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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 %
WPA
1551
West Paces Advisors
Georgia
$1.62M -$165K -307 -9%
MWM
1552
Mattern Wealth Management
Kansas
$1.61M +$2.15K +4 +0.1%
LFA
1553
Laraway Financial Advisors
Minnesota
$1.61M -$39.2K -73 -2%
FSC
1554
Full Sail Capital
Oklahoma
$1.61M -$24.2K -45 -1%
CW
1555
Channel Wealth
California
$1.61M +$59.1K +110 +4%
JGIA
1556
Jackson Grant Investment Advisers
Connecticut
$1.61M -$257K -478 -14%
AHC
1557
Adell Harriman & Carpenter
Texas
$1.6M +$447K +832 +39%
CP
1558
CenterBook Partners
Connecticut
$1.6M -$447K -832 -22%
WEG
1559
World Equity Group
Illinois
$1.59M +$800K +1,492 +101%
SF
1560
Summit Financial
New Jersey
$1.59M -$4.04M -7,516 -72%
LA
1561
LVW Advisors
New York
$1.59M +$541K +1,008 +52%
SWA
1562
Sutton Wealth Advisors
Florida
$1.59M +$8.06K +15 +0.5%
AF
1563
Advisornet Financial
Minnesota
$1.58M -$429K -799 -21%
PG
1564
Patten Group
Tennessee
$1.58M -$42.4K -79 -3%
HI
1565
Hudock Inc
Pennsylvania
$1.58M +$53.7K +100 +4%
PBC
1566
Pavion Blue Capital
California
$1.58M – – –
GLLW
1567
Graves Light Lenhart Wealth
Virginia
$1.58M – – –
BMM
1568
Buffington Mohr McNeal
Idaho
$1.58M -$336K -625 -18%
BCG
1569
Breakwater Capital Group
New Jersey
$1.58M +$50.5K +91 +3%
HWA
1570
HHM Wealth Advisors
Tennessee
$1.58M -$2.15K -4 -0.1%
AIA
1571
Alera Investment Advisors
Illinois
$1.58M -$67.1K -125 -4%
AWA
1572
AmeriServ Wealth Advisors
Pennsylvania
$1.57M -$42.4K -79 -3%
BFO
1573
Biltmore Family Office
North Carolina
$1.57M -$41.9K -78 -3%
NQWM
1574
Northwest Quadrant Wealth Management
Oregon
$1.56M +$2.15K +4 +0.1%
MFG
1575
Monumental Financial Group
Maryland
$1.56M +$53.2K +99 +4%
61 62
63
64 65