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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 %
FAIM
1101
Financial Advocates Investment Management
Washington
$3.57M +$753K +1,401 +27%
CWM
1102
Cabot Wealth Management
Massachusetts
$3.56M +$2.53M +4,708 +245%
WA
1103
Waddell & Associates
Tennessee
$3.56M -$13.4K -25 -0.4%
IP
1104
Investment Partners
Ohio
$3.56M -$291K -542 -8%
HI
1105
Handelsinvest Investeringsforvaltning
Denmark
$3.56M -$579K -1,078 -14%
IA
1106
IAM Advisory
Pennsylvania
$3.55M -$161K -300 -4%
BHB
1107
Bank Hapoalim BM
Israel
$3.53M -$662K -1,232 -16%
JWM
1108
Jeppson Wealth Management
California
$3.52M -$463K -862 -12%
CAM
1109
Carret Asset Management
New York
$3.52M -$322K -600 -8%
VLC
1110
Van Leeuwen & Company
New Jersey
$3.51M -$764K -1,422 -18%
PIMJS
1111
PKO Investment Management Joint-Stock
Poland
$3.49M – – –
GL
1112
Graypoint LLC
New York
$3.49M +$388K +723 +13%
AIM
1113
Allen Investment Management
New York
$3.48M +$59.1K +110 +2%
FBFS
1114
First Business Financial Services
Wisconsin
$3.47M +$242K +451 +7%
MHIC
1115
Marble Harbor Investment Counsel
Massachusetts
$3.47M -$182K -338 -5%
PCP
1116
Proficio Capital Partners
Massachusetts
$3.46M +$92.4K +172 +3%
AAG
1117
Armstrong Advisory Group
Massachusetts
$3.45M -$19.3K -36 -0.6%
NSB
1118
Norway Savings Bank
Maine
$3.44M +$3.44M +6,404 New
HCM
1119
Highview Capital Management
Illinois
$3.44M -$37.1K -69 -1%
JWM
1120
Jackson Wealth Management
Florida
$3.44M +$25.2K +47 +0.7%
PCM
1121
Prelude Capital Management
New York
$3.43M -$505K -940 -13%
CL
1122
Choreo LLC
Illinois
$3.43M -$25.8K -48 -0.7%
RIM
1123
Redwood Investment Management
Arizona
$3.42M +$2.09M +3,898 +158%
PF
1124
Phoenix Financial
Israel
$3.42M +$583K +1,083 +21%
AAM
1125
Alphadyne Asset Management
New York
$3.41M +$2.86M +5,322 +522%
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