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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 %
FSA
1501
Financial Sense Advisors
California
$1.71M – – –
TA
1502
TFG Advisers
Michigan
$1.71M +$75.7K +141 +5%
FCB
1503
First County Bank
Connecticut
$1.71M -$2.69K -5 -0.2%
RSWM
1504
Robertson Stephens Wealth Management
California
$1.7M +$319K +594 +23%
AWM
1505
Angeles Wealth Management
California
$1.7M -$1.14M -2,126 -40%
CW
1506
CreativeOne Wealth
Kansas
$1.7M -$1.07M -1,998 -39%
SW
1507
SlateStone Wealth
Florida
$1.7M +$242K +450 +17%
BWP
1508
BSW Wealth Partners
Colorado
$1.7M +$199K +371 +13%
HAG
1509
HF Advisory Group
Maryland
$1.7M -$250K -466 -13%
RWB
1510
RMR Wealth Builders
New Jersey
$1.7M +$601K +1,118 +55%
SIC
1511
Samalin Investment Counsel
New York
$1.7M -$141K -262 -8%
SSWM
1512
Smith Salley Wealth Management
North Carolina
$1.69M -$46.7K -87 -3%
BP
1513
BBR Partners
New York
$1.69M +$502K +934 +42%
HI
1514
Human Investing
Oregon
$1.69M -$33.8K -63 -2%
WP
1515
WMS Partners
Maryland
$1.68M -$70.9K -132 -4%
EWA
1516
EverSource Wealth Advisors
Alabama
$1.68M -$34.4K -64 -2%
SW
1517
SteelPeak Wealth
California
$1.68M -$2.43M -4,515 -59%
SFS
1518
Stiles Financial Services
Minnesota
$1.68M -$52.1K -97 -3%
SXL
1519
Summit X LLC
Missouri
$1.68M +$1.4M +2,591 +500%
IAS
1520
Insigneo Advisory Services
Florida
$1.68M +$236K +440 +16%
VC
1521
Veracity Capital
Georgia
$1.68M +$183K +340 +12%
PWG
1522
Portside Wealth Group
Utah
$1.68M +$1.13M +2,103 +210%
DC
1523
Dantai Capital
Hong Kong
$1.68M +$1.03M +1,920 +160%
AI
1524
Accredited Investors
Minnesota
$1.67M +$1.67M +3,106 New
CIC
1525
Chilton Investment Company
Connecticut
$1.67M +$568K +1,058 +52%
59 60
61
62 63