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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 %
SFI
676
Siemens Fonds Invest
Germany
$10.1M -$306K -569 -3%
GVAG
677
Great Valley Advisor Group
Delaware
$10M +$370K +688 +4%
PI
678
PGGM Investments
Netherlands
$10M -$9.15M -17,037 -48%
BFS
679
Bradley Foster & Sargent
Connecticut
$10M – – –
SCA
680
Snowden Capital Advisors
New York
$9.97M -$8.18M -15,237 -45%
HFS
681
Hantz Financial Services
Michigan
$9.88M +$4.7M +8,741 +91%
KWMG
682
King Wealth Management Group
Florida
$9.78M -$1.72M -3,202 -15%
CIA
683
Choate Investment Advisors
Massachusetts
$9.75M +$863K +1,607 +10%
LWANC
684
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.75M -$905K -1,684 -8%
CC
685
Codex Capital
New York
$9.75M – – –
TIA
686
Trust Investment Advisors
Indiana
$9.73M -$321K -597 -3%
JA
687
JLB & Associates
Michigan
$9.7M -$3.7M -6,881 -28%
DT
688
Daniels + Tansey
Delaware
$9.67M +$9.67M +41,178 New
AMI
689
Amica Mutual Insurance
Rhode Island
$9.66M – – –
FWM
690
Finer Wealth Management
Massachusetts
$9.64M -$27.9K -52 -0.3%
AWM
691
Avitas Wealth Management
California
$9.58M -$109K -202 -1%
CF
692
Cantor Fitzgerald
New York
$9.53M +$8.77M +16,335 +1,163%
WAS
693
Wealth Advisory Solutions
Indiana
$9.52M -$1.84M -3,423 -16%
KBC
694
Key Bridge Compliance
$9.52M +$9.52M +17,721 New
CTA
695
Chesley Taft & Associates
Illinois
$9.48M -$495K -922 -5%
NCM
696
Northside Capital Management
Oregon
$9.47M – – –
GFS
697
GYL Financial Synergies
Connecticut
$9.45M +$17.2K +32 +0.2%
AF
698
Alerus Financial
North Dakota
$9.45M -$2.61M -4,862 -22%
CT
699
Colonial Trust
South Carolina
$9.42M -$784K -1,460 -8%
NSAM
700
North Star Asset Management
Wisconsin
$9.42M -$274K -510 -3%
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