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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 %
BBPWM
2726
Blue Bell Private Wealth Management
Pennsylvania
$237K – – –
TCM
2727
Tufton Capital Management
Maryland
$236K – – –
SFPG
2728
Stonebridge Financial Planning Group
Florida
$236K +$236K +440 New
CWM
2729
Cedar Wealth Management
California
$236K -$252K -470 -52%
BHIA
2730
Birch Hill Investment Advisors
Massachusetts
$236K – – –
HGWM
2731
Horst & Graben Wealth Management
Oregon
$235K -$7.53K -14 -3%
CFA
2732
Capstone Financial Advisors
Illinois
$234K -$31.7K -59 -12%
SMWM
2733
Silvia McColl Wealth Management
California
$234K -$11.8K -22 -5%
CFSG
2734
Clark Financial Services Group
Missouri
$234K – – –
MTC
2735
McDaniel Terry & Co
Texas
$234K – – –
IWN
2736
Independent Wealth Network
Iowa
$234K -$7.52K -14 -3%
CCIA
2737
Campbell & Co Investment Adviser
Maryland
$234K +$234K +435 New
EA
2738
Ellsworth Advisors
Ohio
$234K +$234K +395 New
TCMP
2739
Thrive Capital Management (Pennsylvania)
Pennsylvania
$233K +$233K +434 New
CHJWM
2740
Carlton Hofferkamp & Jenks Wealth Management
Texas
$233K -$151K -258 -39%
SA
2741
Scarborough Advisors
Maryland
$233K +$233K +433 New
SFCL
2742
Strengthening Families & Communities LLC
Massachusetts
$232K -$33.9K -63 -13%
EIG
2743
Ellenbecker Investment Group
Wisconsin
$231K +$231K +431 New
CCC
2744
Chelsea Counsel Company
California
$231K – – –
SCA
2745
Stuart Chaussee & Associates
California
$231K – – –
JDR
2746
Jay D. Rosenbaum
$230K +$230K +429 New
W
2747
WorthPointe
California
$230K +$230K +428 New
AT
2748
Arvest Trust
Oklahoma
$230K +$230K +428 New
NPF
2749
Norris Perne & French
Michigan
$229K +$229K +427 New
SIC
2750
Shoker Investment Counsel
Ohio
$229K – – –
108 109
110
111 112