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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 %
MFG
1126
MidWestOne Financial Group
Iowa
$3.39M – – –
HTC
1127
Haverford Trust Company
Pennsylvania
$3.37M -$89.2K -166 -3%
LWM
1128
LJI Wealth Management
Indiana
$3.37M -$74.8M -139,269 -96%
HI
1129
Harbour Investments
Wisconsin
$3.37M -$295K -550 -8%
BFO
1130
Boston Family Office
Massachusetts
$3.36M -$509K -948 -13%
DAM
1131
Draper Asset Management
New York
$3.36M +$77.9K +145 +2%
NAM
1132
NorthCrest Asset Manangement
Minnesota
$3.36M +$125K +233 +4%
SAM
1133
Strategy Asset Managers
California
$3.35M -$318K -592 -9%
WSCM
1134
Wellington Shields Capital Management
New York
$3.35M -$53.7K -100 -2%
XT
1135
XTX Topco
Cayman Islands
$3.35M +$3.35M +6,231 New
BFA
1136
Beaumont Financial Advisors
Massachusetts
$3.34M -$37.1K -69 -1%
ZIC
1137
ZWJ Investment Counsel
Georgia
$3.34M +$87K +162 +3%
CAAS
1138
Capital Asset Advisory Services
Michigan
$3.34M +$162K +267 +5%
Capstone Investment Advisors
1139
Capstone Investment Advisors
New York
$3.33M +$3.33M +6,200 New
FTWA
1140
Fifth Third Wealth Advisors
Ohio
$3.33M +$1.77M +3,295 +114%
CT
1141
Chicago Trust
Illinois
$3.3M +$38.1K +71 +1%
ACA
1142
Affinity Capital Advisors
California
$3.3M +$15K +28 +0.5%
MPWT
1143
MassMutual Private Wealth & Trust
Connecticut
$3.29M -$397K -739 -11%
QCM
1144
Qsemble Capital Management
New York
$3.29M +$3.29M +6,125 New
AMBIA
1145
Allen Mooney & Barnes Investment Advisors
Georgia
$3.28M +$1.07K +2 +0%
PRC
1146
Pearl River Capital
Michigan
$3.27M +$3.27M +6,094 New
NB
1147
Northwest Bancshares
Pennsylvania
$3.27M +$144K +268 +5%
FDS
1148
Freedom Day Solutions
Texas
$3.26M -$308K -574 -9%
RBC
1149
Romano Brothers & Co
Illinois
$3.25M +$60.2K +112 +2%
PCM
1150
Penserra Capital Management
California
$3.25M +$505K +940 +18%
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