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Eli Lilly
LLY

Overview Fund Activity

2,958 hedge funds and large institutions have $421B invested in Eli Lilly in 2023 Q3 according to their latest regulatory filings, with 277 funds opening new positions, 1,077 increasing their positions, 1,183 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,958
Holders Change
+160
Holders Change %
+5.72%
% of All Funds
47.16%
Holding in Top 10
301
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+25.94%
% of All Funds
4.8%
New
277
Increased
1,077
Reduced
1,183
Closed
83
Calls
$4.49B
Puts
$4.8B
Net Calls
-$313M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$894M
2
BlackRock
BlackRock
New York
+$656M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$436M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$354M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$347M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.03B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$858M
3
Lilly Endowment
Lilly Endowment
Indiana
-$561M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$437M
5
Franklin Resources
Franklin Resources
California
-$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMG
2501
Patton Albertson Miller Group
Tennessee
$335K +$9.13K +17 +3%
KL
2502
KilterHowling LLC
Colorado
$334K – – –
DIP
2503
DT Investment Partners
Pennsylvania
$334K – – –
BCP
2504
Berkeley Capital Partners
Georgia
$334K +$334K +622 New
EFN
2505
Equita Financial Network
Pennsylvania
$334K +$334K +621 New
WCFA
2506
Walkner Condon Financial Advisors
Wisconsin
$334K +$9.13K +17 +3%
RWI
2507
Red Wave Investments
Pennsylvania
$334K – – –
CM
2508
Capula Management
Cayman Islands
$333K +$333K +620 New
SIA
2509
Sage Investment Advisers
New York
$333K +$9.13K +17 +3%
PIA
2510
Powell Investment Advisors
Florida
$332K – – –
LGA
2511
Lebenthal Global Advisors
New York
$332K -$688K -1,279 -67%
THL
2512
Tillman Hartley LLC
Colorado
$332K – – –
PWP
2513
Phillips Wealth Planners
Mississippi
$331K -$118K -200 -26%
BW
2514
BIP Wealth
Georgia
$331K -$47.8K -89 -13%
ICP
2515
Interchange Capital Partners
Pennsylvania
$330K +$8.06K +15 +3%
PCG
2516
Prosperity Consulting Group
Maryland
$330K +$330K +614 New
RWM
2517
Reston Wealth Management
Virginia
$329K +$4.84K +9 +1%
FMTCOCP
2518
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$329K – – –
ARG
2519
Advisory Resource Group
Oklahoma
$329K – – –
BA
2520
Bluesphere Advisors
Pennsylvania
$327K +$537 +1 +0.2%
PWMG
2521
Prestige Wealth Management Group
New Jersey
$327K +$1.07K +2 +0.3%
ML
2522
Mayport LLC
Massachusetts
$327K – – –
YIA
2523
YHB Investment Advisors
Connecticut
$327K +$17.2K +32 +6%
BWA
2524
Bordeaux Wealth Advisors
California
$326K +$55.3K +103 +20%
DCM
2525
Driehaus Capital Management
Illinois
$324K -$493K -918 -60%
99 100
101
102 103