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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 %
MC
1926
Maverick Capital
Texas
$880K +$880K +1,639 New
SC
1927
Solstein Capital
California
$878K – – –
CIA
1928
Compass Ion Advisors
Pennsylvania
$873K +$873K +1,625 New
WMP
1929
Wealth Management Partners
Arizona
$870K – – –
WIA
1930
Westbourne Investment Advisors
Maryland
$869K -$8.06K -15 -0.9%
AC
1931
Apella Capital
Connecticut
$867K +$432K +804 +99%
JSW
1932
Journey Strategic Wealth
New Jersey
$865K -$100K -187 -10%
CWS
1933
Cypress Wealth Services
California
$865K – – –
BWM
1934
Brown Wealth Management
Illinois
$864K -$23.1K -43 -3%
IIM
1935
Intact Investment Management
Quebec, Canada
$859K -$430K -800 -33%
MFS
1936
Monetta Financial Services
Illinois
$859K +$859K +1,600 New
CBFP
1937
Cedar Brook Financial Partners
Ohio
$859K -$337K -628 -28%
PGCM
1938
Prescott Group Capital Management
Oklahoma
$859K – – –
SB
1939
Sunflower Bank
Texas
$857K +$18.3K +34 +2%
JMFC
1940
J.M. Forbes & Co
Massachusetts
$856K – – –
PCIG
1941
Partners Capital Investment Group
Massachusetts
$855K +$334K +622 +64%
PSP
1942
Pacific Sage Partners
Washington
$855K – – –
FG
1943
Foster Group
Iowa
$854K +$75.7K +141 +10%
NB
1944
Nicolet Bankshares
Wisconsin
$854K -$23.6K -44 -3%
JE
1945
JMAC Enterprises
Pennsylvania
$854K +$4.83K +9 +0.6%
EHWM
1946
Eads & Heald Wealth Management
Georgia
$852K -$127K -236 -13%
PCMC
1947
Paragon Capital Management (Colorado)
Colorado
$851K +$10.7K +20 +1%
FWTB
1948
First Western Trust Bank
Colorado
$847K -$119K -222 -12%
CCM
1949
Cox Capital Management
Massachusetts
$846K -$13.4K -25 -2%
TGAM
1950
TBH Global Asset Management
Tennessee
$845K +$104K +193 +14%
76 77
78
79 80