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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 %
PRWA
976
Platte River Wealth Advisors
Colorado
$4.74M -$27.9K -52 -0.6%
DPIM
977
Duff & Phelps Investment Management
Illinois
$4.73M +$116K +216 +3%
CAM
978
Columbia Asset Management
Michigan
$4.73M +$551K +1,025 +13%
GIM
979
Greylin Investment Management
Virginia
$4.73M -$3M -5,585 -39%
RIL
980
Rothschild Investment LLC
Illinois
$4.71M +$91.9K +171 +2%
PSFG
981
Prairie Sky Financial Group
Illinois
$4.7M +$5.37K +10 +0.1%
BIM
982
Baldwin Investment Management
Pennsylvania
$4.7M -$150K -279 -3%
ANBT
983
American National Bank & Trust
Texas
$4.66M -$310K -578 -6%
MWM
984
Moran Wealth Management
Florida
$4.65M +$269K +500 +6%
KC
985
Kingfisher Capital
North Carolina
$4.63M +$23.1K +43 +0.5%
HCM
986
Howard Capital Management
Georgia
$4.62M +$164K +306 +4%
FFWA
987
FRG Family Wealth Advisors
Washington
$4.62M +$6.98K +13 +0.2%
LIP
988
Lighthouse Investment Partners
Florida
$4.6M +$4.6M +8,568 New
TSS
989
Two Sigma Securities
New York
$4.6M +$4.09M +7,623 +808%
MGIA
990
Moneta Group Investment Advisors
Missouri
$4.59M +$237K +441 +5%
DA
991
Duality Advisers
Florida
$4.58M +$4.58M +8,521 New
ADL
992
Asset Dedication LLC
California
$4.57M +$89.7K +166 +2%
QI
993
Qtron Investments
Massachusetts
$4.56M +$294K +547 +7%
KWA
994
Kingswood Wealth Advisors
California
$4.56M +$2.31M +1,981 +103%
SCI
995
S&CO Inc
Massachusetts
$4.56M – – –
WC
996
Woodstock Corp
Massachusetts
$4.55M – – –
MSS
997
Mitchell Sinkler & Starr
Pennsylvania
$4.54M +$3.33M +6,198 +274%
DWA
998
Douglass Winthrop Advisors
New York
$4.5M -$21.5K -40 -0.5%
FHB
999
First Hawaiian Bank
Hawaii
$4.5M -$193K -359 -4%
TH
1000
Team Hewins
California
$4.49M +$4.49M +8,365 New
38 39
40
41 42