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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 %
GC
2301
Garde Capital
Washington
$471K +$10.7K +20 +2%
PFA
2302
Pathway Financial Advisers
Indiana
$471K +$471K +876 New
PFC
2303
Phocas Financial Corp
California
$470K +$67.1K +125 +17%
LWA
2304
Lineweaver Wealth Advisors
Ohio
$470K +$470K +874 New
AWAP
2305
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$468K – – –
DIA
2306
Dean Investment Associates
Ohio
$467K – – –
MWM
2307
Mascoma Wealth Management
New Hampshire
$467K – – –
EFL
2308
ERn Financial LLC
Wisconsin
$467K -$7.52K -14 -2%
ODG
2309
O'Dell Group
Ohio
$466K +$1.61K +3 +0.3%
CCT
2310
Capital City Trust
Florida
$466K -$43K -80 -8%
FA
2311
Fermata Advisors
California
$463K +$463K +859 New
NF
2312
Nikulski Financial
Iowa
$460K +$16.7K +31 +4%
MSFS
2313
Main Street Financial Solutions
Pennsylvania
$459K -$296K -551 -39%
IC
2314
Inscription Capital
Texas
$459K -$14.5K -27 -3%
WI
2315
Wedgewood Investors
Pennsylvania
$456K – – –
MIA
2316
MainStreet Investment Advisors
Illinois
$455K -$255K -474 -36%
TCM
2317
Triumph Capital Management
Colorado
$455K +$5.37K +10 +1%
RWP
2318
Ridgecrest Wealth Partners
California
$454K – – –
GSB
2319
Greenfield Savings Bank
Massachusetts
$454K +$454K +845 New
PGA
2320
Portland Global Advisors
Maine
$453K -$53.7K -100 -11%
CSWG
2321
Cardinal Strategic Wealth Guidance
Kentucky
$453K – – –
CPA
2322
Cardiff Park Advisors
California
$453K – – –
RAG
2323
RIA Advisory Group
Iowa
$452K +$452K +842 New
PSB
2324
Piscataqua Savings Bank
New Hampshire
$451K -$5.37K -10 -1%
LAM
2325
Lakewood Asset Management
Illinois
$450K – – –
91 92
93
94 95