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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 %
UCFA
551
United Capital Financial Advisors
Texas
$14.5M -$1.06M -1,977 -7%
JAM
552
JW Asset Management
Florida
$14.5M – – –
HWAM
553
Hennion & Walsh Asset Management
New Jersey
$14.5M -$2.28M -4,239 -14%
CWM
554
Chronos Wealth Management
Florida
$14.5M -$212K -394 -1%
TCOT
555
Trust Company of Toledo
Ohio
$14.4M +$266K +495 +2%
CCA
556
Column Capital Advisors
Indiana
$14.4M -$73.7K -4,010 -0.5%
PJSIMP
557
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.3M -$1.58M -2,679 -10%
IWC
558
Integrated Wealth Concepts
Massachusetts
$14.1M +$344K +641 +2%
TI
559
Tidal Investments
Wisconsin
$14.1M +$2.03M +3,778 +17%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$14.1M +$83.8K +156 +0.6%
CIA
561
Capital Investment Advisors
Georgia
$14.1M +$14.1M +26,247 New
AGP
562
Artia Global Partners
Florida
$14.1M +$5.37M +10,000 +62%
EWA
563
EP Wealth Advisors
California
$14M +$10.6M +19,673 +304%
CSPIA
564
Cary Street Partners Investment Advisory
Virginia
$14M +$169K +315 +1%
RP
565
Rice Partnership
Hawaii
$13.9M -$2.32M -4,324 -14%
TCA
566
Trifecta Capital Advisors
Illinois
$13.8M +$387K +720 +3%
FNBOO
567
First National Bank of Omaha
Nebraska
$13.8M -$3.93M -7,319 -22%
BC
568
Bartlett & Co
Ohio
$13.8M +$35.5K +66 +0.3%
BCWM
569
Bartlett & Co Wealth Management
Ohio
$13.8M +$35.5K +66 +0.3%
LCOV
570
London Company of Virginia
Virginia
$13.8M +$1.16M +2,168 +9%
AIP
571
Ameritas Investment Partners
Nebraska
$13.8M -$1.13M -2,108 -8%
HPC
572
HM Payson & Co
Maine
$13.7M +$577K +1,075 +4%
ST
573
Spinnaker Trust
Maine
$13.7M -$829K -1,544 -6%
TTWM
574
TCV Trust & Wealth Management
Virginia
$13.7M +$418K +778 +3%
NEI
575
Northwest & Ethical Investments
Ontario, Canada
$13.7M -$8.16M -15,188 -37%
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