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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 %
SPA
2576
Sentinel Pension Advisors
Massachusetts
$303K – – –
CHA
2577
Cooper/Haims Advisors
New York
$303K +$303K +565 New
EBA
2578
Eagle Bay Advisors
New York
$302K +$6.45K +12 +2%
GA
2579
Goldstein Advisors
Wisconsin
$302K +$17.2K +32 +6%
PCI
2580
Planning Center Inc
Illinois
$302K – – –
BC
2581
Bridgefront Capital
Texas
$302K +$302K +562 New
B
2582
Barings
North Carolina
$301K -$11.3K -21 -4%
OWM
2583
Orgel Wealth Management
Wisconsin
$301K +$301K +561 New
CC
2584
Cypress Capital
Tennessee
$300K +$1.61K +3 +0.5%
PGAM
2585
Princeton Global Asset Management
New Jersey
$299K – – –
EWM
2586
Endowment Wealth Management
Wisconsin
$296K -$83.2K -155 -22%
CWM
2587
Cherrydale Wealth Management
New Jersey
$296K +$13.4K +25 +5%
MFA
2588
Morling Financial Advisors
California
$295K -$71.4K -133 -19%
FWM
2589
Focused Wealth Management
New York
$295K – – –
PWAC
2590
Private Wealth Advisors (California)
California
$295K – – –
GAM
2591
Griffin Asset Management
New York
$295K +$4.3K +8 +1%
CRI
2592
Colonial River Investments
Virginia
$295K -$183K -340 -38%
LI
2593
LVZ Inc
Michigan
$294K -$24.7K -46 -8%
QPW
2594
Quantum Private Wealth
Florida
$294K – – –
APW
2595
Austin Private Wealth
Texas
$293K +$15K +28 +5%
GHA
2596
Granite Harbor Advisors
Texas
$293K – – –
WAL
2597
W Advisors LLC
Tennessee
$292K -$3.22K -6 -1%
AA
2598
AlphaQ Advisors
Florida
$292K +$292K +543 New
RCG
2599
Rock Creek Group
District of Columbia
$291K -$245K -456 -46%
BAM
2600
Byrne Asset Management
New Jersey
$291K +$103K +192 +55%
102 103
104
105 106