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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 %
AWG
2451
Altus Wealth Group
Colorado
$283K – – –
CCP
2452
Carmel Capital Partners
California
$283K +$1.88K +4 +0.7%
SIA
2453
Sage Investment Advisers
New York
$282K -$37.5K -80 -12%
ST
2454
Somerset Trust
Pennsylvania
$282K – – –
CJFS
2455
Coulter & Justus Financial Services
Tennessee
$282K – – –
DIP
2456
DT Investment Partners
Pennsylvania
$282K +$4.98K +11 +2%
ICP
2457
Interchange Capital Partners
Pennsylvania
$281K +$281K +600 New
CFA
2458
Camarda Financial Advisors
Florida
$281K -$11.7K -25 -4%
APC
2459
Aspire Private Capital
North Carolina
$281K – – –
AWS
2460
Arkfeld Wealth Strategies
Nebraska
$281K +$5.73K +13 +2%
CW
2461
CIC Wealth
Maryland
$280K +$280K +598 New
AIM
2462
Alhambra Investment Management
Florida
$279K +$279K +595 New
HB
2463
Horizon Bancorp
Indiana
$279K -$938 -2 -0.3%
CFG
2464
Compton Financial Group
Maryland
$279K – – –
FPTW
2465
Franklin, Parlapiano, Turner & Welch
Texas
$279K +$279K +594 New
AF
2466
Apexium Financial
Texas
$278K -$28.1K -60 -9%
LI
2467
LVZ Inc
Michigan
$278K -$9.38K -20 -3%
FFL
2468
Financial Freedom LLC
Ohio
$278K -$13.1K -28 -5%
AI
2469
Atom Investors
Texas
$278K +$278K +592 New
LAM
2470
Lifestyle Asset Management
Texas
$278K +$278K +592 New
KWM
2471
KFG Wealth Management
Indiana
$277K – – –
SIS
2472
Strategic Investment Solutions
Illinois
$277K – – –
HH
2473
HWG Holdings
Texas
$277K +$277K +591 New
DA
2474
Detalus Advisors
Missouri
$277K – – –
PAG
2475
Paladin Advisory Group
Iowa
$277K – – –
97 98
99
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