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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 %
WC
1201
Wexford Capital
Florida
$2.94M +$2.94M +5,476 New
HCCM
1202
Hudson Canyon Capital Management
New York
$2.94M -$278K -517 -9%
VST
1203
Van Strum & Towne
California
$2.94M – – –
AP
1204
Appleton Partners
Massachusetts
$2.94M -$280K -522 -9%
H
1205
HoyleCohen
California
$2.91M -$41.4K -77 -1%
BCA
1206
Bay Colony Advisors
Massachusetts
$2.91M -$184K -343 -6%
FWP
1207
FAS Wealth Partners
Kansas
$2.9M +$75.2K +140 +3%
VNA
1208
Valley National Advisers
Pennsylvania
$2.9M -$3.76K -7 -0.1%
FCFC
1209
First Citizens Financial Corp
Iowa
$2.89M -$128K -238 -4%
ILI
1210
Invesco LLC (Illinois)
Illinois
$2.89M +$226K +421 +8%
MFGM
1211
Marshall Financial Group (Maryland)
Maryland
$2.89M -$84.9K -158 -3%
CC
1212
Courier Capital
New York
$2.88M -$44K -82 -2%
ACM
1213
AlphaStar Capital Management
North Carolina
$2.87M -$2.38M -4,436 -45%
CSIC
1214
Clifford Swan Investment Counsel
California
$2.86M +$9.67K +18 +0.3%
HCM
1215
Howland Capital Management
Massachusetts
$2.86M -$266K -495 -8%
IF
1216
Ironwood Financial
Arizona
$2.86M – – –
BFM
1217
Boston Financial Management
Massachusetts
$2.86M -$18.8K -35 -0.7%
ACM
1218
Advisors Capital Management
New Jersey
$2.85M +$126K +235 +5%
LB
1219
Legacy Bridge
Iowa
$2.85M – – –
TA
1220
Tiedemann Advisors
New York
$2.85M +$2.55M +4,739 +833%
FFA
1221
Farther Finance Advisors
California
$2.84M +$936K +1,743 +49%
AF
1222
Allworth Financial
California
$2.84M +$361K +672 +15%
FFN
1223
Focus Financial Network
Minnesota
$2.84M +$95.6K +178 +3%
SIM
1224
Stratos Investment Management
Ohio
$2.84M +$894K +1,665 +46%
W
1225
Wealthquest
Ohio
$2.84M +$229K +426 +9%
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