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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 %
DG
1876
DMC Group
Alabama
$951K -$148K -276 -13%
LAS
1877
LWM Advisory Services
Florida
$949K -$4.3K -8 -0.5%
WAG
1878
Winthrop Advisory Group
Massachusetts
$948K -$30.1K -56 -3%
MIS
1879
Morningstar Investment Services
Illinois
$948K +$503K +923 +113%
EVM
1880
Evelyn V. Moreno
$946K – – –
LFDLE
1881
La Financiere de L'Echiquier
France
$945K -$193K -360 -17%
AB
1882
Atlas Brown
Kentucky
$945K – – –
LIA
1883
LBMC Investment Advisors
Tennessee
$945K – – –
CNB
1884
Camden National Bank
Maine
$945K -$32.2K -60 -3%
FFBTD
1885
First Financial Bank - Trust Division
Ohio
$944K -$2.42M -4,505 -72%
SAM
1886
S.A. Mason
Michigan
$941K – – –
SWP
1887
Semus Wealth Partners
Florida
$938K +$13.4K +25 +1%
SCA
1888
Stonebridge Capital Advisors
Minnesota
$935K -$44.1K -82 -4%
ALAM
1889
Asahi Life Asset Management
Japan
$931K -$6.45K -12 -0.7%
CA
1890
Cornerstone Advisory
Maryland
$931K +$26.9K +50 +3%
DC
1891
DeDora Capital
California
$930K +$177K +330 +24%
RVPG
1892
Relative Value Partners Group
$930K +$293K +545 +46%
SCM
1893
Seascape Capital Management
New Hampshire
$928K +$12.3K +23 +1%
VF
1894
Vawter Financial
Ohio
$926K – – –
TBC
1895
Ted Buchan & Co
California
$925K +$21.5K +40 +2%
FCA
1896
FinTrust Capital Advisors
South Carolina
$925K -$43K -80 -4%
PA
1897
Paragon Advisors
Texas
$923K +$71.4K +133 +8%
HFS
1898
Heritage Financial Services
Massachusetts
$923K +$33.8K +63 +4%
NG
1899
Norden Group
Utah
$922K +$922K +1,717 New
LAS
1900
Lloyd Advisory Services
Georgia
$922K +$922K +1,717 New
74 75
76
77 78