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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 %
TFM
2851
TFC Financial Management
Massachusetts
$143K +$23.1K +43 +19%
SFG
2852
Steward Financial Group
Texas
$138K -$12.8K -24 -9%
UFF
2853
USA Financial Formulas
Michigan
$138K +$136K +253 +8,433%
NSG
2854
Nalls Sherbakoff Group
Tennessee
$135K -$107K -199 -44%
EL
2855
EMFO LLC
Florida
$134K -$269K -500 -67%
RG
2856
Richelieu Gestion
France
$134K +$134K +250 New
KLWA
2857
Kelly Lawrence W & Associates
California
$133K – – –
AJ
2858
Ashburton (Jersey)
Jersey
$129K – – –
NCM
2859
Northwest Capital Management
Oregon
$126K – – –
CIA
2860
Cape Investment Advisory
Georgia
$124K -$10.7K -20 -8%
SR
2861
Syntax Research
Florida
$120K +$120K +223 New
KFP
2862
KB Financial Partners
New Jersey
$118K +$22.6K +42 +24%
UOTTAIMCU
2863
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$112K +$112K +209 New
IPW
2864
Impact Partnership Wealth
Georgia
$108K -$49.4K -92 -31%
DWMG
2865
DB Wealth Management Group
California
$107K – – –
BAM
2866
Bellevue Asset Management
Washington
$107K – – –
FGA
2867
Fortis Group Advisors
New Jersey
$107K +$107K +200 New
APW
2868
Atlantic Private Wealth
North Carolina
$107K +$107K +200 New
UIA
2869
Ulland Investment Advisors
Minnesota
$107K – – –
CP
2870
Castleview Partners
Texas
$101K +$2.15K +4 +2%
BWL
2871
Bogart Wealth LLC
Virginia
$96.1K +$50K +93 +108%
MFT
2872
Moisand Fitzgerald Tamayo
Florida
$94K – – –
AWM
2873
Abound Wealth Management
Tennessee
$91.9K -$1.08K -2 -1%
WTG
2874
West Tower Group
Virginia
$89.7K +$89.7K +167 New
IUHSA
2875
Itau Unibanco Holding S.A.
Brazil
$88.1K -$537 -1 -0.6%
113 114
115
116 117