LLY icon

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 %
ACM
2176
Antonetti Capital Management
Florida
$580K – – –
ES
2177
Eagle Strategies
New York
$577K -$10.2K -19 -2%
WOSD
2178
WFA of San Diego
California
$577K +$430K +800 +292%
HPM
2179
Hoxton Planning & Management
West Virginia
$576K -$10.7K -20 -2%
NWA
2180
Navis Wealth Advisors
New York
$576K – – –
REMPR
2181
Roof Eidam Maycock Peralta (REMP)
California
$575K – – –
Loomis, Sayles & Company
2182
Loomis, Sayles & Company
Massachusetts
$574K +$439K +817 +324%
RIS
2183
Retirement Income Solutions
Michigan
$572K – – –
FPCG
2184
Fort Pitt Capital Group
Pennsylvania
$570K +$144K +269 +34%
TI
2185
Truepoint Inc
Ohio
$570K +$570K +1,060 New
ECA
2186
Elevated Capital Advisors
Utah
$569K -$30.6K -57 -5%
GAM
2187
GEM Asset Management
Michigan
$568K – – –
CA
2188
Carson Advisory
Georgia
$567K -$4.83K -9 -0.8%
IWP
2189
Innova Wealth Partners
Pennsylvania
$567K – – –
AW
2190
Avion Wealth
Texas
$565K +$6.43K +12 +1%
BL
2191
BFSG LLC
California
$564K +$564K +1,050 New
CC
2192
Callan Capital
California
$563K +$133K +247 +31%
CAM
2193
Concorde Asset Management
Michigan
$563K +$18.8K +35 +3%
COCM
2194
Charter Oak Capital Management
New Hampshire
$562K -$4.3K -8 -0.8%
TCWM
2195
Total Clarity Wealth Management
Illinois
$559K -$114K -213 -17%
AIM
2196
Avity Investment Management
Connecticut
$559K – – –
RWM
2197
RKL Wealth Management
Pennsylvania
$559K +$50K +93 +10%
P
2198
&Partners
Tennessee
$558K +$122K +227 +28%
Financial Engines Advisors
2199
Financial Engines Advisors
California
$557K +$106K +198 +24%
WHC
2200
Wulff, Hansen & Co
California
$556K -$457K -850 -45%
86 87
88
89 90