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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
$8.49B
2
BlackRock
BlackRock
New York
$35.3B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$436M
4
Vanguard Group
Vanguard Group
Pennsylvania
$37.9B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.78B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.9B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$6.9B
3
Lilly Endowment
Lilly Endowment
Indiana
$53.7B
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.21B
5
Franklin Resources
Franklin Resources
California
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
2951
Horizons Wealth Management
North Carolina
$4.83K – – –
TWP
2952
TFO Wealth Partners
Ohio
$4.22K +$469 +1 +13%
RTL
2953
Red Tortoise LLC
Georgia
$3.76K – – –
AWA
2954
Authentikos Wealth Advisory
California
$3.76K +$3.76K +7 New
PCM
2955
Perritt Capital Management
Illinois
$3.76K +$3.76K +7 New
LIM
2956
Longfellow Investment Management
Massachusetts
$2.69K – – –
CAS
2957
Coppell Advisory Solutions
Texas
$2.56K -$14.6K -40 -85%
FGAM
2958
Financial Gravity Asset Management
Texas
$2.32K -$270K -465 -99%
CFS
2959
CGC Financial Services
Oregon
$2.15K – – –
WHGC
2960
Wealth High Governance Capital
Brazil
– -$28.1M -60,000 Closed
TLP
2961
Tri Locum Partners
New York
– -$25.5M -54,369 Closed
KWILP
2962
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$24.6M -52,429 Closed
PG
2963
Prostatis Group
Maryland
– -$52.1K -52,057 Closed
VIA
2964
Vident Investment Advisory
Georgia
– -$19.1M -40,822 Closed
ACM
2965
Anomaly Capital Management
New York
– -$16.2M -34,610 Closed
BC
2966
Brookfield Corp
Ontario, Canada
– -$14.1M -30,141 Closed
V
2967
Veritable
Delaware
– -$12.5M -26,651 Closed
AAF
2968
Andra AP-fonden
Sweden
– -$10.4M -22,200 Closed
MCM
2969
Moore Capital Management
New York
– -$10.4M -22,200 Closed
MFS
2970
Mirabella Financial Services
United Kingdom
– -$7.86M -16,753 Closed
MA
2971
MYDA Advisors
New York
– -$6.57M -14,000 Closed
PMEF
2972
Point72 Middle East FZE
United Arab Emirates
– -$4.5M -9,593 Closed
RMSCM
2973
R.M. Sincerbeaux Capital Management
New York
– -$2.91M -6,200 Closed
FPCG
2974
Forum Private Client Group
Indiana
– -$2.83M -6,032 Closed
NWM
2975
NEIRG Wealth Management
Massachusetts
– -$2.68M -5,720 Closed
117 118
119
120 121