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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 %
PCM
1426
Pennsylvania Capital Management
Pennsylvania
$1.96M +$10.2K +19 +0.5%
WHG
1427
Westwood Holdings Group
Texas
$1.96M -$143K -266 -7%
EWM
1428
Evermay Wealth Management
Virginia
$1.95M +$39.2K +73 +2%
VDI
1429
Vaughan David Investments
Illinois
$1.95M +$10.7K +20 +0.6%
LW
1430
Linscomb Wealth
Texas
$1.94M -$20.4K -38 -1%
EFG
1431
Everhart Financial Group
Ohio
$1.94M +$129K +240 +7%
PPW
1432
Parcion Private Wealth
Washington
$1.94M +$39.7K +74 +2%
CCB
1433
Country Club Bank
Missouri
$1.94M – – –
QAM
1434
Q3 Asset Management
Michigan
$1.93M +$1.93M +3,589 New
CSB
1435
City State Bank
Iowa
$1.93M -$94K -175 -5%
PWP
1436
Private Wealth Partners
California
$1.93M +$612K +1,140 +47%
JWBC
1437
J.W. Burns & Co
New York
$1.92M – – –
KLCM
1438
KG&L Capital Management
Louisiana
$1.9M -$1.02M -1,905 -35%
KA
1439
Kercheville Advisors
Texas
$1.89M +$1.89M +3,522 New
IIM
1440
InTrack Investment Management
Vermont
$1.89M -$1.05M -1,950 -36%
BSB
1441
Bangor Savings Bank
Maine
$1.89M -$10.2K -19 -0.5%
FMTC
1442
Farmers & Merchants Trust Company
California
$1.89M +$91.3K +170 +5%
GG
1443
Golden Green
South Carolina
$1.89M +$4.3K +8 +0.2%
CT
1444
Clearstead Trust
Maine
$1.88M – – –
RCAG
1445
Rehmann Capital Advisory Group
Michigan
$1.88M -$72K -134 -4%
HDIM
1446
Hanson & Doremus Investment Management
Vermont
$1.88M – – –
BTW
1447
Boston Trust Walden
Massachusetts
$1.88M -$80.6K -150 -4%
WDG
1448
Wealth Dimensions Group
Ohio
$1.88M -$9.67K -18 -0.5%
MYIA
1449
Mount Yale Investment Advisors
Colorado
$1.87M -$88.6K -165 -5%
BWA
1450
Blodgett Wealth Advisors
California
$1.87M -$56.4K -105 -3%
56 57
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