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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 %
WP
2276
Westmount Partners
California
$491K +$62.8K +117 +15%
MTIC
2277
Missouri Trust & Investment Company
Missouri
$491K -$2.15K -4 -0.4%
WA
2278
Wealthstream Advisors
New York
$489K +$46.7K +87 +11%
RWPA
2279
Richard W. Paul & Associates
Michigan
$489K -$182K -339 -27%
OBGC
2280
O'Brien Greene & Co
Pennsylvania
$488K -$3.76K -7 -0.8%
PA
2281
PFW Advisors
Georgia
$487K – – –
AW
2282
Alaethes Wealth
Nevada
$487K +$3.22K +6 +0.7%
GG
2283
Greenwood Gearhart
Arkansas
$484K – – –
OPOWM
2284
One Plus One Wealth Management
Florida
$483K – – –
SRSA
2285
S.R. Schill & Associates
Washington
$483K – – –
GWM
2286
Greenhouse Wealth Management
Connecticut
$480K – – –
AM
2287
Atwater Malick
Pennsylvania
$479K – – –
CPC
2288
Cookson Peirce & Co
Pennsylvania
$479K – – –
APW
2289
Aurora Private Wealth
New Jersey
$479K +$93.3K +174 +24%
D
2290
Diversified
Delaware
$478K +$5.37K +10 +1%
ZIG
2291
Zuckerman Investment Group
Illinois
$478K -$44.6K -83 -9%
TFP
2292
Triune Financial Partners
Kansas
$477K – – –
CG
2293
Cynosure Group
Utah
$477K +$477K +888 New
FCFC
2294
First Commonwealth Financial Corp
Pennsylvania
$477K -$226K -420 -32%
KIG
2295
Kowal Investment Group
Wisconsin
$477K +$83.3K +155 +21%
GWWM
2296
Great Waters Wealth Management
Minnesota
$476K +$565 +1 +0.1%
RWA
2297
River Wealth Advisors
Pennsylvania
$474K +$3.22K +6 +0.7%
FL
2298
Fort LP
Maryland
$474K -$17.7K -33 -4%
WAOI
2299
Wealth Advisors of Iowa
Iowa
$473K +$537 +1 +0.1%
BWFA
2300
Baltimore-Washington Financial Advisors
Maryland
$473K +$473K +880 New
90 91
92
93 94