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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 %
AIC
1401
Archer Investment Corporation
Indiana
$2.08M +$6.45K +12 +0.3%
CI
1402
Cavalier Investments
Georgia
$2.08M +$842K +1,568 +68%
KA
1403
Kovack Advisors
Florida
$2.08M +$274K +511 +15%
KC
1404
Kenfarb & Co
Kentucky
$2.07M -$220K -410 -10%
PWPS
1405
Pinnacle Wealth Planning Services
Ohio
$2.07M +$12.4K +23 +0.6%
UBG
1406
United Bank (Georgia)
Georgia
$2.07M -$32.2K -60 -2%
PS
1407
Planned Solutions
California
$2.06M – – –
JAFL
1408
Jay A. Fishman Ltd
Michigan
$2.06M – – –
CFO
1409
Capitol Family Office
Oregon
$2.06M +$2.06M +3,838 New
SCA
1410
Sippican Capital Advisors
Massachusetts
$2.06M -$153K -285 -7%
AGC
1411
Aspen Grove Capital
Colorado
$2.06M +$1.22M +2,267 +145%
WMA
1412
Wealth Management Associates
New Jersey
$2.05M +$10.2K +19 +0.5%
BMA
1413
Brooks Moore & Associates
Tennessee
$2.05M -$402K -748 -16%
HIS
1414
Harvest Investment Services
Illinois
$2.05M +$2.05M +3,815 New
TT
1415
TI-Trust
Illinois
$2.04M +$16.7K +31 +0.8%
CA
1416
Centerpoint Advisors
Massachusetts
$2.02M -$243K -453 -11%
BCM
1417
BlueCrest Capital Management
Jersey
$2.01M +$796K +1,482 +65%
B
1418
Bellecapital
Switzerland
$2.01M -$487K -906 -19%
JFGIW
1419
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.01M +$14K +26 +0.7%
V
1420
VeraBank
Texas
$2.01M +$37.6K +70 +2%
KMWM
1421
Keudell/Morrison Wealth Management
Oregon
$2.01M +$43.5K +81 +2%
PWMAG
1422
Pinnacle Wealth Management Advisory Group
New Jersey
$2.01M +$2.15K +4 +0.1%
FNBTCON
1423
First National Bank & Trust Co of Newtown
Pennsylvania
$2.01M -$403K -750 -17%
CPC
1424
Congress Park Capital
New York
$1.97M +$326K +606 +20%
AAM
1425
Aureus Asset Management
Massachusetts
$1.96M +$56.4K +105 +3%
55 56
57
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