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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 %
TCPWM
2376
Traverso Chambers Private Wealth Management
California
$318K – – –
BFIM
2377
Beese Fulmer Investment Management
Ohio
$318K +$469 +1 +0.1%
AWM
2378
Accel Wealth Management
Iowa
$318K +$227K +485 +251%
SIAP
2379
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$317K -$394K -840 -55%
TPW
2380
TL Private Wealth
Texas
$317K -$181K -400 -36%
IWA
2381
Inspirion Wealth Advisors
Illinois
$317K -$469 -1 -0.1%
CF
2382
Clarity Financial
Texas
$314K +$314K +670 New
LIA
2383
Luken Investment Analytics
Tennessee
$314K – – –
SIAG
2384
Safeguard Investment Advisory Group
California
$314K +$6.56K +14 +2%
KIG
2385
Kessler Investment Group
Indiana
$314K +$15.5K +33 +5%
AFP
2386
Alpha Financial Partners
Kentucky
$314K – – –
AC
2387
AlphaCore Capital
California
$313K +$313K +667 New
AP
2388
Adero Partners
California
$312K +$13.1K +28 +4%
CIM
2389
Chiron Investment Management
New York
$311K +$311K +664 New
GWSA
2390
Global Wealth Strategies & Associates
Colorado
$311K – – –
TJHA
2391
Thomas J. Herzfeld Advisors
Florida
$310K -$469 -1 -0.2%
CFAM
2392
Center For Asset Management
Florida
$310K +$36.6K +78 +13%
JCM
2393
J2 Capital Management
Michigan
$310K -$41.3K -88 -12%
AIM
2394
Arcadia Investment Management
Michigan
$309K +$74.6K +159 +32%
FC
2395
Financial Council
Maryland
$309K +$19.7K +42 +7%
IA
2396
IFG Advisors
Missouri
$307K +$11.3K +24 +4%
VAM
2397
Verity Asset Management
North Carolina
$306K -$320K -682 -51%
PWA
2398
Peterson Wealth Advisors
Utah
$305K – – –
EA
2399
Ergawealth Advisors
Illinois
$305K – – –
AA
2400
Addison Advisors
Vermont
$305K – – –
94 95
96
97 98