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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 %
CWM
1326
Chesapeake Wealth Management
Virginia
$2.37M -$152K -283 -6%
VRM
1327
Vectors Research Management
New York
$2.37M -$13.4K -25 -0.6%
TNA
1328
True North Advisors
Texas
$2.37M -$581K -1,081 -20%
TNB
1329
Thomasville National Bank
Georgia
$2.36M -$124K -230 -5%
FCBT
1330
First Citizens Bank & Trust
North Carolina
$2.36M -$82.2K -153 -3%
BCM
1331
Becker Capital Management
Oregon
$2.34M -$148K -276 -6%
QC
1332
Quent Capital
New York
$2.34M -$39.7K -74 -2%
NS
1333
NBC Securities
Alabama
$2.33M +$2.33M +4,337 New
BOSSRA
1334
B.O.S.S. Retirement Advisors
Utah
$2.33M +$50K +93 +2%
VT
1335
Vise Technologies
New York
$2.33M -$134K -249 -5%
HH
1336
Hilltop Holdings
Texas
$2.32M +$149K +277 +7%
LCM
1337
Lattice Capital Management
Washington
$2.32M – – –
CYG
1338
Clean Yield Group
Vermont
$2.32M -$36.3K -60 -2%
RLWM
1339
RF&L Wealth Management
Massachusetts
$2.32M -$193K -360 -8%
CWA
1340
Consilium Wealth Advisory
Texas
$2.31M +$86.5K +161 +4%
Koshinski Asset Management
1341
Koshinski Asset Management
Illinois
$2.31M +$81.1K +151 +4%
CGH
1342
CMG Global Holdings
Texas
$2.31M -$8.06K -15 -0.3%
TA
1343
Trellis Advisors
Washington
$2.31M -$1.61K -3 -0.1%
CFP
1344
Catalyst Financial Partners
Massachusetts
$2.3M +$305K +567 +15%
TNAM
1345
Terra Nova Asset Management
New York
$2.3M – – –
Balyasny Asset Management
1346
Balyasny Asset Management
Illinois
$2.29M +$2.29M +4,260 New
BCP
1347
Blackhawk Capital Partners
Wisconsin
$2.29M – – –
FSA
1348
Financial Security Advisor
Virginia
$2.29M +$2.29M +4,256 New
FIM
1349
Freedom Investment Management
Connecticut
$2.28M +$450K +837 +25%
TW
1350
Towerpoint Wealth
California
$2.28M -$1.07K -2 -0%
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