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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 %
IPW
2751
Invictus Private Wealth
Colorado
$229K -$9.67K -18 -4%
GCM
2752
Gallacher Capital Management
Colorado
$229K -$2.15K -4 -0.9%
Parallax Volatility Advisers
2753
Parallax Volatility Advisers
California
$228K +$228K +425 New
BCM
2754
Brown Capital Management
Maryland
$228K -$37.6K -70 -14%
PCWA
2755
Pacific Capital Wealth Advisors
California
$228K +$228K +424 New
MF
2756
Montis Financial
Massachusetts
$228K +$228K +424 New
PGWM
2757
Pitti Group Wealth Management
New York
$227K +$227K +423 New
OA
2758
Operose Advisors
Wisconsin
$227K – – –
CA
2759
CapWealth Advisors
Tennessee
$227K +$227K +423 New
RI
2760
Ridgewood Investments
New Jersey
$227K – – –
MWM
2761
MBE Wealth Management
Wisconsin
$226K +$226K +421 New
IA
2762
Inspire Advisors
Idaho
$226K +$226K +420 New
PA
2763
Planning Alternatives
Michigan
$223K +$223K +415 New
PAM
2764
Peak Asset Management
Colorado
$223K +$223K +415 New
CPP
2765
Capasso Planning Partners
South Carolina
$222K +$222K +414 New
AC
2766
Applied Capital
Arkansas
$222K +$222K +413 New
KA
2767
Kooman & Associates
Pennsylvania
$221K -$18.8K -35 -8%
FNWM
2768
Financial Network Wealth Management
Utah
$221K +$221K +411 New
MPIA
2769
Mountain Pacific Investment Advisers
Idaho
$220K +$220K +410 New
TC
2770
Truvestments Capital
Florida
$220K +$26.8K +50 +14%
CAWM
2771
Capital Advisors Wealth Management
Washington
$219K +$219K +408 New
AIA
2772
Angeles Investment Advisors
California
$219K -$611K -1,138 -74%
CNC
2773
Citizens & Northern Corp
Pennsylvania
$219K +$219K +408 New
JA
2774
JVL Associates
Michigan
$219K +$219K +408 New
EC
2775
EdgeRock Capital
Colorado
$219K +$219K +407 New
109 110
111
112 113