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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 %
SG
1826
Somerset Group
Minnesota
$1.01M +$5.37K +10 +0.5%
SSW
1827
Stone Summit Wealth
Florida
$1.01M +$26.9K +50 +3%
IIC
1828
Integrated Investment Consultants
Michigan
$1.01M -$90.2K -168 -8%
CFA
1829
CWS Financial Advisors
Michigan
$1.01M -$53.7K -100 -5%
GAB
1830
German American Bancorp
Indiana
$1.01M -$1.61M -3,000 -62%
ACP
1831
Aveo Capital Partners
Colorado
$1M -$182K -339 -15%
OFS
1832
OneAscent Financial Services
Alabama
$1M +$1M +1,862 New
VI
1833
Versor Investments
New York
$997K +$997K +1,857 New
OC
1834
Oarsman Capital
Wisconsin
$996K – – –
CCA
1835
Cobblestone Capital Advisors
New York
$993K +$161K +300 +19%
AWM
1836
Atticus Wealth Management
Florida
$989K – – –
BCM
1837
BTC Capital Management
Iowa
$989K – – –
BFW
1838
Brady Family Wealth
Missouri
$989K -$132K -245 -12%
EFSCE
1839
Enterprise Financial Services Corp (EFSC)
Missouri
$987K -$8.06K -15 -0.8%
DWM
1840
Destination Wealth Management
California
$987K +$83.3K +155 +9%
GWM
1841
Greenwich Wealth Management
Connecticut
$987K -$44.1K -82 -4%
AF
1842
Affiance Financial
Minnesota
$986K – – –
DA
1843
Dover Advisors
Virginia
$985K -$4.3K -8 -0.4%
OAM
1844
Occidental Asset Management
California
$985K – – –
DOA
1845
D'Orazio & Associates
Virginia
$984K +$124K +230 +14%
CAM
1846
Cubic Asset Management
Massachusetts
$983K – – –
HIS
1847
Horizon Investment Services
Indiana
$982K – – –
GC
1848
Gilbert & Cook
Iowa
$982K -$792K -1,474 -45%
JWM
1849
JGP Wealth Management
Oregon
$981K -$5.37K -10 -0.5%
VWA
1850
Visionary Wealth Advisors
Illinois
$979K -$174K -323 -15%
72 73
74
75 76