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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 %
SIA
1076
Schechter Investment Advisors
Michigan
$3.76M +$308K +574 +9%
RWA
1077
Redhawk Wealth Advisors
Minnesota
$3.75M +$34.9K +65 +0.9%
CIA
1078
Cladis Investment Advisory
Montana
$3.74M +$23.6K +44 +0.6%
AIMC
1079
Alley Investment Management Company
Illinois
$3.74M +$3.74M +6,959 New
WA
1080
Wealth Alliance
New York
$3.73M -$49.4K -92 -1%
AA
1081
Ancora Advisors
Ohio
$3.73M +$106K +198 +3%
SC
1082
Savoie Capital
Illinois
$3.71M +$3.71M +6,916 New
CCB
1083
Cutter & Co Brokerage
Missouri
$3.71M -$3.76K -7 -0.1%
BOH
1084
Bank of Hawaii
Hawaii
$3.69M -$127K -236 -3%
AFC
1085
AFT Forsyth & Company
Florida
$3.69M +$102K +190 +3%
PVI
1086
Pine Valley Investments
New Jersey
$3.67M +$1.03M +1,910 +39%
DFG
1087
Delta Financial Group
New Jersey
$3.66M +$3.66M +6,821 New
PTB
1088
Pioneer Trust Bank
Oregon
$3.66M +$2.17M +4,040 +145%
LFAS
1089
Level Four Advisory Services
Texas
$3.65M -$590K -1,098 -14%
MCI
1090
MRP Capital Investments
Georgia
$3.65M +$1.67M +3,003 +84%
LBC
1091
Lowe Brockenbrough & Co
Virginia
$3.64M -$134K -250 -4%
IFWM
1092
Institute for Wealth Management
Colorado
$3.63M +$40.8K +76 +1%
GS
1093
GTS Securities
New York
$3.61M +$3.61M +6,719 New
CWP
1094
Cyndeo Wealth Partners
Florida
$3.61M -$238K -443 -6%
SC
1095
Sawyer & Company
Massachusetts
$3.6M +$13.4K +25 +0.4%
KA
1096
KLCM Advisors
Wisconsin
$3.59M +$79.5K +148 +2%
VCM
1097
Vision Capital Management
Oregon
$3.59M -$149K -278 -4%
CIC
1098
Carnegie Investment Counsel
Ohio
$3.59M -$166K -309 -4%
VVP
1099
Venture Visionary Partners
Ohio
$3.58M +$126K +235 +4%
DI
1100
DFPG Investments
Utah
$3.57M +$119K +202 +3%
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