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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 %
PWM
2101
PBMares Wealth Management
Virginia
$657K – – –
CG
2102
CFO4Life Group
Texas
$657K +$229K +426 +53%
PCP
2103
Pacific Capital Partners
$657K +$657K +1,224 New
EAM
2104
Evanson Asset Management
California
$657K +$6.45K +12 +1%
RF
2105
Rollins Financial
Georgia
$657K +$315K +586 +92%
WW
2106
Waterfront Wealth
Kansas
$656K -$1.03M -1,774 -61%
LF
2107
Lantz Financial
Illinois
$655K +$58.5K +109 +10%
VWA
2108
V Wealth Advisors
Kansas
$654K -$936K -1,742 -59%
SWM
2109
Salvus Wealth Management
New Jersey
$653K +$29K +54 +5%
WTA
2110
Washington Trust Advisors
Massachusetts
$653K -$34.9K -65 -5%
BWP
2111
Balboa Wealth Partners
Arizona
$653K -$233K -434 -26%
SP
2112
Successful Portfolios
Florida
$652K +$2.69K +5 +0.4%
LA
2113
Latitude Advisors
Florida
$652K +$16.1K +30 +3%
LSIA
2114
LaSalle St. Investment Advisors
Illinois
$651K +$122K +228 +23%
TWA
2115
Talisman Wealth Advisors
New Jersey
$649K -$1.61K -3 -0.2%
GGI
2116
Godsey & Gibb Inc
Virginia
$648K -$8.06K -15 -1%
1W
2117
1776 Wealth
Georgia
$648K – – –
PWS
2118
Peloton Wealth Strategists
Indiana
$647K – – –
SWM
2119
Silverlake Wealth Management
Vermont
$647K -$21.5K -40 -3%
FCA
2120
FLC Capital Advisors
California
$646K -$35.5K -66 -5%
LWM
2121
Liberty Wealth Management
California
$645K -$8.59K -16 -1%
CBT
2122
CoreFirst Bank & Trust
Kansas
$645K – – –
TFA
2123
Triad Financial Advisors
North Carolina
$642K +$39.2K +73 +7%
ECM
2124
Exchange Capital Management
Michigan
$641K – – –
FPGK
2125
Financial Partners Group (Kansas)
Kansas
$638K -$23.6K -40 -4%
83 84
85
86 87