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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 %
AMM
1301
American Money Management
California
$2.5M -$3.22K -6 -0.1%
RWA
1302
Ropes Wealth Advisors
Massachusetts
$2.49M -$395K -736 -14%
CFG
1303
Carr Financial Group
Massachusetts
$2.49M -$47.7K -84 -2%
SIM
1304
Sentry Investment Management
Wisconsin
$2.49M -$349K -649 -12%
CCWM
1305
Cassaday & Co Wealth Management
Virginia
$2.48M +$9.67K +18 +0.4%
FFA
1306
First Foundation Advisors
California
$2.48M +$141K +262 +6%
EGM
1307
Engineers Gate Manager
New York
$2.47M +$2.47M +4,603 New
TL
1308
Tradewinds LLC
North Carolina
$2.46M -$5.37K -10 -0.2%
ACS
1309
Archford Capital Strategies
Illinois
$2.45M +$19.3K +36 +0.8%
CD
1310
Chapin Davis
Maryland
$2.45M +$1.44M +2,676 +142%
DP
1311
Dearborn Partners
Illinois
$2.44M -$72K -134 -3%
PWAM
1312
Pinnacle West Asset Management
Wyoming
$2.44M +$51K +95 +2%
WFI
1313
West Family Investments
California
$2.44M -$56.9K -106 -2%
EWA
1314
Etesian Wealth Advisors
Oregon
$2.43M -$257K -479 -10%
WIC
1315
Woodmont Investment Counsel
Tennessee
$2.43M -$49.4K -92 -2%
TCM
1316
Teza Capital Management
Illinois
$2.43M +$2.43M +4,524 New
BW
1317
Bison Wealth
Georgia
$2.42M +$293K +546 +14%
HA
1318
HC Advisors
Georgia
$2.42M -$53.7K -100 -2%
PFA
1319
Pure Financial Advisors
California
$2.42M +$394K +734 +19%
HH
1320
HWG Holdings
Texas
$2.41M +$2.09M +3,900 +660%
Jacobs Levy Equity Management
1321
Jacobs Levy Equity Management
New Jersey
$2.41M +$2.41M +4,483 New
VA
1322
Valmark Advisers
Ohio
$2.4M +$2.15K +4 +0.1%
FWM
1323
Forza Wealth Management
Florida
$2.39M – – –
BRM
1324
Boston Research & Management
Massachusetts
$2.38M – – –
FAM
1325
Formidable Asset Management
Ohio
$2.37M -$13.4K -25 -0.6%
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