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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 %
CQS
2876
Credential Qtrade Securities
$81.6K – – –
CWM
2877
Cranbrook Wealth Management
Michigan
$80K – – –
RCM
2878
Raleigh Capital Management
North Carolina
$79.3K +$22K +41 +38%
BFP
2879
Briaud Financial Planning
Texas
$78K +$78K +146 New
AS
2880
Altshuler Shaham
Israel
$75.7K -$282 -72 -0.4%
CSC
2881
Caldwell Sutter Capital
California
$75.2K -$6.45K -12 -8%
SVCP
2882
Silicon Valley Capital Partners
California
$74.3K – – –
SC
2883
Stephens Consulting
Michigan
$73.6K -$51K -95 -41%
MLA
2884
MB, Levis & Associates
Pennsylvania
$70.1K – – –
FPF
2885
First Pacific Financial
Washington
$69.8K +$7.52K +14 +12%
NMG
2886
New Millennium Group
Utah
$65.5K – – –
LFASL
2887
Lugano Financial Advisors SA (LFA)
Switzerland
$59.6K +$59.6K +111 New
POIA
2888
Pin Oak Investment Advisors
Texas
$55K -$46.9K -87 -46%
TLA
2889
Tanglewood Legacy Advisors
Texas
$53.7K – – –
CCMW
2890
Cypress Capital Management (Wyoming)
Wyoming
$53.7K – – –
MWA
2891
Miller Wealth Advisors
Colorado
$53.7K – – –
BFPW
2892
BOK Financial Private Wealth
Colorado
$51K – – –
SFA
2893
Semmax Financial Advisors
North Carolina
$50.9K +$50.9K +83 New
DWA
2894
Delos Wealth Advisors
Texas
$50.4K – – –
SC
2895
Steph & Co
Wisconsin
$49.4K +$6.45K +12 +15%
FIM
2896
FWL Investment Management
Texas
$46.7K +$46.7K +87 New
CPG
2897
Cornerstone Planning Group
New Jersey
$46.2K +$8.06K +15 +21%
RW
2898
RVW Wealth
California
$46.2K +$46.2K +86 New
WAS
2899
Winch Advisory Services
Wisconsin
$44K – – –
CWA
2900
Carolina Wealth Advisors
South Carolina
$43.5K – – –
114 115
116
117 118