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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 %
CS
1751
Cannell & Spears
New York
$1.15M – – –
CH
1752
Canton Hathaway
Rhode Island
$1.15M – – –
FWIA
1753
Fort Washington Investment Advisors
Ohio
$1.15M -$38.1K -71 -3%
PFGIA
1754
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M +$762K +1,418 +196%
BBI
1755
Baxter Bros Inc
Connecticut
$1.15M -$5.37K -10 -0.5%
FEG
1756
Financial Enhancement Group
Indiana
$1.15M – – –
SSI
1757
Scott & Selber Inc
Texas
$1.15M -$537 -1 -0%
SRC
1758
Sage Rhino Capital
California
$1.15M – – –
NCM
1759
NCM Capital Management
New Jersey
$1.14M -$47.8K -89 -4%
GWSG
1760
GPS Wealth Strategies Group
Colorado
$1.14M +$156K +291 +16%
WCM
1761
Washburn Capital Management
Florida
$1.14M +$137K +255 +14%
ABLA
1762
Alan B. Lancz & Associates
Ohio
$1.14M – – –
BLC
1763
Brown, Lisle/Cummings
Rhode Island
$1.14M +$26.9K +50 +2%
SFS
1764
Summit Financial Strategies
Ohio
$1.13M +$376K +700 +50%
AA
1765
Alta Advisers
United Kingdom
$1.13M – – –
FIM
1766
Fruth Investment Management
Texas
$1.13M – – –
BCM
1767
Buckhead Capital Management
Georgia
$1.12M -$32.8K -61 -3%
VHAM
1768
Van Hulzen Asset Management
California
$1.12M -$2.45M -4,561 -69%
UL
1769
Unionview LLC
Washington
$1.12M -$27.9K -52 -2%
BWM
1770
Birchcreek Wealth Management
Ohio
$1.12M -$5.37K -10 -0.5%
SWS
1771
SYSTM Wealth Solutions
Illinois
$1.12M +$122K +227 +12%
OL
1772
Optas LLC
Texas
$1.11M +$443K +825 +66%
WIM
1773
WealthPlan Investment Management
Nebraska
$1.11M – – –
MLFP
1774
MPS Loria Financial Planners
Illinois
$1.11M +$3.22K +6 +0.3%
PIMG
1775
Patriot Investment Management Group
Tennessee
$1.11M -$2.69K -5 -0.2%
69 70
71
72 73