LLY icon

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 %
OBWG
2601
Onyx Bridge Wealth Group
New York
$290K +$11.3K +21 +4%
SCM
2602
Spreng Capital Management
Ohio
$290K +$34.9K +65 +14%
AFS
2603
Annapolis Financial Services
Maryland
$287K – – –
FPB
2604
First PREMIER Bank
South Dakota
$286K – – –
EW
2605
Element Wealth
Mississippi
$283K -$11.3K -21 -4%
OWA
2606
Outlook Wealth Advisors
Texas
$283K -$31.7K -59 -10%
CWM
2607
Chemistry Wealth Management
New York
$283K +$283K +526 New
CPCM
2608
Cardinal Point Capital Management
Ontario, Canada
$283K +$283K +526 New
PP
2609
Pacifica Partners
Canada
$282K +$271K +500 +2,381%
JWA
2610
JFS Wealth Advisors
Pennsylvania
$282K +$44K +82 +19%
NPPM
2611
North Point Portfolio Managers
Ohio
$282K +$33.3K +62 +13%
OWA
2612
One Wealth Advisors
California
$280K – – –
SIC
2613
SFE Investment Counsel
California
$279K -$5.37K -10 -2%
IWA
2614
Inspirion Wealth Advisors
Illinois
$279K -$83.3K -155 -23%
PW
2615
Peninsula Wealth
California
$279K +$279K +484 New
V
2616
ViaWealth
Kansas
$278K -$46.7K -87 -14%
MAWCM
2617
Mine & Arao Wealth Creation & Management
California
$278K – – –
JLBC
2618
J.L. Bainbridge & Co
Florida
$277K -$15.6K -29 -5%
SSWM
2619
Strait & Sound Wealth Management
California
$277K +$277K +516 New
JFA
2620
JNBA Financial Advisors
Minnesota
$277K -$17.2K -32 -6%
SAA
2621
Southeast Asset Advisors
Georgia
$277K -$1.61K -3 -0.6%
CCT
2622
Chemung Canal Trust
New York
$277K -$16.1K -30 -6%
CMP
2623
Coston McIsaac & Partners
Maine
$276K -$12.3K -23 -4%
MFA
2624
McClarren Financial Advisors
Pennsylvania
$276K +$33.8K +63 +14%
TC
2625
TAGStone Capital
North Carolina
$275K +$537 +1 +0.2%
103 104
105
106 107