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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 %
EGA
1651
E&G Advisors
Texas
$1.36M -$107K -200 -7%
PFBT
1652
Parkside Financial Bank & Trust
Missouri
$1.36M +$131K +244 +11%
KFGK
1653
Keystone Financial Group (Kentucky)
Kentucky
$1.36M +$359K +668 +36%
CCA
1654
Childress Capital Advisors
Texas
$1.35M +$1.05M +1,948 +346%
CFO
1655
CVA Family Office
Colorado
$1.35M +$49.4K +92 +4%
FWI
1656
Facet Wealth Inc
Maryland
$1.35M +$49.3K +89 +4%
WAS
1657
Wesleyan Assurance Society
United Kingdom
$1.34M – – –
FPCP
1658
Fort Point Capital Partners
California
$1.34M +$100K +187 +8%
ACA
1659
Atlas Capital Advisors
Wyoming
$1.34M -$389K -725 -23%
LWM
1660
Laidlaw Wealth Management
New York
$1.34M -$118K -220 -8%
M
1661
MOTCO
Texas
$1.34M -$32.2K -60 -2%
LRPA
1662
L. Roy Papp & Associates
Arizona
$1.33M -$26.9K -50 -2%
WIM
1663
Westside Investment Management
California
$1.33M -$87K -162 -6%
BDA
1664
Borer Denton & Associates
Pennsylvania
$1.33M – – –
CAMG
1665
CWA Asset Management Group
Florida
$1.32M +$161K +300 +14%
UCB
1666
United Community Bank
South Carolina
$1.32M +$853K +1,588 +182%
CF
1667
Copperwynd Financial
Arizona
$1.32M -$1.01M -1,885 -43%
BWA
1668
Burt Wealth Advisors
Maryland
$1.32M -$100K -187 -7%
SIG
1669
Sargent Investment Group
Maryland
$1.32M +$73.6K +137 +6%
OW
1670
Olistico Wealth
Oklahoma
$1.31M +$34.9K +65 +3%
BIP
1671
Blueprint Investment Partners
North Carolina
$1.31M +$216K +403 +20%
PI
1672
PFG Investments
New York
$1.31M -$10.2K -19 -0.8%
TAM
1673
Townsend Asset Management
North Carolina
$1.31M -$10.7K -20 -0.8%
AIP
1674
Almanack Investment Partners
Pennsylvania
$1.31M +$554K +1,031 +73%
IGWM
1675
ICA Group Wealth Management
Colorado
$1.3M +$43K +80 +3%
65 66
67
68 69