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 %
WP
1776
WealthShield Partners
North Carolina
$1.11M +$637K +1,186 +135%
MFC
1777
Mechanics Financial Corp
Ohio
$1.11M -$80.6K -150 -7%
AFG
1778
Atomi Financial Group
New York
$1.11M -$25.8K -48 -2%
SDAM
1779
Shulman DeMeo Asset Management
New York
$1.1M -$23.1K -43 -2%
WP
1780
Wealthspan Partners
Iowa
$1.1M -$8.59K -16 -0.8%
IP
1781
Ignite Planners
California
$1.1M +$3.79K +7 +0.3%
EL
1782
Essex LLC
Illinois
$1.1M +$104K +193 +10%
LA
1783
Legacy Advisors
Pennsylvania
$1.1M +$141K +262 +15%
T
1784
TRUADVICE
Florida
$1.1M -$117K -195 -10%
TWM
1785
TriaGen Wealth Management
California
$1.09M +$715K +1,332 +190%
HT
1786
Headlands Technologies
Illinois
$1.09M +$696K +1,296 +176%
CCG
1787
Ceeto Capital Group
Florida
$1.09M – – –
DWM
1788
Drive Wealth Management
Utah
$1.09M +$88.1K +164 +9%
BFA
1789
Bragg Financial Advisors
North Carolina
$1.09M -$27.9K -52 -3%
RB
1790
Renasant Bank
Mississippi
$1.09M +$164K +305 +18%
FAG
1791
Fortitude Advisory Group
Washington
$1.08M -$3.76K -7 -0.3%
PA
1792
PFG Advisors
Arizona
$1.08M -$1.44M -2,678 -57%
HWM
1793
HighMark Wealth Management
Minnesota
$1.08M -$15K -28 -1%
BFA
1794
Bill Few Associates
Pennsylvania
$1.08M -$10.7K -20 -1%
WF
1795
WoodTrust Financial
Wisconsin
$1.08M -$53.7K -100 -5%
NL
1796
Navalign LLC
California
$1.08M – – –
KP
1797
Keel Point
Alabama
$1.08M +$16.1K +30 +2%
DPI
1798
Diversified Portfolios Inc
Michigan
$1.08M -$55.9K -104 -5%
TIA
1799
Tiemann Investment Advisors
California
$1.07M -$537 -1 -0%
DMC
1800
Drexel Morgan & Co
Pennsylvania
$1.07M – – –
70 71
72
73 74