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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 %
PFM
2226
Phillips Financial Management
Indiana
$539K -$184K -343 -25%
CAM
2227
Cacti Asset Management
Georgia
$538K – – –
MIM
2228
Montgomery Investment Management
Maryland
$537K – – –
GWM
2229
Graybill Wealth Management
Illinois
$537K -$747K -1,391 -58%
SC
2230
Searle & Co
Connecticut
$537K – – –
MCM
2231
Mendel Capital Management
Arkansas
$537K – – –
EFG
2232
Ethos Financial Group
Pennsylvania
$537K +$156K +290 +41%
CI
2233
Clal Insurance
Israel
$537K -$537K -1,000 -50%
WIC
2234
Wilkins Investment Counsel
Massachusetts
$537K -$199K -370 -27%
DAM
2235
Doheny Asset Management
California
$537K – – –
TFF
2236
The Family Firm
Maryland
$537K +$537 +1 +0.1%
CCA
2237
Cora Capital Advisors
New Jersey
$536K -$60.2K -112 -10%
JWM
2238
Janiczek Wealth Management
Colorado
$536K +$116K +216 +28%
EFH
2239
Eaton Financial Holdings
Florida
$531K +$12.9K +24 +2%
RCM
2240
Riverpark Capital Management
New York
$530K +$530K +987 New
APA
2241
Astoria Portfolio Advisors
New York
$529K +$73.3K +129 +16%
TB
2242
Treynor Bancshares
Iowa
$529K +$529K +984 New
PPWM
2243
Paragon Private Wealth Management
Kentucky
$528K +$19.9K +37 +4%
SL
2244
Stevard LLC
Illinois
$527K – – –
BCMLT
2245
Beacon Capital Management LLC (Tennessee)
Tennessee
$526K – – –
VC
2246
Vicus Capital
Pennsylvania
$525K +$231K +430 +79%
AG
2247
Algert Global
California
$523K -$2.39M -4,459 -82%
PWM
2248
PRW Wealth Management
Massachusetts
$522K -$30.5K -54 -6%
TFO
2249
Tarbox Family Office
California
$520K -$8.6K -16 -2%
FSA
2250
Franklin Street Advisors
North Carolina
$515K -$23.1K -43 -4%
88 89
90
91 92