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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 %
AWM
1276
Avior Wealth Management
Nebraska
$2.61M -$165K -307 -6%
HNWAG
1277
High Net Worth Advisory Group
Florida
$2.61M -$160K -298 -6%
WAM
1278
WNY Asset Management
New York
$2.61M -$2.69K -5 -0.1%
LWAM
1279
Legacy Wealth Asset Management
Minnesota
$2.61M -$174K -324 -6%
FMLI
1280
Fukoku Mutual Life Insurance
Japan
$2.6M +$186K +346 +8%
MBTD
1281
Mechanics Bank - Trust Department
California
$2.6M -$247K -460 -9%
I
1282
INVST
Indiana
$2.6M +$3.22K +6 +0.1%
KFS
1283
Kurt F. Somerville
$2.6M -$94K -175 -3%
GCM
1284
Graham Capital Management
Connecticut
$2.59M +$2.59M +4,827 New
WCM
1285
Wisconsin Capital Management
Wisconsin
$2.57M +$2.57M +4,789 New
KCM
1286
KRS Capital Management
Michigan
$2.57M +$30.6K +57 +1%
FFC
1287
First Financial Corp
Indiana
$2.57M -$31.7K -59 -1%
WAM
1288
Wallington Asset Management
Indiana
$2.57M +$16.1K +30 +0.6%
LIG
1289
Lokken Investment Group
Delaware
$2.56M -$2.15K -4 -0.1%
AWA
1290
Arete Wealth Advisors
Illinois
$2.55M -$190K -354 -7%
CFGS
1291
Concourse Financial Group Securities
Alabama
$2.54M +$182K +339 +8%
ATC
1292
Adirondack Trust Company
New York
$2.53M -$41.4K -77 -2%
CIAS
1293
Capital Investment Advisory Services
North Carolina
$2.53M +$234K +436 +10%
SFP
1294
Sweet Financial Partners
Minnesota
$2.53M -$67.7K -126 -3%
NEAM
1295
New England Asset Management
Connecticut
$2.53M -$3.57M -6,650 -59%
1IA
1296
1834 Investment Advisors
Wisconsin
$2.53M +$80.6K +150 +3%
FCP
1297
Fidelis Capital Partners
Florida
$2.52M +$197K +367 +8%
TSWM
1298
Triangle Securities Wealth Management
North Carolina
$2.51M -$50K -93 -2%
MMA
1299
Miracle Mile Advisors
California
$2.5M +$14.5K +27 +0.6%
AT
1300
Arden Trust
Delaware
$2.5M +$18.8K +35 +0.8%
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