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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 %
M1FG
1151
Mach-1 Financial Group
Arkansas
$3.23M -$92.4K -172 -3%
RA
1152
RFG Advisory
Alabama
$3.23M +$771K +1,436 +31%
AWA
1153
Aaron Wealth Advisors
Illinois
$3.23M +$368K +685 +13%
HGERS
1154
Householder Group Estate & Retirement Specialist
Arizona
$3.23M +$3.23M +6,010 New
SG
1155
StoneX Group
New York
$3.23M +$35.5K +66 +1%
PM
1156
Parametrica Management
Hong Kong
$3.22M -$957K -1,782 -23%
OPW
1157
Oxler Private Wealth
New York
$3.22M -$22.6K -42 -0.7%
OL
1158
Owen LaRue
Kentucky
$3.22M +$1.15M +2,148 +56%
EWM
1159
EPG Wealth Management
Georgia
$3.21M -$98.8K -184 -3%
WANY
1160
Wealthspire Advisors (New York)
New York
$3.2M +$1.25M +2,319 +64%
HPIA
1161
Hamilton Point Investment Advisors
North Carolina
$3.19M +$537 +1 +0%
ACM
1162
Ayrshire Capital Management
Connecticut
$3.19M +$3.19M +5,936 New
GWMIA
1163
Global Wealth Management Investment Advisory
Florida
$3.16M -$397K -739 -11%
SCM
1164
Schnieders Capital Management
California
$3.16M +$1.45M +2,698 +85%
CPSC
1165
Carl P. Sherr & Co
Massachusetts
$3.15M -$10.7K -20 -0.3%
FNA
1166
First National Advisers
Nebraska
$3.15M +$811K +1,509 +35%
PIM
1167
Penobscot Investment Management
Massachusetts
$3.13M +$1.69M +3,143 +117%
PWP
1168
Principle Wealth Partners
Connecticut
$3.12M +$86.5K +161 +3%
BFS
1169
Bard Financial Services
Connecticut
$3.12M +$26.9K +50 +0.9%
KMC
1170
Kirr Marbach & Co
Indiana
$3.11M +$47.3K +88 +2%
SFC
1171
SYM Financial Corp
Indiana
$3.1M +$94K +175 +3%
CA
1172
CoreCap Advisors
Michigan
$3.1M +$1.45M +2,705 +88%
WAP
1173
Wealthcare Advisory Partners
Pennsylvania
$3.1M +$82.7K +154 +3%
HWMG
1174
Hurlow Wealth Management Group
Indiana
$3.1M -$10.7K -20 -0.3%
VSQM
1175
V-Square Quantitative Management
Illinois
$3.09M +$450K +837 +17%
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