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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 %
CAGAS
1451
Capital Advisory Group Advisory Services
Minnesota
$1.87M +$1.87M +3,477 New
GIM
1452
Guild Investment Management
California
$1.86M +$222K +414 +14%
RSA
1453
River Street Advisors
Illinois
$1.86M -$12.9K -24 -0.7%
UBV
1454
United Bank (Virginia)
Virginia
$1.86M – – –
OC
1455
Oakworth Capital
Alabama
$1.85M +$16.1K +30 +0.9%
BB
1456
Berkshire Bank
Massachusetts
$1.85M -$96.7K -180 -5%
DDC
1457
DF Dent & Co
Maryland
$1.84M -$11.3K -21 -0.6%
DLA
1458
Douglas Lane & Associates
New York
$1.84M +$10.2K +19 +0.6%
PGWM
1459
Parisi Gray Wealth Management
New Jersey
$1.83M +$1.83M +3,413 New
LWM
1460
Ledge Wealth Management
Minnesota
$1.83M +$168K +312 +10%
AWM
1461
Accurate Wealth Management
Florida
$1.83M +$242K +398 +15%
RIA
1462
Regal Investment Advisors
Michigan
$1.83M +$79.5K +148 +5%
CBT
1463
Central Bank & Trust
Kentucky
$1.83M -$6.98K -13 -0.4%
DDPIC
1464
Deroy & Devereaux Private Investment Counsel
Michigan
$1.83M – – –
RA
1465
Rational Advisors
New York
$1.83M -$537K -1,000 -23%
AC
1466
AXQ Capital
New Jersey
$1.83M +$1.83M +3,400 New
WPW
1467
Warther Private Wealth
Ohio
$1.83M -$10.7K -20 -0.6%
CAI
1468
Capital Advisors Inc
Oklahoma
$1.82M +$58K +108 +3%
ESBC
1469
E.S. Barr & Co
Kentucky
$1.82M – – –
CAM
1470
Campion Asset Management
Virginia
$1.81M – – –
HBT
1471
Hills Bank & Trust
Iowa
$1.81M -$489K -911 -21%
MIC
1472
Means Investment Company
Maine
$1.81M -$129K -240 -7%
KAS
1473
KPP Advisory Services
Kentucky
$1.8M +$1.8M +3,358 New
HIP
1474
HUB Investment Partners
Texas
$1.8M -$61.2K -114 -3%
MIM
1475
Moseley Investment Management
Florida
$1.8M -$18.8K -35 -1%
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