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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 %
RWI
2426
Red Wave Investments
Pennsylvania
$291K – – –
AWS
2427
AJ Wealth Strategies
New York
$291K +$291K +620 New
CWM
2428
Curi Wealth Management
North Carolina
$290K -$1.41K -3 -0.5%
PIA
2429
Powell Investment Advisors
Florida
$290K – – –
WFA
2430
Websterrogers Financial Advisors
South Carolina
$290K – – –
HBW
2431
Hazlett, Burt & Watson
West Virginia
$290K +$126K +269 +77%
SFC
2432
Strategic Financial Concepts
Texas
$290K +$11.7K +25 +4%
FWP
2433
Firethorn Wealth Partners
Georgia
$290K +$469 +1 +0.2%
THL
2434
Tillman Hartley LLC
Colorado
$290K +$16.4K +35 +6%
GAM
2435
Gould Asset Management
California
$289K – – –
CWA
2436
Canvas Wealth Advisors
Kansas
$287K -$5.97K -13 -2%
WIA
2437
World Investment Advisors
California
$287K +$1.41K +3 +0.5%
ARG
2438
Advisory Resource Group
Oklahoma
$287K -$1.41K -3 -0.5%
FMTCOCP
2439
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$287K -$100K -214 -26%
OAM
2440
Oberweis Asset Management
Illinois
$286K – – –
ML
2441
Mayport LLC
Massachusetts
$286K – – –
BA
2442
Bluesphere Advisors
Pennsylvania
$285K +$469 +1 +0.2%
PWMG
2443
Prestige Wealth Management Group
New Jersey
$285K -$1.04M -2,207 -78%
IAG
2444
Investment Advisory Group
Massachusetts
$284K +$5.63K +12 +2%
PAMG
2445
Patton Albertson Miller Group
Tennessee
$284K -$16.9K -36 -6%
GAMC
2446
Garner Asset Management Corp
Texas
$284K -$9.39K -20 -3%
V
2447
ViaWealth
Kansas
$284K – – –
BBA
2448
Baader Bank Aktiengesellschaft
Germany
$284K +$284K +779 New
RWM
2449
Reston Wealth Management
Virginia
$283K -$6.1K -13 -2%
WCFA
2450
Walkner Condon Financial Advisors
Wisconsin
$283K +$5.16K +11 +2%
96 97
98
99 100