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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 %
AWM
2251
Aberdeen Wealth Management
Illinois
$513K – – –
CCP
2252
Carmel Capital Partners
California
$513K +$189K +352 +58%
PFA
2253
Plotkin Financial Advisors
Maryland
$512K – – –
BWM
2254
Baystate Wealth Management
Massachusetts
$512K +$106K +197 +26%
SCP
2255
Syntal Capital Partners
Texas
$512K +$512K +953 New
PWA
2256
Physician Wealth Advisors
Utah
$512K – – –
KCPG
2257
Kavar Capital Partners Group
Kansas
$511K – – –
CCP
2258
Cassia Capital Partners
North Carolina
$511K +$9.13K +17 +2%
NCM
2259
Noesis Capital Mangement
Florida
$510K -$24.2K -45 -5%
CCS
2260
Concentric Capital Strategies
Connecticut
$509K +$509K +947 New
KCFA
2261
Key Client Fiduciary Advisors
New Jersey
$508K +$17.2K +32 +4%
JCM
2262
Jacobsen Capital Management
Utah
$506K -$4.3K -8 -0.8%
CWM
2263
Centurion Wealth Management
Virginia
$505K – – –
PIAS
2264
PCA Investment Advisory Services
Ohio
$504K – – –
NRC
2265
New Republic Capital
North Carolina
$503K +$21.5K +40 +4%
JC
2266
JB Capital
Connecticut
$502K +$56.9K +106 +13%
PIA
2267
Perennial Investment Advisors
California
$501K -$4.84K -9 -1%
AGWCA
2268
Annis Gardner Whiting Capital Advisors
Florida
$500K +$500K +931 New
AWM
2269
Avaii Wealth Management
Wisconsin
$499K -$4.84K -9 -1%
NAMP
2270
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$497K +$40.3K +75 +9%
GWM
2271
Gitterman Wealth Management
New Jersey
$494K +$494K +920 New
EL
2272
EWA LLC
Pennsylvania
$494K +$41.1K +67 +9%
IDA
2273
Intelligence Driven Advisers
California
$493K +$73.3K +138 +17%
WWM
2274
WT Wealth Management
Arizona
$492K +$62.3K +116 +15%
LCM
2275
Leisure Capital Management
California
$492K -$6.99K -13 -1%
89 90
91
92 93