LLY icon

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 %
SWM
1701
Stockman Wealth Management
Montana
$1.24M +$26.9K +50 +2%
TNBTD
1702
Trustmark National Bank Trust Department
Mississippi
$1.24M +$683K +1,271 +123%
PAMP
1703
Polar Asset Management Partners
Ontario, Canada
$1.24M -$8.7M -16,200 -88%
CCFM
1704
Clear Creek Financial Management
Washington
$1.23M +$608K +1,132 +98%
AAB
1705
ABN AMRO Bank
Netherlands
$1.23M -$124K -230 -9%
Wolverine Trading
1706
Wolverine Trading
Illinois
$1.23M -$6.43M -11,980 -84%
UF
1707
Univest Financial
Pennsylvania
$1.23M -$107K -200 -8%
VCM
1708
Vivaldi Capital Management
Illinois
$1.23M +$39.2K +73 +3%
GG
1709
Gleason Group
Kentucky
$1.23M +$2.69K +5 +0.2%
SSWM
1710
Sheets Smith Wealth Management
North Carolina
$1.23M +$537 +1 +0%
SS
1711
Sunbelt Securities
Texas
$1.22M -$3.22K -6 -0.3%
WC
1712
Westhampton Capital
North Carolina
$1.22M +$1.22M +2,266 New
EP
1713
Edgestream Partners
New Jersey
$1.22M -$5.03M -9,361 -81%
HT
1714
Heritage Trust
Oklahoma
$1.22M +$288K +537 +31%
ARMT
1715
Amica Retiree Medical Trust
Rhode Island
$1.22M – – –
MFC
1716
Morris Financial Concepts
South Carolina
$1.21M -$26.9K -50 -2%
WCA
1717
Westover Capital Advisors
Delaware
$1.21M – – –
MCCA
1718
Mill Creek Capital Advisors
Pennsylvania
$1.21M -$305K -567 -20%
LP
1719
LGL Partners
Pennsylvania
$1.21M – – –
TC
1720
Telemus Capital
Michigan
$1.21M -$324K -603 -21%
FH
1721
FWG Holdings
Florida
$1.21M -$40.4K -77 -3%
MIM
1722
Marco Investment Management
Georgia
$1.21M +$26.9K +50 +2%
AIA
1723
Armor Investment Advisors
North Carolina
$1.21M +$2.69K +5 +0.2%
AAS
1724
Annex Advisory Services
Wisconsin
$1.21M +$6.45K +12 +0.5%
MCM
1725
MV Capital Management
Maryland
$1.21M +$13.4K +25 +1%
67 68
69
70 71