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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 %
BSWA
2901
Bromfield Sneider Wealth Advisors
Massachusetts
$43K -$24.2K -45 -36%
SHIM
2902
Stone House Investment Management
Pennsylvania
$40K -$2.7K -5 -6%
FC
2903
Family CFO
California
$39.7K +$39.7K +74 New
NF
2904
Norwood Financial
Pennsylvania
$37.6K -$67.1K -125 -64%
Optiver Holding
2905
Optiver Holding
Netherlands
$36K +$36K +67 New
Legacy Financial Group (Iowa)
2906
Legacy Financial Group (Iowa)
Iowa
$35.5K +$35.5K +66 New
IIC
2907
Ironwood Investment Counsel
Arizona
$34.3K +$84 +8 +0.2%
RG
2908
Retirement Group
California
$32.3K +$1.61K +3 +5%
SIM
2909
Studio Investment Management
Illinois
$29.5K -$18.8K -35 -39%
TFA
2910
Toth Financial Advisory
Virginia
$27.4K +$3.22K +6 +13%
FCT
2911
First Community Trust
Iowa
$26.9K -$29.5K -55 -52%
JAM
2912
JCIC Asset Management
Ontario, Canada
$26.9K -$5.37K -10 -17%
WPWM
2913
Western Pacific Wealth Management
Illinois
$26.9K – – –
HC
2914
Hoese & Co
Minnesota
$26.9K – – –
TIM
2915
Thompson Investment Management
Wisconsin
$26.9K +$26.9K +50 New
CCMI
2916
Creative Capital Management Investments
California
$26.3K – – –
OBWP
2917
O'Brien Wealth Partners
Massachusetts
$23.6K +$23.6K +44 New
AWM
2918
Avondale Wealth Management
Texas
$23.1K +$23.1K +43 New
TFG
2919
Team Financial Group
California
$21.5K +$21.5K +40 New
CNBTD
2920
Citizens National Bank Trust Department
Mississippi
$21.5K -$5.37K -10 -20%
MIM
2921
Manitou Investment Management
Ontario, Canada
$21.5K +$21.5K +40 New
LFA
2922
LGT Financial Advisors
Texas
$20.4K +$20.4K +38 New
SIA
2923
SkyView Investment Advisors
New Jersey
$20K -$250K -475 -93%
TWD
2924
True Wealth Design
Ohio
$19.9K -$537 -1 -3%
MIM
2925
Macroview Investment Management
Maryland
$18.8K +$12.4K +23 +192%
115 116
117
118 119