BlackDiamond Wealth Management
New York
$345K +$44.8K +98 +15%
HIMC
2321
Heritage Investors Management Corp
Maryland
$345K -$11.3K -24 -3%
HT
2322
Headlands Technologies
Illinois
$345K -$85.8K -183 -20%
OWP
2323
Obermeyer Wealth Partners
Colorado
$343K -$38.5K -82 -10%
KIG
2324
Kowal Investment Group
Wisconsin
$343K +$42.2K +90 +14%
WB
2325
Webster Bank
Connecticut
$342K -$563K -1,200 -62%
91 92
93
94 95