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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 %
RDWM
1851
Red Door Wealth Management
Tennessee
$979K -$120K -223 -11%
TLFA
1852
True Link Financial Advisors
California
$979K +$44.6K +83 +5%
MFWP
1853
Mosaic Family Wealth Partners
Missouri
$974K – – –
LFG
1854
Lazard Frères Gestion
France
$972K – – –
CBNLCF
1855
Cognios Beta Neutral Large Cap Fund
Kansas
$972K – – –
LOPW
1856
Live Oak Private Wealth
North Carolina
$972K +$21.5K +40 +2%
AA
1857
Aire Advisors
California
$972K +$5.91K +11 +0.6%
VFA
1858
Voya Financial Advisors
Connecticut
$971K -$6.53K -12 -0.7%
JSA
1859
Jacobson & Schmitt Advisors
Wisconsin
$969K +$15.6K +29 +2%
GLA
1860
Good Life Advisors
Pennsylvania
$969K -$3.76K -7 -0.4%
MCM
1861
Mill Capital Management
North Carolina
$968K – – –
FC
1862
Fusion Capital
South Carolina
$966K – – –
HW
1863
Hedeker Wealth
Illinois
$965K – – –
OFW
1864
Omnia Family Wealth
Florida
$963K +$6.45K +12 +0.7%
BHPW
1865
Beverly Hills Private Wealth
California
$961K -$574K -1,068 -37%
BCP
1866
Blue Chip Partners
Michigan
$961K -$7.52K -14 -0.8%
TW
1867
TrinityPoint Wealth
Connecticut
$959K +$235K +437 +32%
ECM
1868
EagleClaw Capital Management
Massachusetts
$959K – – –
IF
1869
Intrua Financial
Texas
$958K +$25.8K +48 +3%
DA
1870
Drake & Associates
Wisconsin
$956K +$12.9K +24 +1%
CWM
1871
Cornerstone Wealth Management
Missouri
$955K +$16.7K +31 +2%
AIS
1872
American Investment Services
Massachusetts
$955K -$69.8K -130 -7%
AR
1873
Advisory Research
Illinois
$951K -$124K -230 -11%
IWP
1874
Invenio Wealth Partners
Florida
$951K -$31.2K -58 -3%
TCB
1875
Texas Capital Bancshares
Texas
$951K +$11.3K +21 +1%
73 74
75
76 77