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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 %
PCTC
2676
Perkins Coie Trust Company
Washington
$260K +$16.1K +30 +7%
LDB
2677
Lee, Danner & Bass
Tennessee
$259K – – –
DWA
2678
Delap Wealth Advisory
Oregon
$259K -$4.83K -9 -2%
WWC
2679
Waypoint Wealth Counsel
Georgia
$259K +$1.61K +3 +0.6%
PSF
2680
Pacific Sun Financial
California
$258K +$258K +480 New
CAM
2681
Claret Asset Management
Quebec, Canada
$257K -$8.6K -16 -3%
VFPW
2682
Vantage Financial Partners (Wisconsin)
Wisconsin
$257K +$537 +1 +0.2%
WFA
2683
WestHill Financial Advisors
California
$257K -$10.2K -19 -4%
WCWM
2684
Willow Creek Wealth Management
California
$256K -$15K -28 -6%
VPP
2685
Vertex Planning Partners
Illinois
$256K -$8.06K -15 -3%
CCA
2686
Cadent Capital Advisors
Oklahoma
$256K +$537 +1 +0.2%
Cohen & Steers
2687
Cohen & Steers
New York
$256K +$256K +477 New
RA
2688
Rockingstone Advisors
Massachusetts
$255K +$255K +475 New
MGWM
2689
Marks Group Wealth Management
Minnesota
$255K – – –
APWM
2690
Atlas Private Wealth Management
New York
$255K – – –
SFB
2691
STAR Financial Bank
Indiana
$255K +$255K +474 New
SFG
2692
Sovereign Financial Group
Connecticut
$254K -$167K -311 -40%
D
2693
Dentgroup
Louisiana
$253K +$2.69K +5 +1%
DA
2694
Dillon & Associates
Michigan
$253K +$10.7K +20 +4%
HCM
2695
Hutchinson Capital Management
California
$253K -$54.8K -102 -18%
AI
2696
Arrien Investments
Idaho
$253K -$17.7K -33 -7%
SAM
2697
Sompo Asset Management
Japan
$252K +$252K +470 New
AFP
2698
Alpha Financial Partners
Kentucky
$252K -$107K -200 -30%
KFG
2699
Kingdom Financial Group
Arizona
$252K -$12.9K -24 -5%
FAN
2700
Financial Advisors Network
California
$252K +$252K +469 New
106 107
108
109 110