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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 %
CCA
2126
Clearwater Capital Advisors
Illinois
$638K -$32.2K -60 -5%
FFS
2127
Founders Financial Securities
Maryland
$634K -$92.4K -172 -13%
ATWA
2128
Arbor Trust Wealth Advisors
Michigan
$634K -$18.8K -35 -3%
ACM
2129
Altrius Capital Management
North Carolina
$628K -$50K -93 -7%
TAM
2130
Tucker Asset Management
Colorado
$628K +$185K +344 +42%
OPA
2131
Old Port Advisors
Maine
$628K +$628K +1,170 New
CG
2132
Cutler Group
California
$628K -$124K -231 -16%
WFS
2133
Widmann Financial Services
Maryland
$625K – – –
TWM
2134
Tradition Wealth Management
Minnesota
$625K +$1.07K +2 +0.2%
WA
2135
Wealth Architects
California
$623K +$30.6K +57 +5%
FWM
2136
Fingerlakes Wealth Management
New York
$621K +$1.07K +2 +0.2%
AWM
2137
Aprio Wealth Management
Georgia
$621K +$95.6K +178 +18%
MP
2138
McDonald Partners
Ohio
$620K +$29.5K +55 +5%
BFG
2139
Bouchey Financial Group
New York
$620K +$620K +1,153 New
SIC
2140
Sterling Investment Counsel
New York
$618K – – –
SIS
2141
Sound Income Strategies
Florida
$617K +$451K +840 +272%
ATIA
2142
American Trust Investment Advisors
New Hampshire
$617K – – –
AAM
2143
Azzad Asset Management
Virginia
$616K +$57K +106 +10%
HWA
2144
HCR Wealth Advisors
California
$615K -$60.7K -113 -9%
TIM
2145
Tevis Investment Management
Texas
$615K -$131K -243 -18%
SA
2146
Strategic Advisors
New York
$615K +$29.5K +55 +5%
AFG
2147
Albion Financial Group
Utah
$610K +$4.83K +9 +0.8%
DSAM
2148
Dock Street Asset Management
Florida
$609K -$113K -211 -16%
JCM
2149
Janney Capital Management
Pennsylvania
$608K -$3.76K -7 -0.6%
ISB
2150
Iowa State Bank
Iowa
$607K – – –
84 85
86
87 88