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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 %
SSG
3001
Summit Securities Group
New York
– -$483K -1,030 Closed
KI
3002
Kapitalo Investimentos
Brazil
– -$469K -1,001 Closed
TA
3003
TFB Advisors
Kansas
– -$429K -914 Closed
CWM
3004
Cordatus Wealth Management
Pennsylvania
– -$428K -912 Closed
AIS
3005
AM Investment Strategies
Tennessee
– -$421K -897 Closed
RHP
3006
Royal Harbor Partners
Texas
– -$416K -888 Closed
HWA
3007
Heartwood Wealth Advisors
Virginia
– -$416K -887 Closed
DF
3008
Dunhill Financial
United Kingdom
– -$447K -810 Closed
CA
3009
Crewe Advisors
Utah
– -$362K -771 Closed
TFA
3010
Tobias Financial Advisors
Florida
– -$359K -766 Closed
IIA
3011
IPG Investment Advisors
California
– -$331K -705 Closed
CIM
3012
Chiron Investment Management
New York
– -$311K -664 Closed
QC
3013
QCM Cayman
Texas
– -$298K -635 Closed
OAM
3014
Oberweis Asset Management
Illinois
– -$286K -609 Closed
AI
3015
Atom Investors
Texas
– -$278K -592 Closed
TAM
3016
Todd Asset Management
Kentucky
– -$274K -585 Closed
PFM
3017
Peak Financial Management
Massachusetts
– -$274K -584 Closed
CBTWT
3018
Community Bank & Trust (Waco, Texas)
Texas
– -$272K -579 Closed
PFA
3019
Pinnacle Family Advisors
Missouri
– -$267K -569 Closed
WR
3020
WD Rutherford
Oregon
– -$244K -520 Closed
AWM
3021
Absher Wealth Management
North Carolina
– -$229K -488 Closed
IEFM
3022
IQ EQ Fund Management
Ireland
– -$218K -464 Closed
QFA
3023
Quattro Financial Advisors
Texas
– -$213K -454 Closed
KIA
3024
KLR Investment Advisors
Rhode Island
– -$201K -429 Closed
BBA
3025
Braun-Bostich & Associates
Pennsylvania
– -$200K -427 Closed
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