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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 %
CWAG
2351
Compton Wealth Advisory Group
Virginia
$328K -$7.5K -16 -2%
HRC
2352
Hoertkorn Richard Charles
$328K – – –
HR
2353
Howe & Rusling
New York
$328K -$26.7K -57 -8%
AL
2354
Aspiriant LLC
California
$328K +$8.91K +19 +3%
FWM
2355
Fairhaven Wealth Management
Illinois
$327K +$327K +698 New
CWC
2356
Carolinas Wealth Consulting
North Carolina
$327K -$1.46K -185 -0.4%
KAM
2357
Knightsbridge Asset Management
California
$326K -$326K -693 -50%
OCBCO
2358
Oversea-Chinese Banking Corp (OCBC)
Singapore
$326K -$371K -791 -53%
CST
2359
Charles Schwab Trust
Nevada
$325K +$19.3K +45 +6%
VAG
2360
VisionPoint Advisory Group
Texas
$324K -$19.7K -42 -6%
EA
2361
Echo45 Advisors
California
$324K -$29.1K -62 -8%
ACM
2362
Advance Capital Management
Michigan
$324K +$17.4K +37 +6%
DSC
2363
Duncker Streett & Co
Missouri
$323K -$8.44K -18 -3%
GF
2364
Gries Financial
Ohio
$323K – – –
BPFA
2365
Barnes Pettey Financial Advisors
Mississippi
$323K – – –
KFI
2366
Key Financial Inc
Pennsylvania
$323K +$31.9K +68 +11%
CIG
2367
Cascade Investment Group
Colorado
$322K – – –
NWM
2368
Northwest Wealth Management
Iowa
$322K -$15.5K -33 -5%
SLT
2369
St Louis Trust
Missouri
$322K – – –
GHA
2370
GW Henssler & Associates
Georgia
$322K -$10.8K -23 -3%
KCM
2371
Kaye Capital Management
California
$322K -$24.4K -52 -7%
MFA
2372
Morling Financial Advisors
California
$320K -$36.6K -78 -10%
GI
2373
Gradient Investments
Minnesota
$320K +$53.5K +114 +20%
JSAM
2374
J. Safra Asset Management
New York
$319K – – –
KIM
2375
Karpus Investment Management
New York
$319K – – –
93 94
95
96 97