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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 %
PMG
2001
ProVise Management Group
Florida
$762K -$1.27M -2,363 -62%
CIP
2002
Convergence Investment Partners
Florida
$762K +$9.67K +18 +1%
CAM
2003
CenterStar Asset Management
Illinois
$762K -$383K -713 -33%
CPA
2004
Capital Planning Advisors
California
$762K – – –
RMAM
2005
Raab & Moskowitz Asset Management
New Jersey
$760K – – –
TIA
2006
Traphagen Investment Advisors
New Jersey
$759K -$23.6K -44 -3%
MSFP
2007
Mark Sheptoff Financial Planning
Connecticut
$757K – – –
PVAMC
2008
PPS&V Asset Management Consultants
Michigan
$755K +$6.98K +13 +0.9%
HS
2009
HighVista Strategies
Massachusetts
$752K +$752K +1,400 New
SAM
2010
Summit Asset Management
Tennessee
$751K -$10.7K -20 -1%
WA1
2011
Wimmer Associates 1
California
$749K +$59.1K +110 +9%
EFM
2012
E Fund Management
China
$749K -$70.3K -131 -9%
LF
2013
Lee Financial
Texas
$747K +$50.5K +94 +7%
LIA
2014
LS Investment Advisors
Michigan
$744K – – –
RIM
2015
Reliant Investment Management
Tennessee
$742K -$26.9K -50 -3%
NDSI
2016
Newman Dignan & Sheerar Inc
Rhode Island
$741K – – –
WCA
2017
Waypoint Capital Advisors
Minnesota
$741K +$24.7K +46 +3%
OCM
2018
One Capital Management
California
$741K -$140K -260 -16%
GCM
2019
Gables Capital Management
Florida
$741K – – –
CA
2020
Claro Advisors
Massachusetts
$740K -$22K -41 -3%
EIP
2021
Ellis Investment Partners
Pennsylvania
$736K – – –
CWA
2022
CM Wealth Advisors
Ohio
$734K -$435K -711 -37%
Parnassus Investments
2023
Parnassus Investments
California
$733K +$124K +231 +20%
PWM
2024
Prentice Wealth Management
New York
$730K -$537 -1 -0.1%
LHC
2025
Little House Capital
Massachusetts
$729K +$729K +1,357 New
79 80
81
82 83