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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 %
DIA
1376
Dana Investment Advisors
Wisconsin
$2.16M -$244K -454 -10%
CIG
1377
Cairn Investment Group
Washington
$2.15M +$14K +26 +0.7%
AWM
1378
Aries Wealth Management
Maine
$2.15M -$137K -222 -6%
PNAA
1379
Pictet North America Advisors
Switzerland
$2.15M – – –
JGUA
1380
John G. Ullman & Associates
New York
$2.15M +$16.1K +30 +0.8%
NC
1381
NewSquare Capital
Pennsylvania
$2.14M +$2.01M +3,749 +1,556%
LNB
1382
Ledyard National Bank
$2.14M +$10.7K +20 +0.5%
BIC
1383
Beach Investment Counsel
Pennsylvania
$2.13M -$107K -200 -5%
DMBA
1384
Deseret Mutual Benefit Administrators
Utah
$2.13M -$179K -334 -8%
CWP
1385
CFM Wealth Partners
Texas
$2.13M +$10.7K +20 +0.5%
CAC
1386
Certified Advisory Corp
Florida
$2.13M +$1.91M +33,435 +889%
BIP
1387
Bouvel Investment Partners
Pennsylvania
$2.13M +$2.13M +3,957 New
BWM
1388
BCS Wealth Management
Tennessee
$2.13M +$2.13M +3,957 New
FHC
1389
First Heartland Consultants
Missouri
$2.12M +$31.7K +59 +2%
HIM
1390
Hanlon Investment Management
New Jersey
$2.12M -$395K -736 -16%
SA
1391
Shilanski & Associates
Alaska
$2.11M -$1.61K -3 -0.1%
GC
1392
Grimes & Company
Massachusetts
$2.11M +$10.7K +20 +0.5%
RIA
1393
Realta Investment Advisors
Delaware
$2.11M -$51.6K -110 -2%
AWA
1394
Arkadios Wealth Advisors
Georgia
$2.11M +$741K +1,380 +54%
AGA
1395
Accuvest Global Advisors
Utah
$2.1M -$260K -484 -11%
WAM
1396
Worth Asset Management
Texas
$2.1M +$1.91M +3,559 +1,003%
MIP
1397
Marietta Investment Partners
Wisconsin
$2.1M – – –
BLAM
1398
Bourne Lent Asset Management
New York
$2.1M -$10.7K -20 -0.5%
GA
1399
Geller Advisors
New York
$2.1M +$359K +668 +21%
APP
1400
Avantax Planning Partners
Iowa
$2.09M +$677K +1,261 +48%
54 55
56
57 58