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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 %
HIIFS
2526
Harel Insurance Investments & Financial Services
Israel
$324K +$324K +603 New
AF
2527
Aldebaran Financial
$324K +$324K +603 New
VAG
2528
VisionPoint Advisory Group
Texas
$323K -$47.8K -89 -13%
ST
2529
Somerset Trust
Pennsylvania
$323K – – –
LSWM
2530
Lorne Steinberg Wealth Management
Canada
$323K +$8.06K +15 +3%
CJFS
2531
Coulter & Justus Financial Services
Tennessee
$323K – – –
WFA
2532
Websterrogers Financial Advisors
South Carolina
$322K -$10.2K -19 -3%
VFP
2533
Verus Financial Partners
Virginia
$322K – – –
GF
2534
Gries Financial
Ohio
$322K -$48.3K -90 -13%
CFA
2535
Camarda Financial Advisors
Florida
$322K – – –
APC
2536
Aspire Private Capital
North Carolina
$322K – – –
RGC
2537
Roberts, Glore & Co
Illinois
$321K +$13.4K +25 +4%
AF
2538
Apexium Financial
Texas
$320K +$1.61K +3 +0.5%
WCG
2539
Weaver Consulting Group
California
$320K -$69.8K -130 -18%
LCWP
2540
Legacy Capital Wealth Partners
Arkansas
$320K +$320K +595 New
FPTW
2541
Franklin, Parlapiano, Turner & Welch
Texas
$319K – – –
CFG
2542
Compton Financial Group
Maryland
$319K – – –
AWG
2543
Altus Wealth Group
Colorado
$319K -$5.37K -10 -2%
KWM
2544
KFG Wealth Management
Indiana
$318K – – –
DA
2545
Detalus Advisors
Missouri
$317K – – –
FFL
2546
Financial Freedom LLC
Ohio
$317K -$1.61K -3 -0.5%
AIM
2547
Aspen Investment Management
Michigan
$317K +$317K +591 New
PAG
2548
Paladin Advisory Group
Iowa
$317K – – –
WLPWM
2549
Walled Lake Planning & Wealth Management
Illinois
$317K +$48.9K +91 +18%
SAF
2550
Smith Anglin Financial
Texas
$317K -$81.6K -152 -20%
100 101
102
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