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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 %
BA
1801
Bristlecone Advisors
Washington
$1.07M – – –
APG
1802
Abacus Planning Group
South Carolina
$1.06M +$47.8K +89 +5%
PWW
1803
Pettyjohn Wood & White
Virginia
$1.06M -$5.37K -10 -0.5%
CF
1804
Centaurus Financial
California
$1.06M -$368K -685 -26%
TCM
1805
Tributary Capital Management
Nebraska
$1.05M -$207K -385 -16%
GCM
1806
Goldstream Capital Management
Hong Kong
$1.05M +$145K +270 +16%
FNBOH
1807
First National Bank of Hutchinson
Kansas
$1.05M -$322K -600 -24%
GFP
1808
Gryphon Financial Partners
Ohio
$1.05M -$17.7K -33 -2%
GP
1809
Girard Partners
Pennsylvania
$1.04M -$45.7K -85 -4%
DCM
1810
DGS Capital Management
New Jersey
$1.04M +$127K +236 +14%
EP
1811
Eudaimonia Partners
Tennessee
$1.04M -$47.8K -89 -4%
OP
1812
ORG Partners
Indiana
$1.04M +$187K +348 +22%
LMKC
1813
L.M. Kohn & Company
Ohio
$1.04M +$59.1K +110 +6%
WCM
1814
Wallace Capital Management
Texas
$1.04M -$201K -374 -16%
EA
1815
Eudaimonia Advisors
Tennessee
$1.04M +$2.69K +5 +0.3%
WI
1816
WrapManager Inc
California
$1.04M +$258K +480 +33%
BAM
1817
Brave Asset Management
New Jersey
$1.03M – – –
FBC
1818
Fairfield, Bush & Co
Connecticut
$1.03M -$13.2M -24,555 -93%
MAP
1819
Moody Aldrich Partners
Massachusetts
$1.03M +$1.03M +1,885 New
AWAG
1820
ARS Wealth Advisors Group
Florida
$1.03M +$47.8K +89 +5%
NJBEST
1821
New Jersey Better Educational Savings Trust
New Jersey
$1.02M – – –
WCA
1822
Waratah Capital Advisors
Ontario, Canada
$1.02M +$1.02M +1,904 New
CW
1823
CIC Wealth
Maryland
$1.02M +$699K +1,302 +218%
SFG
1824
Sather Financial Group
Texas
$1.02M -$20.4K -38 -2%
RHJA
1825
Rice Hall James & Associates
California
$1.02M -$26.9K -50 -3%
71 72
73
74 75