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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 %
6F
1676
626 Financial
Michigan
$1.3M – – –
LWM
1677
Lyell Wealth Management
California
$1.3M – – –
OCBCO
1678
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.29M +$921K +1,714 +247%
CC
1679
Corton Capital
Ontario, Canada
$1.29M -$68.8K -128 -5%
IWA
1680
IVC Wealth Advisors
Pennsylvania
$1.29M -$286K -533 -18%
MA
1681
MJP Associates
Connecticut
$1.29M +$98.3K +183 +8%
DF
1682
Donoghue Forlines
Massachusetts
$1.29M -$226K -420 -15%
QPWM
1683
Quadrant Private Wealth Management
Pennsylvania
$1.28M -$58.6K -109 -4%
PWMG
1684
Provence Wealth Management Group
California
$1.28M +$120K +223 +10%
RZH
1685
Relyea Zuckerberg Hanson
Connecticut
$1.27M +$286K +532 +29%
C
1686
Certuity
Florida
$1.27M +$64.5K +120 +5%
DFCM
1687
Dark Forest Capital Management
Puerto Rico
$1.27M -$1.1M -2,056 -47%
RAM
1688
Riggs Asset Management
Pennsylvania
$1.27M +$1.61K +3 +0.1%
PBO
1689
Peoples Bank (Ohio)
Ohio
$1.27M -$86.5K -161 -6%
NFG
1690
Nadler Financial Group
Illinois
$1.27M +$80.6K +150 +7%
MRCM
1691
M&R Capital Management
New Jersey
$1.26M -$57.5K -107 -4%
MC
1692
Miramar Capital
Illinois
$1.26M – – –
LCM
1693
Liberty Capital Management
Michigan
$1.26M – – –
JGGDR
1694
JGP Global Gestao de Recursos
Brazil
$1.26M -$551K -1,025 -30%
LC
1695
LCNB Corp
Ohio
$1.25M -$24.2K -45 -2%
RC
1696
Roundview Capital
New Jersey
$1.25M +$22K +41 +2%
SIMG
1697
Sonora Investment Management Group
Arizona
$1.25M +$103K +191 +9%
GIP
1698
Greatmark Investment Partners
Georgia
$1.25M -$2.69K -5 -0.2%
OCM
1699
Orser Capital Management
Texas
$1.25M +$1.25M +2,320 New
PWLP
1700
Prio Wealth Limited Partnership
Massachusetts
$1.25M -$18.3K -34 -1%
66 67
68
69 70