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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 %
MF
2776
Manchester Financial
California
$219K +$219K +407 New
MWP
2777
Meredith Wealth Planning
Illinois
$218K +$218K +406 New
PWA
2778
Phoenix Wealth Advisors
North Carolina
$218K +$218K +406 New
CC
2779
Cannell & Co
New York
$218K -$819K -1,525 -79%
VW
2780
Vance Wealth
California
$217K +$217K +404 New
SC
2781
Seldon Capital
California
$217K +$217K +404 New
ACA
2782
Aspire Capital Advisors
Washington
$216K +$216K +403 New
CANC
2783
Culbertson A N & Co
Virginia
$216K +$216K +403 New
PP
2784
PFS Partners
New Jersey
$215K – – –
HCP
2785
Holt Capital Partners
Texas
$215K -$352K -656 -62%
LCS
2786
Levin Capital Strategies
New York
$215K -$223K -415 -51%
MCM
2787
Morton Capital Management
California
$215K -$20.9K -39 -9%
NPT
2788
Nixon Peabody Trust
Massachusetts
$215K +$215K +400 New
HR
2789
Hardy Reed
Mississippi
$215K +$215K +400 New
BEAM
2790
Baker Ellis Asset Management
Washington
$215K +$215K +400 New
AIFAIM
2791
American Institute for Advanced Investment Management
Arizona
$215K +$215K +400 New
PHIC
2792
Pine Haven Investment Counsel
Massachusetts
$215K +$215K +400 New
OCPWS
2793
One Charles Private Wealth Services
Massachusetts
$215K +$215K +400 New
ME
2794
McIlrath & Eck
Washington
$215K +$16.7K +31 +8%
SWM
2795
Sugarloaf Wealth Management
Georgia
$214K +$23.1K +43 +12%
EARNEST Partners
2796
EARNEST Partners
Georgia
$214K – – –
SWP
2797
Summit Wealth Partners
Florida
$214K +$214K +398 New
SA
2798
Syntax Advisors
New York
$213K -$63.9K -119 -23%
VCG
2799
Vantage Consulting Group
Virginia
$213K -$63.9K -119 -23%
BWM
2800
Baron Wealth Management
Michigan
$213K +$213K +396 New
110 111
112
113 114