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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 %
FRA
1976
Front Row Advisors
California
$814K +$57.5K +107 +8%
SHA
1977
Seneca House Advisors
Virginia
$814K +$29.2K +51 +4%
WA
1978
Wambolt & Associates
Colorado
$814K +$73.7K +137 +10%
AIM
1979
Athena Investment Management
California
$814K -$15K -28 -2%
CWM
1980
Cahaba Wealth Management
Georgia
$812K -$110K -204 -12%
DBT
1981
Dubuque Bank & Trust
Iowa
$811K +$94.5K +176 +13%
MAG
1982
Mayfair Advisory Group
Alabama
$809K – – –
ML
1983
McAdam LLC
Pennsylvania
$809K +$101K +188 +14%
ANB
1984
Amarillo National Bank
Texas
$804K – – –
NFA
1985
Northern Financial Advisors
Michigan
$803K -$48.9K -91 -6%
SAM
1986
SignalPoint Asset Management
Missouri
$801K – – –
WPP
1987
Whalerock Point Partners
Rhode Island
$797K – – –
HWA
1988
Heritage Wealth Advisors
Virginia
$796K – – –
BMCM
1989
Burns Matteson Capital Management
New York
$795K +$4.83K +9 +0.6%
PFG
1990
Prosperity Financial Group
California
$793K +$28.5K +53 +4%
LIM
1991
Lathrop Investment Management
Arkansas
$793K +$9.67K +18 +1%
MJP
1992
Michael J. Puzo
$792K -$228K -425 -22%
HVP
1993
Hudson Value Partners
Florida
$789K -$3.76K -7 -0.5%
FAM
1994
Flaharty Asset Management
Florida
$788K +$66.6K +124 +9%
NFGCM
1995
Norman Fields Gottscho Capital Management
New York
$784K – – –
GFPC
1996
Global Financial Private Client
Florida
$775K +$538 +1 +0.1%
CBB
1997
Citizens Business Bank
California
$767K -$147K -273 -16%
PCM
1998
Pointe Capital Management
Michigan
$764K -$16.1K -30 -2%
VCM
1999
Virtue Capital Management
Tennessee
$763K – – –
LA
2000
LexAurum Advisors
Kansas
$763K -$362K -674 -32%
78 79
80
81 82