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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 %
HCM
2701
Highlander Capital Management
New Jersey
$251K +$53.7K +100 +27%
SFG
2702
SNS Financial Group
Minnesota
$250K +$250K +465 New
NME
2703
Notis-McConarty Edward
$250K -$5.37K -10 -2%
IP
2704
Intellectus Partners
California
$249K +$249K +463 New
GAG
2705
Goodman Advisory Group
Massachusetts
$247K – – –
MWM
2706
Maltin Wealth Management
New Jersey
$247K – – –
AAM
2707
Augustine Asset Management
Florida
$247K +$247K +459 New
MKA
2708
M. Kulyk & Associates
Georgia
$246K +$3.76K +7 +2%
AP
2709
Arlington Partners
Alabama
$245K -$151K -282 -38%
AT
2710
Arlington Trust
Alabama
$245K +$245K +457 New
PIM
2711
Parker Investment Management
California
$245K – – –
FVWA
2712
Foster Victor Wealth Advisors
South Carolina
$245K +$1.69K +3 +0.7%
HIP
2713
Harrell Investment Partners
Texas
$244K +$538 +1 +0.2%
AFG
2714
Altiora Financial Group
Ohio
$244K +$244K +454 New
LSA
2715
Lion Street Advisors
Texas
$243K +$243K +451 New
SFC
2716
Strategic Financial Concepts
Texas
$242K -$89.7K -167 -27%
OIA
2717
Optimum Investment Advisors
Illinois
$242K +$537 +1 +0.2%
SCM
2718
SOL Capital Management
Maryland
$242K – – –
PWM
2719
Prosperity Wealth Management
California
$242K -$3.76K -7 -2%
DFA
2720
Delta Financial Advisors
Louisiana
$242K – – –
MCG
2721
McCollum Christoferson Group
New York
$242K – – –
SF
2722
Slagle Financial
Illinois
$239K -$28K -52 -10%
OWM
2723
OneAscent Wealth Management
Alabama
$238K +$238K +444 New
CWC
2724
Carolinas Wealth Consulting
North Carolina
$237K -$1.48K -257 -0.6%
HWM
2725
Hohimer Wealth Management
Washington
$237K -$5.91K -11 -2%
107 108
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