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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 %
LFA
2826
Legend Financial Advisors
Pennsylvania
$198K – – –
RA
2827
Rise Advisors
New York
$192K +$34.9K +65 +22%
PWA
2828
Provenance Wealth Advisors
Florida
$191K +$191K +355 New
CSWM
2829
Cassady Schiller Wealth Management
Ohio
$189K +$25.2K +47 +15%
FP
2830
Financial Perspectives
Minnesota
$185K +$87.6K +163 +90%
FA
2831
Financial Avengers
California
$184K +$537 +1 +0.3%
GJIA
2832
Glass Jacobson Investment Advisors
Maryland
$181K +$31.2K +58 +21%
PPWM
2833
PFG Private Wealth Management
Florida
$181K +$51K +95 +39%
GA
2834
GoalVest Advisory
New York
$176K +$44.6K +83 +34%
MWA
2835
Moser Wealth Advisors
Washington
$175K – – –
TLCM
2836
Twin Lakes Capital Management
California
$175K – – –
HB
2837
Horizon Bancorp
Indiana
$172K -$147K -274 -46%
OLVIG
2838
Oliver Lagore Vanvalin Investment Group
Michigan
$163K +$32.2K +60 +25%
AFIA
2839
America First Investment Advisors
Nebraska
$162K – – –
TCM
2840
Tradewinds Capital Management
Washington
$161K – – –
DMKJ
2841
David M. Knott Jr
$161K – – –
PK
2842
Pflug Koory
Nebraska
$159K – – –
CB
2843
CNB Bank
Pennsylvania
$158K -$156K -290 -50%
BIA
2844
Bell Investment Advisors
California
$158K +$537 +1 +0.3%
FPFS
2845
First Personal Financial Services
North Carolina
$157K – – –
RDIA
2846
RE Dickinson Investment Advisors
Iowa
$155K – – –
AWM
2847
AllSquare Wealth Management
New York
$149K – – –
TSWM
2848
Tyler-Stone Wealth Management
Ohio
$146K – – –
DCM
2849
Disciplina Capital Management
Tennessee
$146K – – –
SA
2850
SRH Advisors
Kansas
$143K – – –
112 113
114
115 116