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 %
GFP
2651
Guardian Financial Partners
California
$269K +$269K +500 New
LGG
2652
Luts & Greenleigh Group
Maryland
$268K +$268K +500 New
SCA
2653
Scott Capital Advisors
Oregon
$268K +$268K +435 New
EGWAG
2654
Elwood & Goetz Wealth Advisory Group
Georgia
$267K +$267K +498 New
LWM
2655
Lodestone Wealth Management
Washington
$267K -$1.61K -3 -0.6%
T
2656
TCWP
Ohio
$266K -$3.22K -6 -1%
MWM
2657
MinichMacGregor Wealth Management
New York
$266K +$4.3K +8 +2%
VCWA
2658
Vanguard Capital Wealth Advisors
Colorado
$266K +$266K +495 New
EGA
2659
Eagle Global Advisors
Texas
$264K -$5.37K -10 -2%
DLCIG
2660
D.L. Carlson Investment Group
New Hampshire
$264K +$264K +492 New
BONST
2661
Bank of Nova Scotia Trust
Ontario, Canada
$264K +$8.59K +16 +3%
SW
2662
StrongBox Wealth
Missouri
$264K +$12.9K +24 +5%
RFA
2663
Register Financial Advisors
Georgia
$264K +$2.15K +4 +0.8%
NAG
2664
Northstar Advisory Group
New Jersey
$263K -$243K -453 -48%
LFP
2665
Lakeshore Financial Planning
Michigan
$263K +$263K +489 New
WC
2666
Waterloo Capital
Texas
$262K -$321K -598 -55%
PCA
2667
Providence Capital Advisors
North Carolina
$262K +$2.69K +5 +1%
ORC
2668
O'Rourke & Company
Massachusetts
$262K – – –
HCM
2669
Hengehold Capital Management
Ohio
$261K – – –
CWM
2670
Curi Wealth Management
North Carolina
$261K -$71.4K -133 -21%
HP
2671
Hilltop Partners
Indiana
$261K +$8.06K +15 +3%
CG
2672
Clifford Group
Massachusetts
$261K – – –
SFI
2673
SPC Financial Inc
Maryland
$260K +$4.83K +9 +2%
EWP
2674
Engrave Wealth Partners
Texas
$260K – – –
NIC
2675
Northwest Investment Counselors
Oregon
$260K +$242K +450 +1,324%
105 106
107
108 109