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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 %
WP
1951
WealthPLAN Partners
Nebraska
$845K +$118K +219 +16%
MWPCG
1952
Measured Wealth Private Client Group
New Hampshire
$844K – – –
RWMG
1953
Redwood Wealth Management Group
New Jersey
$844K -$14.5K -27 -2%
XF
1954
XML Financial
Maryland
$841K -$53.7K -100 -6%
AWA
1955
Amplius Wealth Advisors
Pennsylvania
$841K +$173K +322 +26%
CPA
1956
Court Place Advisors
Maryland
$840K – – –
CA
1957
CSM Advisors
Pennsylvania
$838K -$456K -850 -35%
ACP
1958
Aviance Capital Partners
Florida
$838K +$182K +338 +28%
CG
1959
Corundum Group
Colorado
$837K -$248K -462 -23%
WWM
1960
Wolff Wiese Magana
California
$835K +$751K +1,398 +890%
OHWP
1961
Oak Harbor Wealth Partners
North Carolina
$835K -$56.9K -106 -6%
BIA
1962
BHK Investment Advisors
Alabama
$835K – – –
CTWM
1963
Cherry Tree Wealth Management
Minnesota
$834K – – –
MAM
1964
McLean Asset Management
Virginia
$833K – – –
NF
1965
Nvest Financial
New Hampshire
$830K – – –
HIGP
1966
Hill Investment Group Partners
Missouri
$829K +$26.9K +50 +3%
TF
1967
Threadgill Financial
Texas
$828K -$56.6K -99 -6%
SIG
1968
Sky Investment Group
Connecticut
$826K – – –
FC
1969
Forte Capital
New York
$823K +$439K +817 +114%
SFP
1970
Sandbox Financial Partners
Maryland
$823K +$267K +497 +48%
AFT
1971
Alpha Family Trust
California
$822K – – –
AA
1972
Auxano Advisors
Washington
$821K -$12.9K -24 -2%
CTI
1973
Community Trust & Investment
Kentucky
$820K – – –
ERIM
1974
Eagle Ridge Investment Management
Connecticut
$815K -$133K -247 -14%
PMFA
1975
Plante Moran Financial Advisors
Michigan
$815K +$90.2K +168 +12%
77 78
79
80 81