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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 %
RBCM
426
Raub Brock Capital Management
California
$24M -$1.15M -2,144 -5%
FMWA
427
Forvis Mazars Wealth Advisors
Missouri
$23.8M -$3.55M -6,604 -13%
CA
428
Clearstead Advisors
Ohio
$23.8M +$12M +22,333 +102%
HKIMG
429
Hutchens & Kramer Investment Management Group
Indiana
$23.8M +$307K +570 +1%
MAM
430
Mastrapasqua Asset Management
Tennessee
$23.7M -$107K -200 -0.5%
CWM
431
CIBC World Markets
New York
$23.6M -$26M -48,326 -52%
DWM
432
Dakota Wealth Management
Florida
$23.4M -$2.84M -5,281 -11%
ECM
433
ExodusPoint Capital Management
New York
$23.3M +$23.3M +43,388 New
SC
434
Scotia Capital
Ontario, Canada
$23.3M +$3.27M +6,087 +16%
WDA
435
Wendell David Associates
New Hampshire
$23.2M +$512K +954 +2%
BRWA
436
B. Riley Wealth Advisors
Florida
$23.1M +$503K +936 +2%
CTA
437
Colonial Trust Advisors
South Carolina
$23M -$1.78M -3,306 -7%
SSA
438
South Street Advisors
New York
$23M +$8.59K +16 +0%
SC
439
Savant Capital
Illinois
$22.9M -$533K -992 -2%
KWM
440
Kingsview Wealth Management
Oregon
$22.7M -$1.67M -3,110 -7%
AWS
441
Atria Wealth Solutions
New York
$22.6M +$1.85M +3,452 +9%
IC
442
IEQ Capital
California
$22.5M +$1.23M +2,295 +6%
CGH
443
Crossmark Global Holdings
Texas
$22.4M -$214K -370 -0.9%
GIP
444
Granite Investment Partners
California
$22.4M +$801K +1,491 +4%
NMERB
445
New Mexico Educational Retirement Board
New Mexico
$22M +$1.45M +2,700 +7%
MGP
446
Metis Global Partners
California
$22M +$2.98M +5,544 +16%
WBC
447
Westpac Banking Corp
Australia
$21.9M +$6.15M +11,450 +39%
ASN
448
Advisory Services Network
Georgia
$21.8M -$65.5K -122 -0.3%
OAM
449
Oppenheimer Asset Management
New York
$21.7M -$1.14M -2,114 -5%
UM
450
UniSuper Management
Australia
$21.7M +$14.5M +26,930 +200%
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