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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 %
OWA
2626
Octavia Wealth Advisors
Ohio
$274K +$31.1K +58 +13%
GPA
2627
Garrison Point Advisors
California
$274K -$10.7K -20 -4%
NHT
2628
New Hampshire Trust
New Hampshire
$273K -$32.8K -61 -11%
CWA
2629
Consilio Wealth Advisors
Washington
$273K +$19.4K +37 +8%
RWA
2630
Rooted Wealth Advisors
Illinois
$273K -$7.11K -12 -3%
CFFP
2631
Center for Financial Planning
Michigan
$272K +$56.9K +106 +27%
IWP
2632
IAG Wealth Partners
Wisconsin
$272K – – –
OPWM
2633
Oxinas Partners Wealth Management
Indiana
$271K +$2.69K +5 +1%
PAI
2634
Pittenger & Anderson Inc
Nebraska
$271K – – –
HFRG
2635
Houlihan Financial Resource Group
Virginia
$271K +$271K +493 New
NLP
2636
Next Level Private
New York
$270K +$26.4K +49 +11%
AIA
2637
AIMZ Investment Advisors
California
$270K – – –
DI
2638
Diligent Investors
California
$270K – – –
GAA
2639
Global Assets Advisory
Florida
$270K +$270K +502 New
KFS
2640
Kelly Financial Services
Massachusetts
$270K – – –
CSA
2641
Cottage Street Advisors
Massachusetts
$269K +$8.6K +16 +3%
MCP
2642
Martin Capital Partners
Oregon
$269K – – –
BWM
2643
BigSur Wealth Management
Florida
$269K -$77.9K -145 -22%
IG
2644
Ithaka Group
Virginia
$269K – – –
PAM
2645
Paradigm Asset Management
New York
$269K – – –
CICI
2646
Capital Investment Counsel Inc
North Carolina
$269K – – –
HA
2647
Harbor Advisors
Florida
$269K – – –
AAP
2648
Aristotle Atlantic Partners
Florida
$269K – – –
KAM
2649
KEB Asset Management
Illinois
$269K – – –
EFI
2650
EHP Funds Inc
Canada
$269K +$269K +500 New
104 105
106
107 108