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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 %
HMS
2051
Hanseatic Management Services
New Mexico
$702K +$5.37K +10 +0.8%
CFG
2052
Cooper Financial Group
California
$702K +$76.3K +142 +12%
JHCP
2053
Jackson Hole Capital Partners
Oklahoma
$701K +$1.61K +3 +0.2%
GTAM
2054
Global Trust Asset Management
Florida
$699K – – –
CFG
2055
CKW Financial Group
Hawaii
$699K – – –
KWA
2056
Kellett Wealth Advisors
Ohio
$699K -$160K -297 -19%
PWM
2057
Provident Wealth Management
Tennessee
$698K – – –
GA
2058
Greenspring Advisors
Maryland
$698K +$430K +800 +160%
RCM
2059
Requisite Capital Management
Texas
$698K +$698K +1,300 New
CA
2060
CGN Advisors
Kansas
$697K +$269K +501 +63%
GSIAS
2061
Garden State Investment Advisory Services
New Jersey
$695K -$16.1K -30 -2%
SM
2062
Sciencast Management
New Jersey
$695K +$695K +1,293 New
OCG
2063
Opus Capital Group
Ohio
$693K -$67.1K -125 -9%
EM
2064
Excalibur Management
Massachusetts
$692K +$9.67K +18 +1%
FF
2065
Friedenthal Financial
New Jersey
$689K -$187K -349 -21%
FOA
2066
Five Oceans Advisors
California
$688K – – –
VWM
2067
Valley Wealth Managers
New Jersey
$688K +$9.13K +17 +1%
CA
2068
Commerzbank Aktiengesellschaft
Germany
$687K +$199K +370 +41%
SWM
2069
Segment Wealth Management
Texas
$686K +$34.9K +65 +5%
PHS
2070
Pekin Hardy Strauss
Illinois
$686K +$107K +200 +19%
AA
2071
AlphaMark Advisors
Kentucky
$685K -$4.3K -8 -0.6%
RFG
2072
RFP Financial Group
Georgia
$684K -$24.7K -46 -3%
VCP
2073
Verus Capital Partners
Arizona
$684K -$123K -229 -15%
BWP
2074
Baldwin Wealth Partners
Massachusetts
$683K – – –
VBCG
2075
Valley Brook Capital Group
Pennsylvania
$683K – – –
81 82
83
84 85