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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 %
PTC
1351
Philadelphia Trust Company
Pennsylvania
$2.27M +$2.69K +5 +0.1%
CFCI
1352
Comprehensive Financial Consultants Institutional
Indiana
$2.25M -$11.3K -21 -0.5%
MMHP
1353
Murphy Middleton Hinkle & Parker
Georgia
$2.25M +$5.91K +11 +0.3%
GHAM
1354
Gilman Hill Asset Management
Connecticut
$2.25M -$349K -650 -13%
GCA
1355
Guardian Capital Advisors
Ontario, Canada
$2.25M -$69.6K -115 -3%
BTWM
1356
Baker Tilly Wealth Management
Wisconsin
$2.24M -$54.8K -102 -2%
HP
1357
HT Partners
Connecticut
$2.24M +$38.7K +72 +2%
SMA
1358
Sage Mountain Advisors
Georgia
$2.24M +$111K +206 +5%
WDC
1359
Woodward Diversified Capital
California
$2.24M +$7.52K +14 +0.3%
PFA
1360
Pettinga Financial Advisors
Indiana
$2.22M – – –
BWM
1361
BCGM Wealth Management
Indiana
$2.22M +$10.2K +19 +0.5%
CAG
1362
Csenge Advisory Group
Florida
$2.22M +$4.83K +9 +0.2%
BI
1363
Ballast Inc
Kentucky
$2.22M -$436K -812 -16%
TIMH
1364
Tilt Investment Management Holdings
New York
$2.22M – – –
IBOK
1365
Independence Bank of Kentucky
Kentucky
$2.22M +$37.6K +70 +2%
LCM
1366
Legato Capital Management
California
$2.21M -$1.29M -2,402 -37%
PL
1367
Perpetual Ltd
Australia
$2.21M +$229K +426 +12%
GIA
1368
GHP Investment Advisors
Colorado
$2.21M -$647K -1,062 -23%
AA
1369
Argent Advisors
Louisiana
$2.2M +$27.4K +51 +1%
RFG
1370
Range Financial Group
Oregon
$2.19M +$866K +1,613 +65%
CFS
1371
CRA Financial Services
New Jersey
$2.18M -$80.6K -150 -4%
AFA
1372
Abacus FCF Advisors
Florida
$2.18M -$59.6K -111 -3%
BAM
1373
Berkshire Asset Management
Pennsylvania
$2.18M -$4.3K -8 -0.2%
RFN
1374
RDA Financial Network
Iowa
$2.16M -$179K -333 -8%
HNW
1375
High Note Wealth
Minnesota
$2.16M +$97.2K +181 +5%
53 54
55
56 57