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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 %
GCM
1726
Gladius Capital Management
Illinois
$1.2M +$1.2M +2,235 New
SIA
1727
Strategic Investment Advisors
Michigan
$1.2M +$123K +229 +11%
JWCA
1728
J.W. Coons Advisors
Ohio
$1.2M – – –
NRI
1729
NFP Retirement Inc
California
$1.2M +$35.4K +66 +3%
SIC
1730
Sigma Investment Counselors
Michigan
$1.2M +$39.7K +74 +3%
TWP
1731
Tempus Wealth Planning
California
$1.19M +$8.06K +15 +0.7%
SCA
1732
Sandy Cove Advisors
Massachusetts
$1.19M +$537 +1 +0%
GSEP
1733
Golden State Equity Partners
California
$1.19M -$51.6K -96 -4%
RCM
1734
RB Capital Management
Nevada
$1.18M -$8.59K -16 -0.7%
MIM
1735
Merrion Investment Management
New Jersey
$1.18M – – –
AOWM
1736
Alpha Omega Wealth Management
Virginia
$1.18M -$155K -288 -12%
HZ
1737
Hixon Zuercher
Ohio
$1.18M – – –
WA
1738
WESPAC Advisors
California
$1.17M +$213K +397 +22%
KIC
1739
Kensington Investment Counsel
California
$1.17M +$67.7K +126 +6%
HHGA
1740
Halbert Hargrove Global Advisors
California
$1.17M -$11.8K -22 -1%
TBNY
1741
Trustco Bank (New York)
New York
$1.17M -$8.59K -16 -0.7%
HIG
1742
Heritage Investment Group
Florida
$1.17M +$77.4K +144 +7%
CIM
1743
CIM Investment Management
Pennsylvania
$1.16M -$23.1K -43 -2%
CIP
1744
Capital Insight Partners
Arizona
$1.16M -$67.1K -125 -5%
CFO
1745
Collective Family Office
Pennsylvania
$1.16M -$73.1K -136 -6%
MMM
1746
Mendel Money Management
Illinois
$1.16M – – –
PTP
1747
Platform Technology Partners
New York
$1.16M +$33.8K +63 +3%
CC
1748
Cipher Capital
New York
$1.16M +$1.16M +2,151 New
AAP
1749
Arax Advisory Partners
Colorado
$1.15M -$18.3K -34 -2%
WE
1750
Wealth Effects
Massachusetts
$1.15M +$446K +830 +63%
68 69
70
71 72