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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 %
AP
2801
Atwood & Palmer
Missouri
$212K – – –
CIAS
2802
CBIZ Investment Advisory Services
Ohio
$212K +$212K +395 New
CM
2803
Columbus Macro
Pennsylvania
$212K +$212K +394 New
1IA
2804
1620 Investment Advisors
Massachusetts
$211K +$211K +393 New
LFS
2805
Lutz Financial Services
Nebraska
$211K -$20.4K -38 -9%
DI
2806
Disciplined Investments
Oklahoma
$211K -$8.06K -15 -4%
SCM
2807
Stordahl Capital Management
Colorado
$210K +$210K +390 New
ISWM
2808
Independent Solutions Wealth Management
New York
$209K +$209K +390 New
KBFS
2809
Kohmann Bosshard Financial Services
Ohio
$209K +$209K +389 New
QWM
2810
Quaker Wealth Management
New Jersey
$209K +$209K +388 New
CIA
2811
Cascade Investment Advisors
Oregon
$208K +$208K +387 New
BHWM
2812
Beaird Harris Wealth Management
Texas
$207K -$20.4K -38 -9%
IIA
2813
ICW Investment Advisors
Arizona
$207K +$207K +385 New
G
2814
GenTrust
Florida
$207K +$207K +385 New
CM
2815
Cornerstone Management
Georgia
$206K +$206K +384 New
PA
2816
Parkside Advisors
California
$205K +$205K +382 New
GSIS
2817
Global Strategic Investment Solutions
Arizona
$204K +$204K +380 New
TB
2818
Terril Brothers
Missouri
$204K +$204K +379 New
CWMGP
2819
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$204K +$204K +379 New
LFA
2820
Level Financial Advisors
New York
$203K – – –
CWA
2821
Cornerstone Wealth Advisors
Minnesota
$202K +$202K +377 New
LC
2822
Landaas & Company
Wisconsin
$202K +$202K +377 New
FTC
2823
Farmers Trust Company
Ohio
$202K +$202K +376 New
KFA
2824
Kelleher Financial Advisors
New York
$202K +$202K +376 New
C
2825
Covestor
United Kingdom
$200K -$42.5K -79 -18%
111 112
113
114 115