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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 %
GAM
1051
Gotham Asset Management
New York
$3.97M +$2.09M +3,891 +111%
RIA
1052
Richwood Investment Advisors
Ohio
$3.97M -$2.69K -5 -0.1%
CA
1053
Cullinan Associates
Kentucky
$3.96M +$717K +1,335 +22%
MCM
1054
Mengis Capital Management
Oregon
$3.95M +$66.6K +124 +2%
FNC
1055
First National Corp
Massachusetts
$3.94M -$35.4K -66 -0.9%
LPT
1056
Legacy Private Trust
Wisconsin
$3.93M +$105K +196 +3%
FG
1057
Fiduciary Group
Georgia
$3.92M -$161K -300 -4%
FT
1058
Fiduciary Trust
Massachusetts
$3.91M -$202K -377 -5%
VCA
1059
Verdence Capital Advisors
Maryland
$3.9M +$833K +1,551 +27%
PT
1060
Plimoth Trust
Massachusetts
$3.9M -$270K -502 -6%
CFMC
1061
Curbstone Financial Management Corp
New Hampshire
$3.89M -$145K -270 -4%
MMPW
1062
Mitchell McLeod Pugh & Williams
Alabama
$3.88M -$53.2K -99 -1%
TI
1063
Trexquant Investment
Connecticut
$3.87M +$3.87M +7,213 New
MWM
1064
Mission Wealth Management
California
$3.86M -$123K -229 -3%
BCM
1065
Brooktree Capital Management
Michigan
$3.86M -$266K -496 -6%
EWA
1066
Exencial Wealth Advisors
Oklahoma
$3.85M -$352K -656 -8%
MWA
1067
Meridian Wealth Advisors
Texas
$3.85M -$24.7K -46 -0.6%
CNBT
1068
Canandaigua National Bank & Trust
New York
$3.85M +$411K +765 +12%
KWM
1069
Keebeck Wealth Management
Illinois
$3.85M -$1.66M -3,098 -30%
BOPW
1070
Brandywine Oak Private Wealth
Pennsylvania
$3.82M +$20.4K +38 +0.5%
Jones Financial Companies
1071
Jones Financial Companies
Missouri
$3.79M -$470K -875 -11%
FMB
1072
Field & Main Bank
Kentucky
$3.79M +$2.63M +4,905 +228%
STA
1073
Summit Trail Advisors
New York
$3.79M +$223K +416 +6%
TBA
1074
Tower Bridge Advisors
Pennsylvania
$3.78M -$537 -1 -0%
BAM
1075
BOS Asset Management
Illinois
$3.76M -$190K -353 -5%
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