LLY icon

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 %
FCAS
2026
First Command Advisory Services
Texas
$728K +$728K +1,355 New
HC
2027
Hamilton Capital
Ohio
$726K +$23.1K +43 +3%
RA
2028
Riverstone Advisors
Texas
$725K – – –
MW
2029
MBL Wealth
North Carolina
$724K +$35.5K +66 +5%
CAL
2030
Capital Advisors Ltd
Ohio
$723K +$24.2K +45 +3%
SIA
2031
Soltis Investment Advisors
Utah
$721K +$150K +279 +26%
FCA
2032
Fortis Capital Advisors
Kansas
$720K -$35.5K -66 -5%
GAA
2033
Green Alpha Advisors
Colorado
$720K – – –
GAM
2034
Gemmer Asset Management
California
$720K +$315K +587 +78%
CPSAC
2035
Chas P. Smith & Associates (CPS)
Florida
$719K +$79K +147 +12%
RMC
2036
Resources Management Corp
Connecticut
$718K +$94K +175 +15%
DIM
2037
Delta Investment Management
California
$717K +$81.6K +152 +13%
OCM
2038
Orion Capital Management
California
$717K – – –
AFG
2039
Alterity Financial Group
Maine
$716K +$245K +457 +52%
AFO
2040
Arrowroot Family Office
California
$715K +$5.37K +10 +0.8%
PI
2041
Pettee Investors
Connecticut
$714K – – –
EIA
2042
Edgemoor Investment Advisors
Maryland
$713K – – –
DC
2043
Diametric Capital
Massachusetts
$713K +$74.7K +139 +12%
CPIA
2044
Cornell Pochily Investment Advisors
New York
$713K -$95.1K -177 -12%
RA
2045
RiverPark Advisors
New York
$712K +$712K +1,325 New
BWA
2046
Beam Wealth Advisors
Louisiana
$711K +$89.7K +167 +14%
FWA
2047
FSM Wealth Advisors
Ohio
$711K +$62.3K +116 +10%
MPW
2048
Monterey Private Wealth
California
$710K – – –
LAM
2049
LifePro Asset Management
California
$708K +$537 +1 +0.1%
KIG
2050
Kennedy Investment Group
New Jersey
$708K -$9.67K -18 -1%
80 81
82
83 84