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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 %
CMS
1526
Capital Market Strategies
Florida
$1.67M +$31K +59 +2%
IA
1527
IFG Advisory
Georgia
$1.67M +$1.67M +3,102 New
GD
1528
Grandfield & Dodd
New York
$1.67M -$21K -39 -1%
GKWIM
1529
Gerber Kawasaki Wealth & Investment Management
California
$1.67M -$24.2K -45 -1%
WBC
1530
West Branch Capital
Massachusetts
$1.67M +$24.7K +46 +2%
VCAM
1531
Van Cleef Asset Management
Ohio
$1.67M -$19.9K -37 -1%
MFA
1532
Mayflower Financial Advisors
Massachusetts
$1.65M -$4.03M -7,506 -71%
FNB
1533
Farmers National Bank
Kentucky
$1.65M -$23.6K -44 -1%
PWM
1534
Peterson Wealth Management
Nevada
$1.65M -$570K -1,062 -26%
AFP
1535
Ausdal Financial Partners
Iowa
$1.65M -$46.2K -86 -3%
NRG
1536
Nemes Rush Group
Michigan
$1.65M -$19.3K -36 -1%
TH
1537
TCTC Holdings
Texas
$1.64M -$3.22K -6 -0.2%
Fuller & Thaler Asset Management
1538
Fuller & Thaler Asset Management
California
$1.64M +$107K +200 +7%
IRAG
1539
Investment Research & Advisory Group
Georgia
$1.64M +$34.4K +64 +2%
GIA
1540
Guyasuta Investment Advisors
Pennsylvania
$1.64M +$12.4K +23 +0.8%
AWA
1541
Alta Wealth Advisors
Massachusetts
$1.64M +$160K +297 +11%
PPC
1542
Park Place Capital
Alabama
$1.63M +$266K +496 +19%
UH
1543
Unigestion Holding
Switzerland
$1.63M -$447K -832 -21%
SF
1544
Symphony Financial
Texas
$1.63M -$616K -1,146 -27%
SWA
1545
SFMG Wealth Advisors
Texas
$1.63M +$16.7K +31 +1%
CWP
1546
Concord Wealth Partners
Virginia
$1.63M -$215K -400 -12%
MSR
1547
Main Street Research
Connecticut
$1.63M +$2.15K +4 +0.1%
CHA
1548
Carmichael Hill & Associates
Maryland
$1.63M – – –
CGA
1549
Crescent Grove Advisors
Illinois
$1.62M +$34.4K +64 +2%
LC
1550
Lavaca Capital
Texas
$1.62M -$88.1K -164 -5%
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