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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 %
MAM
876
Morse Asset Management
Connecticut
$5.93M -$182K -338 -3%
CWM
877
C2C Wealth Management
Arizona
$5.93M – – –
IFPG
878
Intrepid Financial Planning Group
Indiana
$5.91M +$91.9K +171 +2%
UHC
879
Union Heritage Capital
Michigan
$5.91M – – –
MIM
880
MTM Investment Management
South Carolina
$5.91M -$13.4K -25 -0.2%
TW
881
Transform Wealth
Colorado
$5.89M -$6.27M -11,679 -52%
AMIM
882
Aull & Monroe Investment Management
Alabama
$5.87M -$80.6K -150 -1%
PAA
883
Peregrine Asset Advisers
Oregon
$5.86M +$5.86M +10,904 New
SACTSONJ
884
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.85M -$1.18M -2,200 -17%
BSC
885
Brown Shipley & Co
United Kingdom
$5.84M +$586K +1,091 +11%
CT
886
Cambridge Trust
Massachusetts
$5.83M -$38.1K -71 -0.7%
WPC
887
Wedmont Private Capital
Pennsylvania
$5.8M +$266K +466 +5%
MWM
888
Meridian Wealth Management
Kentucky
$5.78M +$3.63M +6,759 +169%
RCM
889
Radnor Capital Management
Pennsylvania
$5.78M +$5.78M +10,762 New
Tudor Investment Corp
890
Tudor Investment Corp
Connecticut
$5.77M +$5.77M +10,746 New
SWP
891
Strategic Wealth Partners
Ohio
$5.73M +$313K +583 +6%
MAS
892
Meeder Advisory Services
Ohio
$5.71M -$324K -603 -5%
ECM
893
Evergreen Capital Management
Washington
$5.66M -$127K -236 -2%
GAG
894
GM Advisory Group
New York
$5.66M -$236K -440 -4%
QCG
895
Quadrant Capital Group
Ohio
$5.65M +$482K +897 +9%
MBT
896
Montecito Bank & Trust
California
$5.64M +$98.3K +183 +2%
DWP
897
Daymark Wealth Partners
Ohio
$5.63M +$313K +583 +6%
SFS
898
Sowell Financial Services
Arkansas
$5.63M +$62.3K +116 +1%
QIM
899
Quest Investment Management
Oregon
$5.62M +$3.9M +7,255 +226%
SFM
900
Signet Financial Management
New Jersey
$5.59M -$126K -235 -2%
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