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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 %
SFG
826
SevenBridge Financial Group
Pennsylvania
$6.65M – – –
NHC
827
Nicholas Hoffman & Company
Georgia
$6.63M -$1.8M -3,358 -21%
GIA
828
Gladstone Institutional Advisory
Florida
$6.61M +$154K +286 +2%
EP
829
Essential Planning
New Hampshire
$6.6M – – –
AP
830
Americana Partners
Texas
$6.59M +$1.86M +3,830 +39%
BCMO
831
Buckingham Capital Management (Ohio)
Ohio
$6.59M -$1.09M -2,030 -14%
ESB
832
Essex Savings Bank
Connecticut
$6.58M -$154K -286 -2%
BO
833
Bank OZK
Arkansas
$6.58M -$219K -407 -3%
IAIM
834
International Assets Investment Management
Florida
$6.58M +$259K +471 +4%
CP
835
Cumberland Partners
Ontario, Canada
$6.58M -$149K -278 -2%
RMDI
836
R.M. Davis Inc
Maine
$6.58M +$3.37M +6,273 +105%
FBT
837
First Bankers Trust
Kentucky
$6.57M -$837K -1,559 -11%
TVWM
838
Tower View Wealth Management
Wisconsin
$6.54M -$1.02M -1,903 -14%
WA
839
WealthTrust Axiom
Pennsylvania
$6.53M -$161K -300 -2%
BWAM
840
Boyd Watterson Asset Management
Ohio
$6.52M +$96.7K +180 +2%
GLR
841
Great Lakes Retirement
Ohio
$6.51M -$2.69K -5 -0%
SB
842
Strategic Blueprint
Georgia
$6.51M -$146K -271 -2%
PL
843
Plancorp LLC
Missouri
$6.48M -$43.5K -81 -0.7%
Verition Fund Management
844
Verition Fund Management
Connecticut
$6.46M -$2.3M -4,277 -26%
AAIM
845
American Assets Investment Management
California
$6.45M – – –
JAM
846
Jupiter Asset Management
United Kingdom
$6.4M +$6.4M +11,911 New
ECM
847
Elgethun Capital Management
South Dakota
$6.36M +$1.47M +2,750 +30%
CIA
848
Cohen Investment Advisors
New Hampshire
$6.35M +$326K +606 +5%
BFM
849
Boothbay Fund Management
New York
$6.35M -$1.84M -3,431 -23%
PFS
850
Prospera Financial Services
Texas
$6.34M +$383K +712 +6%
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