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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 %
GKIM
2401
GW&K Investment Management
Massachusetts
$395K +$87.5K +163 +28%
SPWM
2402
Spartan Planning & Wealth Management
North Carolina
$395K +$395K +735 New
OWP
2403
Obermeyer Wealth Partners
Colorado
$393K – – –
MAWA
2404
Moss Adams Wealth Advisors
Washington
$392K +$149K +278 +62%
DCM
2405
Dudley Capital Management
Virginia
$392K -$53.7K -100 -12%
LFS
2406
Legacy Financial Strategies
Kansas
$392K – – –
ACM
2407
Advance Capital Management
Michigan
$392K +$20.9K +39 +6%
AT
2408
Avalon Trust
New Mexico
$391K -$107K -200 -22%
PTCG
2409
Pring Turner Capital Group
California
$391K +$45.1K +84 +13%
LA
2410
Lakeside Advisors
Washington
$390K – – –
SWA
2411
SOA Wealth Advisors
New York
$390K +$172K +320 +79%
KFI
2412
Key Financial Inc
Pennsylvania
$389K +$18.8K +35 +5%
HIM
2413
Hillsdale Investment Management
Ontario, Canada
$389K +$231K +430 +146%
GHA
2414
GW Henssler & Associates
Georgia
$386K +$17.2K +32 +5%
KAM
2415
Knightsbridge Asset Management
California
$386K +$12.9K +24 +3%
HL
2416
HeadInvest LLC
Maine
$386K -$5.38K -10 -1%
IFA
2417
Index Fund Advisors
California
$385K -$5.37K -10 -1%
KC
2418
Knuff & Co
California
$385K – – –
AIM
2419
Acropolis Investment Management
Missouri
$385K +$78.4K +146 +26%
KC
2420
Kinloch Capital
Virginia
$385K +$78.9K +147 +26%
BCM
2421
BluePath Capital Management
Georgia
$384K +$384K +715 New
TFCP
2422
Twin Focus Capital Partners
Massachusetts
$384K -$322K -599 -46%
WB
2423
Webster Bank
Connecticut
$384K -$8.59K -16 -2%
TPW
2424
TL Private Wealth
Texas
$383K -$17.2K -30 -4%
R
2425
Rebalance
California
$383K +$1.61K +3 +0.4%
95 96
97
98 99