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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 %
HBT
1251
Heartland Bank & Trust
Illinois
$2.74M -$225K -419 -8%
KHLMTHM
1252
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.72M – – –
SAM
1253
Silvercrest Asset Management
New York
$2.72M +$14K +26 +0.5%
GCP
1254
GSA Capital Partners
United Kingdom
$2.71M +$1.8M +3,351 +198%
CB
1255
Community Bank
New York
$2.7M -$55.9K -104 -2%
SL
1256
Sentry LLC
Tennessee
$2.69M – – –
SCM
1257
Segantii Capital Management
Hong Kong
$2.69M +$2.69M +5,000 New
BAM
1258
Belpointe Asset Management
Nevada
$2.69M -$203K -377 -7%
BDS
1259
Banco de Sabadell
Florida
$2.68M -$206K -382 -7%
SFG
1260
StrategIQ Financial Group
Indiana
$2.68M -$44.6K -83 -2%
ERIC
1261
Eagle Rock Investment Company
Georgia
$2.68M -$236K -440 -8%
PP
1262
PDS Planning
Ohio
$2.67M +$44.6K +83 +2%
JIC
1263
Joel Isaacson & Co
New York
$2.67M +$68.2K +127 +3%
CS
1264
Capital Square
Tennessee
$2.66M -$2.43K -4 -0.1%
SAM
1265
Simplify Asset Management
Nevada
$2.64M -$684K -1,274 -21%
SEM
1266
Suncoast Equity Management
Florida
$2.64M -$265K -494 -9%
SWA
1267
Stratos Wealth Advisors
Ohio
$2.63M -$138K -256 -5%
IIM
1268
Ipswich Investment Management
Massachusetts
$2.62M -$196K -365 -7%
NFC
1269
Northeast Financial Consultants
Connecticut
$2.62M +$196K +365 +8%
Nomura Holdings
1270
Nomura Holdings
Japan
$2.62M -$5.38M -10,012 -67%
SFO
1271
Stokes Family Office
Louisiana
$2.62M +$132K +245 +5%
KCM
1272
Kathmere Capital Management
Pennsylvania
$2.62M +$401K +746 +18%
RCA
1273
Resonant Capital Advisors
Wisconsin
$2.61M -$54.8K -102 -2%
GWANC
1274
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.61M +$220K +410 +9%
WP
1275
WealthSource Partners
California
$2.61M -$89.7K -167 -3%
49 50
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