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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 %
CTC
1601
Corundum Trust Company
South Dakota
$1.48M -$2.69K -5 -0.2%
FFA
1602
Founders Financial Alliance
North Carolina
$1.47M -$92.9K -173 -6%
CIR
1603
Clear Investment Research
Georgia
$1.47M +$5.91K +11 +0.4%
TSS
1604
Thomas Story & Son
Indiana
$1.47M – – –
PFS
1605
Physicians Financial Services
North Carolina
$1.47M +$5.37K +10 +0.4%
PF
1606
Prosperitas Financial
California
$1.46M +$1.46M +2,726 New
IW
1607
Imprint Wealth
South Carolina
$1.46M -$449K -835 -23%
BG
1608
Benedetti & Gucer
Georgia
$1.46M -$67.1K -125 -4%
MAM
1609
Mystic Asset Management
Rhode Island
$1.46M -$67.1K -125 -4%
JWM
1610
Jupiter Wealth Management
Colorado
$1.46M +$102K +171 +8%
TSW
1611
Thompson Siegel & Walmsley
Virginia
$1.45M +$26.3K +49 +2%
BC
1612
Belmont Capital
California
$1.45M +$1.43M +2,655 +6,174%
PA
1613
PSI Advisors
Florida
$1.45M +$29.5K +55 +2%
BB
1614
Bell Bank
North Dakota
$1.45M +$152K +283 +12%
SAM
1615
SP Asset Management
California
$1.45M +$163K +304 +13%
SRAM
1616
Spouting Rock Asset Management
Pennsylvania
$1.44M -$94.5K -176 -6%
OHWA
1617
Oak Hill Wealth Advisors
Virginia
$1.44M -$173K -323 -11%
SCM
1618
Stevens Capital Management
Pennsylvania
$1.44M +$1.44M +2,674 New
MA
1619
MCF Advisors
Kentucky
$1.43M -$97.7K -182 -6%
RPWA
1620
Regent Peak Wealth Advisors
Georgia
$1.43M +$239K +444 +20%
BBA
1621
BLB&B Advisors
Pennsylvania
$1.43M -$4.83K -9 -0.3%
AO
1622
Advisor OS
Illinois
$1.43M +$130K +242 +10%
LFA
1623
Legacy Financial Advisors
Kentucky
$1.43M +$11.3K +21 +0.8%
CCM
1624
Carlson Capital Management
Minnesota
$1.42M +$2.15K +4 +0.2%
SQA
1625
Simon Quick Advisors
New Jersey
$1.42M +$416K +775 +41%
63 64
65
66 67