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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 %
CIC
1001
Crawford Investment Counsel
Georgia
$4.48M -$124K -231 -3%
CUAMC
1002
China Universal Asset Management Company
China
$4.45M -$1.68M -3,127 -27%
LJAC
1003
L.J. Altfest & Co
New York
$4.42M -$20.9K -39 -0.5%
HI
1004
Horizon Investments
North Carolina
$4.4M +$196K +366 +5%
ECM
1005
Estabrook Capital Management
New York
$4.37M -$402K -749 -8%
IAMOG
1006
Investors Asset Management of Georgia
Georgia
$4.37M -$137K -260 -3%
LA
1007
Lifeworks Advisors
Michigan
$4.37M -$1M -1,866 -19%
LTAS
1008
Linden Thomas Advisory Services
North Carolina
$4.36M -$24.2K -45 -0.6%
AHB
1009
Abner Herrman & Brock
New Jersey
$4.36M +$4.3K +8 +0.1%
ACM
1010
Alcosta Capital Management
California
$4.35M +$16.7K +31 +0.4%
CWM
1011
Compass Wealth Management
Connecticut
$4.33M -$338K -630 -7%
MS
1012
Marshall & Sullivan
Washington
$4.3M – – –
BSG
1013
Black Swift Group
Colorado
$4.3M +$2.86M +5,325 +199%
FFA
1014
Fragasso Financial Advisors
Pennsylvania
$4.29M +$496K +923 +13%
WFAG
1015
Wescott Financial Advisory Group
Pennsylvania
$4.29M +$40.3K +75 +0.9%
CCG
1016
Chatham Capital Group
Georgia
$4.28M +$228K +424 +6%
LWCFA
1017
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.28M +$1.57M +2,702 +58%
TAM
1018
Tocqueville Asset Management
New York
$4.28M -$92.4K -172 -2%
CGL
1019
Clarius Group LLC
Washington
$4.26M -$894K -1,665 -17%
NWM
1020
Northcape Wealth Management
New York
$4.25M -$16.1K -30 -0.4%
NCGI
1021
Next Century Growth Investors
Minnesota
$4.23M – – –
LSPW
1022
Lake Street Private Wealth
Illinois
$4.21M +$80K +147 +2%
GBWM
1023
Granite Bay Wealth Management
New Hampshire
$4.21M +$4.21M +8,019 New
BRA
1024
Biechele Royce Advisors
Indiana
$4.2M +$20.9K +39 +0.5%
SB
1025
Simmons Bank
Arkansas
$4.18M +$140K +261 +3%
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