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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 %
GWM
926
Geneos Wealth Management
Colorado
$5.31M +$47.8K +89 +0.9%
IWP
927
Icon Wealth Partners
Texas
$5.28M +$59.6K +111 +1%
BIG
928
Boothe Investment Group
Delaware
$5.26M -$1.38M -2,568 -21%
HIA
929
Harbor Investment Advisory
Maryland
$5.23M +$183K +340 +4%
SGI
930
Summit Global Investments
Utah
$5.23M -$177K -329 -3%
IFAM
931
Institutional & Family Asset Management
Colorado
$5.22M -$1.27M -2,373 -20%
WTB
932
Washington Trust Bank
Washington
$5.2M – – –
SCI
933
Stableford Capital II
Arizona
$5.19M -$2.29M -4,028 -31%
ISL
934
Ingalls & Snyder LLC
New York
$5.17M +$688K +1,280 +15%
MFG
935
Merit Financial Group
Georgia
$5.13M +$126K +234 +3%
EFMC
936
Empire Financial Management Company
New York
$5.12M -$770K -1,434 -13%
SC
937
Syon Capital
California
$5.11M +$5.11M +9,514 New
EH
938
Equitable Holdings
New York
$5.1M -$31.7K -59 -0.6%
JWCA
939
J.W. Cole Advisors
Florida
$5.08M -$262K -488 -5%
SAG
940
SageView Advisory Group
California
$5.07M +$36K +67 +0.7%
STAS
941
Strong Tower Advisory Services
Minnesota
$5.06M +$23.6K +44 +0.5%
ST
942
Smithfield Trust
Pennsylvania
$5.02M +$11.8K +22 +0.2%
WWM
943
Western Wealth Management
Colorado
$5.01M +$229K +427 +5%
P
944
Pitcairn
Pennsylvania
$4.99M +$906K +1,686 +22%
EW
945
Evexia Wealth
Wisconsin
$4.97M +$4.97M +8,480 New
COI
946
Connable Office Inc
Michigan
$4.96M -$677K -1,261 -12%
CCM
947
Crew Capital Management
Ohio
$4.95M -$158K -295 -3%
MOS
948
MGO One Seven
Ohio
$4.93M +$526K +980 +12%
Walleye Trading
949
Walleye Trading
New York
$4.91M +$4.91M +9,147 New
LFM
950
LGT Fund Management
Liechtenstein
$4.91M -$1.28M -2,380 -21%
36 37
38
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