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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 %
AC
1026
Aldebaran Capital
Indiana
$4.18M -$26.9K -50 -0.6%
MCWS
1027
McKinley Carter Wealth Services
West Virginia
$4.18M +$3.76K +7 +0.1%
CA
1028
Callahan Advisors
Texas
$4.18M +$3.63M +6,749 +655%
AIC
1029
Argus Investors Counsel
New York
$4.17M +$32.2K +60 +0.8%
SIA
1030
Schear Investment Advisers
Ohio
$4.17M -$148K -276 -3%
CRC
1031
Curi RMB Capital
Illinois
$4.17M -$88.1K -164 -2%
SIAG
1032
Signet Investment Advisory Group
Rhode Island
$4.15M -$81.6K -152 -2%
WOC
1033
West Oak Capital
California
$4.15M -$141K -263 -3%
SMC
1034
Smith, Moore & Co
Missouri
$4.15M +$26.9K +50 +0.7%
CWS
1035
Confluence Wealth Services
Pennsylvania
$4.14M +$203K +377 +5%
WTC
1036
WhitTier Trust Company
Nevada
$4.14M -$8.06K -15 -0.2%
DAM
1037
Deltec Asset Management
New York
$4.14M -$215K -400 -5%
LA
1038
Lynch & Associates
Indiana
$4.13M -$13.4K -25 -0.3%
PGIM
1039
Pacific Global Investment Management
California
$4.13M -$161K -300 -4%
MG
1040
Mather Group
Illinois
$4.13M -$300K -558 -7%
MCM
1041
McKinley Capital Management
Alaska
$4.12M +$1.4M +2,602 +51%
NIM
1042
NEOS Investment Management
Connecticut
$4.11M +$4.11M +7,648 New
HCM
1043
Hodges Capital Management
Texas
$4.08M +$4.08M +7,592 New
USCWA
1044
U.S. Capital Wealth Advisors
Texas
$4.07M -$113K -210 -3%
BCA
1045
Bray Capital Advisors
Florida
$4.05M – – –
DA
1046
DCF Advisers
Connecticut
$4.03M – – –
TWA
1047
TCI Wealth Advisors
Arizona
$4.01M +$5.37K +10 +0.1%
FPAS
1048
Focus Partners Advisor Solutions
Missouri
$4M +$2.26M +4,207 +130%
TCOV
1049
Trust Company of Vermont
Vermont
$3.98M +$30.6K +57 +0.8%
ONST
1050
Old North State Trust
North Carolina
$3.97M +$13.4K +25 +0.3%
40 41
42
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