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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 %
AFM
2376
Armstrong Fleming & Moore
District of Columbia
$408K – – –
TFGT
2377
TS Financial Group (TSFG)
Illinois
$408K -$39.8K -74 -9%
SEP
2378
Southland Equity Partners
Missouri
$408K – – –
CS
2379
Crescent Sterling
Louisiana
$407K +$98.8K +184 +32%
NRA
2380
NSI Retail Advisors
Pennsylvania
$407K -$457K -850 -53%
SOAG
2381
Silver Oak Advisory Group
Oregon
$406K -$3.22K -6 -0.8%
VP
2382
Verum Partners
North Carolina
$406K +$128K +238 +46%
AC
2383
ASB Consultores
Florida
$406K -$162K -301 -29%
BMC
2384
Benin Management Corp
Connecticut
$405K -$26.9K -50 -6%
VAM
2385
Verity Asset Management
North Carolina
$404K +$53.7K +100 +15%
BA
2386
Birinyi Associates
Connecticut
$403K – – –
EAM
2387
EdenTree Asset Management
United Kingdom
$403K – – –
CBA
2388
Coastal Bridge Advisors
Connecticut
$402K – – –
EDRIA
2389
Edmonds Duncan Registered Investment Advisors
Kansas
$402K +$107K +200 +36%
IA
2390
Insight Advisors
Pennsylvania
$402K – – –
MC
2391
Montag & Caldwell
Georgia
$401K – – –
AWA
2392
Aletheian Wealth Advisors
Washington
$401K +$2.69K +5 +0.7%
SIM
2393
SSI Investment Management
California
$401K +$155K +289 +63%
PCM
2394
Palisade Capital Management
New Jersey
$400K – – –
DAM
2395
Delta Asset Management
Tennessee
$400K -$4.83K -9 -1%
NCMW
2396
Northern Capital Management (Washington)
Washington
$399K – – –
FB
2397
First Bancorp
Maine
$397K -$24.7K -46 -6%
AWCI
2398
Alpine Woods Capital Investors
New York
$397K – – –
VCM
2399
Versant Capital Management
Arizona
$396K -$2.69K -5 -0.7%
AAM
2400
Auxier Asset Management
Oregon
$395K +$5.37K +10 +1%
94 95
96
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