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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 %
NW
1476
Naviter Wealth
Arkansas
$1.79M -$73.1K -136 -4%
EAM
1477
EFG Asset Management
Oregon
$1.79M +$86.5K +161 +5%
HCM
1478
Hollencrest Capital Management
California
$1.79M -$2.15K -4 -0.1%
BMCM
1479
Bryn Mawr Capital Management
Pennsylvania
$1.79M +$1.06M +1,981 +147%
TA
1480
Tectonic Advisors
Texas
$1.78M +$149K +278 +9%
PAG
1481
Powers Advisory Group
Illinois
$1.78M -$127K -237 -7%
PA
1482
Procyon Advisors
Connecticut
$1.78M +$477K +888 +37%
CAM
1483
Cozad Asset Management
Illinois
$1.77M – – –
AFG
1484
Allegheny Financial Group
Pennsylvania
$1.77M +$186K +346 +12%
BPCA
1485
Bank Pictet & Cie (Asia)
Singapore
$1.77M -$44K -82 -2%
VWM
1486
Vigilare Wealth Management
Arizona
$1.77M +$16.1K +30 +0.9%
GC
1487
Gratus Capital
Georgia
$1.76M +$127K +237 +8%
MIFH
1488
Migdal Insurance & Financial Holdings
Israel
$1.76M +$1.76M +3,251 New
PP
1489
Patron Partners
Texas
$1.76M +$29.5K +55 +2%
SFA
1490
Souders Financial Advisors
Ohio
$1.75M -$45.7K -85 -3%
FBA
1491
Front Barnett Associates
Illinois
$1.75M – – –
SGK
1492
Steigerwald Gordon & Koch
Virginia
$1.75M -$26.9K -50 -2%
CM
1493
CastleKnight Management
New York
$1.75M -$349K -650 -17%
WAM
1494
WealthTrust Asset Management
Florida
$1.74M +$1.74M +3,248 New
WAAG
1495
Wealth Alliance Advisory Group
Kansas
$1.74M +$10.7K +20 +0.6%
BCM
1496
Barden Capital Management
Texas
$1.73M +$11.8K +22 +0.7%
SOAMC
1497
Spirit of America Management Corp
New York
$1.72M – – –
GEA
1498
Glen Eagle Advisors
New Jersey
$1.72M -$648K -1,206 -27%
RSC
1499
Red Spruce Capital
Pennsylvania
$1.72M -$129K -240 -7%
RCWM
1500
Royal Capital Wealth Management
Indiana
$1.72M – – –
58 59
60
61 62