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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 %
TAM
1626
Taurus Asset Management
New York
$1.42M – – –
CGA
1627
Compound Global Advisors
Washington
$1.41M +$1.41M +8,238 New
PPP
1628
Private Portfolio Partners
New Jersey
$1.41M +$98.8K +184 +8%
GGS
1629
Galvin Gaustad & Stein
Arizona
$1.4M -$38.7K -72 -3%
WCM
1630
WealthBridge Capital Management
Ohio
$1.4M +$315K +587 +29%
AIM
1631
ARGA Investment Management
Connecticut
$1.4M -$493K -918 -26%
LA
1632
Lane & Associates
New Jersey
$1.4M +$9.13K +17 +0.7%
AI
1633
AXS Investments
New York
$1.4M -$331K -617 -19%
BAM
1634
Bosun Asset Management
Illinois
$1.4M – – –
CWG
1635
Crown Wealth Group
North Carolina
$1.39M -$14K -26 -1%
MCM
1636
Marathon Capital Management
Maryland
$1.39M – – –
WMA
1637
West Michigan Advisors
Michigan
$1.39M +$1.07K +2 +0.1%
BOM
1638
Bank of Marin
California
$1.38M – – –
RTC
1639
Riverview Trust Company
Washington
$1.38M – – –
PCS
1640
Personal CFO Solutions
New Jersey
$1.38M +$286K +532 +26%
TDC
1641
Thompson Davis & Co
Virginia
$1.38M -$685K -1,275 -33%
BFIC
1642
Bedell Frazier Investment Counselling
California
$1.38M -$269K -500 -16%
TFCM
1643
Taylor Frigon Capital Management
Arizona
$1.38M -$578K -1,076 -29%
BCCM
1644
Bridge Creek Capital Management
Massachusetts
$1.38M -$1.61K -3 -0.1%
MW
1645
Marcum Wealth
Ohio
$1.38M -$54.3K -101 -4%
CSI
1646
Cross Staff Investments
New York
$1.38M – – –
FFG
1647
Frisch Financial Group
New York
$1.37M – – –
AT
1648
American Trust
Kentucky
$1.36M -$72.5K -135 -5%
BEI
1649
Benjamin Edwards Inc
Missouri
$1.36M -$205K -382 -13%
EW
1650
Evoke Wealth
California
$1.36M +$195K +363 +17%
64 65
66
67 68