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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 %
SWIG
1576
Strategic Wealth Investment Group
Kentucky
$1.56M -$21.5K -40 -1%
AC
1577
Allstate Corporation
Illinois
$1.56M – – –
AC
1578
Avestar Capital
New York
$1.56M +$289K +538 +23%
BCM
1579
Boltwood Capital Management
California
$1.56M -$179K -333 -10%
HI
1580
Hendershot Investments
Virginia
$1.56M -$83.3K -155 -5%
FFP
1581
FourThought Financial Partners
Florida
$1.55M +$5.37K +10 +0.3%
CWM
1582
Connecticut Wealth Management
Connecticut
$1.55M +$553K +1,029 +55%
RL
1583
Retireful LLC
Michigan
$1.55M +$1.55M +2,881 New
MCM
1584
Manchester Capital Management
Vermont
$1.55M +$107K +199 +7%
USB
1585
Union Savings Bank
Connecticut
$1.54M -$13.4K -25 -0.9%
AWE
1586
Avidian Wealth Enterprises
Texas
$1.52M -$101K -188 -6%
NAS
1587
Nicolet Advisory Services
Wisconsin
$1.52M +$169K +318 +13%
EI
1588
Ellevest Inc
New York
$1.52M +$43K +80 +3%
PSP
1589
Principal Street Partners
Tennessee
$1.51M -$90.8K -169 -6%
PAM
1590
Pegasus Asset Management
New York
$1.5M – – –
MCM
1591
Monument Capital Management
Virginia
$1.5M +$11.3K +21 +0.8%
MSA
1592
Marino Stram & Associates
Massachusetts
$1.5M +$10.2K +19 +0.7%
GAM
1593
Garrison Asset Management
Arkansas
$1.5M +$35.5K +66 +2%
BFG
1594
Berger Financial Group
Minnesota
$1.5M +$7.52K +14 +0.5%
MA
1595
MONECO Advisors
Connecticut
$1.49M +$26.3K +49 +2%
WFC
1596
Western Financial Corp
California
$1.49M -$185K -345 -11%
1WA
1597
180 Wealth Advisors
Washington
$1.49M -$11.8K -22 -0.8%
CAM
1598
Costello Asset Management
Pennsylvania
$1.48M -$148K -275 -9%
RPCONE
1599
Retirement Planning Company of New England
Rhode Island
$1.48M +$166K +309 +13%
FMP
1600
Financial Management Professionals
Texas
$1.48M +$27.9K +52 +2%
62 63
64
65 66