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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 %
HCP
2551
Hexagon Capital Partners
Arkansas
$316K -$25.2K -47 -7%
GWP
2552
Gateway Wealth Partners
Wisconsin
$315K – – –
GFG
2553
GR Financial Group
Arizona
$315K +$537 +1 +0.2%
RFA
2554
Resurgent Financial Advisors
Georgia
$315K +$11.3K +21 +4%
MPAM
2555
Murphy Pohlad Asset Management
Minnesota
$315K – – –
AIM
2556
Alhambra Investment Management
Florida
$314K -$5.37K -10 -2%
BA
2557
Ballast Advisors
Minnesota
$314K – – –
GAMC
2558
Garner Asset Management Corp
Texas
$314K -$10.7K -20 -3%
WIA
2559
World Investment Advisors
California
$314K -$15K -28 -5%
PMG
2560
Private Management Group
California
$313K -$65K -121 -17%
JTWM
2561
Jackson Thornton Wealth Management
Alabama
$313K -$23.1K -43 -7%
BOS
2562
Bank of Stockton
California
$312K – – –
MWM
2563
Massachusetts Wealth Management
Massachusetts
$312K – – –
DFG
2564
Demars Financial Group
Washington
$311K – – –
MWP
2565
Meridian Wealth Partners
Pennsylvania
$309K +$11.8K +22 +4%
WBG
2566
Wharton Business Group
Pennsylvania
$309K – – –
HW
2567
Hamilton Wealth
California
$308K – – –
RWRC
2568
R.W. Roge & Company
New York
$308K – – –
WGAM
2569
Wilkinson Global Asset Management
New York
$307K +$11.3K +21 +4%
RA
2570
Ruggaard & Associates
Ohio
$306K -$7.52K -14 -2%
CB
2571
Centennial Bank
Arkansas
$306K – – –
B
2572
BetterWealth
California
$305K – – –
MPPLM
2573
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$305K – – –
AWA
2574
Acorn Wealth Advisors
Michigan
$304K +$60.7K +113 +25%
XWM
2575
Xcel Wealth Management
Florida
$303K -$364K -677 -55%
101 102
103
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