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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 %
MAM
2326
Milestone Asset Management
Pennsylvania
$342K – – –
IFA
2327
Index Fund Advisors
California
$341K +$42.7K +91 +14%
LA
2328
Lakeside Advisors
Washington
$341K +$341K +727 New
SAM
2329
Secure Asset Management
Michigan
$341K +$14.5K +31 +4%
AAM
2330
Auxier Asset Management
Oregon
$340K – – –
WCG
2331
Weaver Consulting Group
California
$340K +$24.9K +53 +8%
GWM
2332
GSB Wealth Management
Connecticut
$340K +$29.1K +62 +9%
PFGIA
2333
Patriot Financial Group Insurance Agency
Massachusetts
$339K +$3.75K +8 +1%
AAMA
2334
Advanced Asset Management Advisors
Ohio
$338K -$1.41K -3 -0.4%
FMN
2335
Financial Management Network
California
$337K – – –
APW
2336
Aurora Private Wealth
New Jersey
$337K -$15.9K -34 -5%
KC
2337
Knuff & Co
California
$336K +$32.8K +70 +11%
FC
2338
Forte Capital
New York
$336K – – –
HCA
2339
Horan Capital Advisors
Ohio
$334K – – –
TP
2340
Tranquility Partners
Tennessee
$333K -$14.1K -30 -4%
R
2341
Rebalance
California
$333K -$1.41K -3 -0.4%
PEA
2342
Park Edge Advisors
Ohio
$333K – – –
EWM
2343
Endowment Wealth Management
Wisconsin
$331K +$18.3K +39 +6%
SFA
2344
Source Financial Advisors
New York
$331K +$331K +706 New
BW
2345
BIP Wealth
Georgia
$331K -$9.38K -20 -3%
IIA
2346
IPG Investment Advisors
California
$331K +$32.8K +70 +11%
PMG
2347
Private Management Group
California
$330K +$24.4K +52 +8%
WSWA
2348
Warren Street Wealth Advisors
California
$329K +$16.4K +35 +5%
TWM
2349
TriaGen Wealth Management
California
$329K +$329K +702 New
DLG
2350
Daniel L. Goodwin
$328K -$46.9K -100 -13%
92 93
94
95 96