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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 %
AF
1176
Arrow Financial
New York
$3.09M +$1.29M +2,405 +72%
NL
1177
NVWM LLC
Pennsylvania
$3.08M -$118K -220 -4%
TCM
1178
Telos Capital Management
California
$3.06M – – –
CPRC
1179
Consolidated Portfolio Review Corp
New York
$3.06M -$9.67K -18 -0.3%
OHIS
1180
Oak Harvest Investment Services
Texas
$3.05M -$581K -1,081 -16%
GWM
1181
Guardian Wealth Management
Illinois
$3.05M +$416K +774 +16%
PL
1182
Parthenon LLC
Kentucky
$3.04M – – –
ACM
1183
Aquatic Capital Management
Illinois
$3.03M +$3.03M +5,640 New
GBT
1184
Grove Bank & Trust
Florida
$3.03M +$274K +511 +10%
NFG
1185
Nations Financial Group
Iowa
$3.01M +$2.11M +3,931 +235%
WG
1186
Winton Group
United Kingdom
$3.01M -$1.9M -3,545 -39%
ACM
1187
Avalon Capital Management
California
$3.01M – – –
ICG
1188
InterOcean Capital Group
Tennessee
$3M +$9.67K +18 +0.3%
ADIM
1189
Alpha DNA Investment Management
Maryland
$3M -$305K -568 -9%
LC
1190
Lindbrook Capital
California
$2.99M +$166K +310 +6%
LIM
1191
Leavell Investment Management
Alabama
$2.98M +$431K +802 +17%
ST
1192
Sabal Trust
Florida
$2.98M – – –
BFEC
1193
Benjamin F. Edwards & Company
Missouri
$2.98M +$574K +1,068 +24%
DCM
1194
Decatur Capital Management
Georgia
$2.97M – – –
LK
1195
Lumbard & Kellner
New Hampshire
$2.96M – – –
WG
1196
Welch Group
Alabama
$2.96M +$25.8K +48 +0.9%
PAIM
1197
Punch & Associates Investment Management
Minnesota
$2.96M – – –
CAM
1198
Close Asset Management
United Kingdom
$2.96M +$591K +1,099 +25%
EAM
1199
Erste Asset Management
Austria
$2.95M +$587K +1,079 +25%
TYCC
1200
Texas Yale Capital Corp
Florida
$2.95M -$1.62M -3,008 -35%
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48
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