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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 %
AC
2201
Asio Capital
Kentucky
$554K -$873K -1,625 -61%
BIA
2202
Beacon Investment Advisors
Maryland
$554K +$3.76K +7 +0.7%
1WM
2203
1900 Wealth Management
Texas
$552K +$122K +227 +28%
VF
2204
VitalStone Financial
Texas
$551K +$475K +795 +626%
CC
2205
Centiva Capital
New York
$550K -$1.31M -2,439 -70%
CVM
2206
Cheviot Value Management
California
$550K – – –
DLHL
2207
Donald L. Hagan LLC
Florida
$548K – – –
SC
2208
Shay Capital
New York
$548K +$548K +1,020 New
CT
2209
Columbia Trust
Oregon
$546K +$2.15K +4 +0.4%
CIA
2210
CCM Investment Advisers
South Carolina
$546K – – –
PFA
2211
Petra Financial Advisors
Colorado
$544K +$544K +1,012 New
BSSFA
2212
Baron Silver Stevens Financial Advisors
Florida
$543K +$15.6K +29 +3%
VFPI
2213
Vantage Financial Partners (Illinois)
Illinois
$543K -$13.4K -25 -2%
FAFN
2214
First Affirmative Financial Network
Colorado
$542K +$47.3K +88 +10%
PO
2215
Private Ocean
California
$542K – – –
LAM
2216
Lifestyle Asset Management
Texas
$542K +$224K +417 +70%
PCA
2217
Prosperity Capital Advisors
Ohio
$541K +$141K +262 +35%
FM
2218
Foster & Motley
Ohio
$541K -$44.5K -83 -8%
CPC
2219
Consolidated Planning Corp
Georgia
$540K -$2.15K -4 -0.4%
BFG
2220
Beacon Financial Group
Texas
$540K +$6.65K +12 +1%
RPCA
2221
Running Point Capital Advisors
California
$540K +$4.3K +8 +0.8%
JF
2222
JSF Financial
California
$540K -$49.4K -92 -8%
SMA
2223
Seven Mile Advisory
New Jersey
$539K +$18.3K +34 +4%
CP
2224
Covenant Partners
Tennessee
$539K +$271K +505 +101%
SN
2225
Sittner & Nelson
Oregon
$539K -$13.4K -25 -2%
87 88
89
90 91