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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 %
WQ
2076
Wealth Quarterback
New Jersey
$681K -$14.5K -27 -2%
CST
2077
Charles Schwab Trust
Nevada
$679K +$272K +507 +67%
OA
2078
Oxbow Advisors
Texas
$679K +$225K +418 +49%
B
2079
Bridgeworth
Alabama
$678K – – –
HFAS
2080
Hummer Financial Advisory Services
Illinois
$676K – – –
CA
2081
Continuum Advisory
Idaho
$674K -$154K -286 -19%
RWP
2082
Revolve Wealth Partners
New Jersey
$672K +$50K +93 +8%
DS
2083
DRW Securities
Illinois
$672K -$404K -752 -38%
GFL
2084
Granite FO LLC
New Hampshire
$671K -$94K -175 -12%
KCM
2085
Kanawha Capital Management
Virginia
$671K -$59.1K -110 -8%
MIM
2086
Miller Investment Management
Pennsylvania
$671K – – –
TWM
2087
Thrive Wealth Management
Pennsylvania
$671K -$147K -273 -18%
FNBSF
2088
First National Bank Sioux Falls
South Dakota
$670K – – –
DJSG
2089
D.J. St. Germain
Massachusetts
$669K -$245K -456 -27%
PP
2090
Pegasus Partners
Wisconsin
$668K +$5.91K +11 +0.9%
GWS
2091
Glassman Wealth Services
Virginia
$668K +$16.7K +31 +3%
TFA
2092
Transamerica Financial Advisors
Florida
$667K +$1.08K +2 +0.2%
KA
2093
Klingman & Associates
New York
$666K -$34.9K -65 -5%
RIG
2094
Renaissance Investment Group
Massachusetts
$666K – – –
BONH
2095
Bank of New Hampshire
New Hampshire
$664K -$5.91K -11 -0.9%
TA
2096
Tactive Advisors
Florida
$663K +$663K +1,235 New
TFP
2097
Tilia Fiduciary Partners
North Carolina
$663K -$10.2K -19 -2%
MCM
2098
McRae Capital Management
New Jersey
$661K -$88.6K -165 -12%
IC
2099
Ikarian Capital
Texas
$659K +$659K +1,227 New
EB
2100
Exchange Bank
California
$658K -$42.4K -79 -6%
82 83
84
85 86