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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 %
QT
2151
Quantamental Technologies
New York
$606K +$606K +1,128 New
LL
2152
LWMG LLC
Minnesota
$605K +$537 +1 +0.1%
MCM
2153
Monarch Capital Management
Indiana
$605K -$26.9K -50 -4%
RDFA
2154
Ritter Daniher Financial Advisory
Ohio
$605K +$17.2K +32 +3%
FAG
2155
Financial Advisory Group
Texas
$604K -$2.69K -5 -0.4%
CAL
2156
Capital Analysts LLC
Pennsylvania
$603K +$41.9K +78 +7%
BC
2157
Barrett & Company
Rhode Island
$602K +$4.83K +9 +0.8%
MVA
2158
Mount Vernon Associates
Maryland
$602K -$5.38K -10 -0.9%
AWAU
2159
Alliance Wealth Advisors (Utah)
Utah
$599K +$599K +1,115 New
BDF
2160
Black Diamond Financial
Maryland
$599K -$16.1K -30 -3%
LT
2161
Legacy Trust
Michigan
$597K -$8.06K -15 -1%
SFS
2162
Security Financial Services
Indiana
$597K -$4.83K -9 -0.8%
MA
2163
MBA Advisors
Pennsylvania
$596K -$76.3K -142 -11%
NFSG
2164
Newbridge Financial Services Group
Florida
$596K +$349K +650 +142%
QFA
2165
Quantum Financial Advisors
California
$595K – – –
HIC
2166
Holderness Investments Company
North Carolina
$594K +$248K +462 +72%
PWM
2167
Paulson Wealth Management
Illinois
$593K +$139K +258 +30%
SCA
2168
Stillwater Capital Advisors
Pennsylvania
$593K +$5.37K +10 +0.9%
RCG
2169
Regatta Capital Group
California
$591K +$10.7K +20 +2%
FUBT
2170
First United Bank & Trust
Maryland
$588K -$40.3K -75 -6%
TA
2171
TrueWealth Advisors
Alabama
$585K +$14K +26 +2%
MKC
2172
M. Kraus & Co
Vermont
$584K – – –
NG
2173
Northstar Group
New York
$583K -$40.3K -75 -6%
ZIG
2174
Zullo Investment Group
Pennsylvania
$583K +$27.9K +52 +5%
CRWM
2175
Castle Rock Wealth Management
California
$580K +$12.8K +23 +2%
85 86
87
88 89