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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 %
WHCI
2326
W.H. Cornerstone Investments
Massachusetts
$450K +$1.08K +2 +0.2%
SHFA
2327
SS&H Financial Advisors
Michigan
$450K +$450K +837 New
SFP
2328
Sterling Financial Planning
New Jersey
$450K – – –
HAS
2329
HBW Advisory Services
California
$449K +$2.15K +4 +0.5%
WSWA
2330
Warren Street Wealth Advisors
California
$449K +$71.4K +133 +19%
TWA
2331
Tandem Wealth Advisors
Arizona
$448K -$1.07K -2 -0.2%
SFG
2332
Sunburst Financial Group
Alabama
$448K +$4.3K +8 +1%
HWM
2333
Hemington Wealth Management
Virginia
$447K -$90K -168 -17%
KWS
2334
Keystone Wealth Services
California
$445K +$537 +1 +0.1%
JCIA
2335
Jackson Creek Investment Advisors
Colorado
$444K -$214K -398 -33%
NIM
2336
Nexus Investment Management
Ontario, Canada
$444K – – –
AWM
2337
Accel Wealth Management
Iowa
$443K +$78.4K +146 +22%
AFG
2338
AFS Financial Group
Maryland
$442K -$38.1K -71 -8%
CWM
2339
Campbell Wealth Management
Virginia
$442K +$33.8K +63 +8%
JF
2340
Joule Financial
Kentucky
$441K -$22K -41 -5%
NC
2341
NBW Capital
Massachusetts
$440K -$89.2K -166 -17%
FMN
2342
Financial Management Network
California
$440K +$52.1K +98 +13%
WF
2343
Wayfinding Financial
Washington
$439K -$54.8K -102 -11%
TP
2344
Tranquility Partners
Tennessee
$437K +$55.3K +103 +14%
AWM
2345
Ameliora Wealth Management
Switzerland
$436K +$92.4K +172 +27%
LPAM
2346
Lodestar Private Asset Management
California
$435K +$9.13K +17 +2%
AP
2347
Adero Partners
California
$435K +$77.9K +145 +22%
BFWA
2348
Benchmark Financial Wealth Advisors
Florida
$434K +$10.2K +19 +2%
TCOO
2349
Trust Company of Oklahoma
Oklahoma
$433K +$153K +285 +55%
SAM
2350
Secure Asset Management
Michigan
$433K +$43K +80 +11%
92 93
94
95 96