LLY icon

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 %
APW
2401
Acima Private Wealth
Virginia
$304K – – –
BWM
2402
BigSur Wealth Management
Florida
$302K -$11.7K -25 -4%
EAM
2403
Empirical Asset Management
Massachusetts
$302K +$302K +645 New
OWA
2404
Opal Wealth Advisors
New York
$302K -$21.6K -46 -7%
PTCG
2405
Pring Turner Capital Group
California
$302K – – –
HIC
2406
Holderness Investments Company
North Carolina
$302K +$3.75K +8 +1%
LSA
2407
Lansing Street Advisors
Pennsylvania
$301K +$469 +1 +0.2%
AWM
2408
Ameliora Wealth Management
Switzerland
$300K -$188K -400 -38%
LFG
2409
Lockerman Financial Group
California
$300K -$30.9K -66 -9%
SNBOSD
2410
Security National Bank of So Dak
Iowa
$299K +$299K +638 New
RF
2411
Rollins Financial
Georgia
$299K +$299K +637 New
NIM
2412
Nicollet Investment Management
Minnesota
$298K – – –
NFG
2413
Northeast Financial Group
Pennsylvania
$298K +$12.2K +26 +4%
QC
2414
QCM Cayman
Texas
$298K -$327K -698 -52%
HCP
2415
Hexagon Capital Partners
Arkansas
$298K -$2.34K -5 -0.8%
EA
2416
Emerald Advisors
Washington
$297K +$469 +1 +0.2%
LFS
2417
Legacy Financial Strategies
Kansas
$297K -$19.2K -41 -6%
SOW
2418
State of Wyoming
Wyoming
$297K +$296K +632 +63,200%
THWM
2419
Taylor Hoffman Wealth Management
Virginia
$295K – – –
MHR
2420
Matthew Hamilton Rosenberg
$295K -$77.4K -165 -21%
CHJWM
2421
Carlton Hofferkamp & Jenks Wealth Management
Texas
$294K -$80.9K -180 -22%
ACM
2422
Ashford Capital Management
Delaware
$294K -$33.3K -71 -10%
RWS
2423
Resolute Wealth Strategies
Mississippi
$293K +$293K +626 New
JTWM
2424
Jackson Thornton Wealth Management
Alabama
$293K +$293K +625 New
KL
2425
KilterHowling LLC
Colorado
$292K – – –
95 96
97
98 99