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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 %
WWP
1901
WR Wealth Planners
Missouri
$922K +$88.1K +164 +11%
TF
1902
Theory Financial
Colorado
$921K -$65K -121 -7%
DTL
1903
Dynamic Technology Lab
Singapore
$919K +$919K +1,711 New
BBA
1904
Baader Bank Aktiengesellschaft
Germany
$917K +$510K +977 +125%
WWM
1905
WJ Wealth Management
Arizona
$915K +$486K +904 +113%
CMI
1906
Clare Market Investments
Texas
$912K -$149K -277 -14%
KOCAA
1907
Knights of Columbus Asset Advisors
Connecticut
$910K +$19.9K +37 +2%
CCM
1908
Canal Capital Management
Virginia
$910K – – –
PCMC
1909
Private Capital Management (Colorado)
Colorado
$909K +$27.4K +51 +3%
GA
1910
GFS Advisors
Texas
$909K -$51.5K -96 -5%
GWM
1911
Gray Wealth Management
Maine
$909K +$10.7K +20 +1%
NERM
1912
New England Research & Management
Illinois
$908K -$56.4K -105 -6%
TIM
1913
Tortoise Investment Management
New York
$908K -$27.4K -51 -3%
HFM
1914
Hartford Funds Management
Pennsylvania
$906K +$49.4K +92 +6%
SOS
1915
Silver Oak Securities
Tennessee
$905K +$66.1K +123 +8%
ZF
1916
Zhang Financial
Michigan
$896K +$180K +330 +25%
FA
1917
FC Advisory
Pennsylvania
$895K – – –
FFG
1918
Fortem Financial Group
California
$892K -$17.2K -32 -2%
DAC
1919
Dividend Assets Capital
South Carolina
$892K -$82.2K -153 -8%
SPC
1920
Stewart & Patten Company
California
$892K – – –
PCH
1921
PGIM Custom Harvest
New Jersey
$890K +$152K +283 +21%
CG
1922
Clarus Group
Texas
$887K – – –
CWM
1923
CarsonAllaria Wealth Management
Illinois
$885K – – –
MCA
1924
MSH Capital Advisors
Arizona
$884K -$25.2K -47 -3%
CAMV
1925
Concord Asset Management (Virginia)
Virginia
$881K +$139K +258 +19%
75 76
77
78 79