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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 %
PP
2351
PrairieView Partners
Minnesota
$431K – – –
DJYG
2352
David J. Yvars Group
Florida
$430K – – –
GWM
2353
GSB Wealth Management
Connecticut
$430K +$40.3K +75 +10%
SWM
2354
Sculati Wealth Management
Michigan
$430K – – –
HPC
2355
Hobart Private Capital
North Carolina
$430K – – –
DAM
2356
Diamant Asset Management
Connecticut
$430K – – –
TPWM
2357
Twelve Points Wealth Management
Massachusetts
$430K – – –
NRD
2358
Nebula Research & Development
New York
$430K +$430K +800 New
CFS
2359
Commonwealth Financial Services
West Virginia
$428K +$428K +797 New
SAM
2360
Sycomore Asset Management
France
$427K +$10.5K +19 +3%
AA
2361
Advisory Alpha
Michigan
$427K -$4.93M -9,172 -92%
CL
2362
COWA LLC
Oklahoma
$426K -$40.3K -75 -9%
WCM
2363
Wedge Capital Management
North Carolina
$426K -$350K -652 -45%
MAM
2364
McCarthy Asset Management
California
$425K – – –
CMBA
2365
C.M. Bidwell & Associates
Hawaii
$423K -$1.07K -2 -0.3%
HCMG
2366
Howard Capital Management Group
California
$419K – – –
PPW
2367
Pasadena Private Wealth
California
$419K +$16.1K +30 +4%
HBW
2368
Hazlett, Burt & Watson
West Virginia
$419K +$85.5K +159 +26%
HIMC
2369
Heritage Investors Management Corp
Maryland
$417K +$21.5K +40 +5%
PBF
2370
Petix & Botte Financial
California
$417K – – –
BWM
2371
BlackDiamond Wealth Management
New York
$414K -$12.4K -22 -3%
ACA
2372
Anchor Capital Advisors
Massachusetts
$412K – – –
KA
2373
Kure Advisory
Minnesota
$409K +$409K +762 New
MC
2374
Middleton & Co
Massachusetts
$409K -$14K -26 -3%
MAM
2375
Milestone Asset Management
Pennsylvania
$409K +$16.1K +30 +4%
93 94
95
96 97