LLY icon

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 %
SFA
2426
Source Financial Advisors
New York
$381K +$1.61K +3 +0.4%
PEA
2427
Park Edge Advisors
Ohio
$381K – – –
AFCM
2428
Applied Finance Capital Management
Puerto Rico
$379K -$46.2K -86 -11%
HCA
2429
Horan Capital Advisors
Ohio
$379K -$3.76K -7 -1%
OWA
2430
Opal Wealth Advisors
New York
$379K +$33.3K +62 +10%
BS
2431
Bessemer Securities
New York
$379K +$379K +705 New
TCPWM
2432
Traverso Chambers Private Wealth Management
California
$379K +$14K +26 +4%
HR
2433
Howe & Rusling
New York
$377K +$1.61K +3 +0.4%
MHB
2434
Midwest Heritage Bank
Iowa
$377K -$67.1K -125 -15%
HRC
2435
Hoertkorn Richard Charles
$376K – – –
CWAG
2436
Compton Wealth Advisory Group
Virginia
$376K – – –
DLG
2437
Daniel L. Goodwin
$376K – – –
FWM
2438
Fairhaven Wealth Management
Illinois
$375K – – –
AFG
2439
ABLE Financial Group
Arizona
$374K -$34.9K -65 -9%
CF
2440
Clarity Financial
Texas
$374K +$14K +26 +4%
AAMA
2441
Advanced Asset Management Advisors
Ohio
$374K -$13.4K -25 -3%
EWM
2442
Elevatus Welath Management
New York
$371K +$371K +691 New
MWA
2443
Motive Wealth Advisors
Michigan
$371K -$24.7K -46 -6%
DSC
2444
Duncker Streett & Co
Missouri
$370K – – –
BPFA
2445
Barnes Pettey Financial Advisors
Mississippi
$370K – – –
KCM
2446
Kaye Capital Management
California
$369K +$537 +1 +0.1%
AWS
2447
Arkfeld Wealth Strategies
Nebraska
$369K – – –
CIG
2448
Cascade Investment Group
Colorado
$369K – – –
SLT
2449
St Louis Trust
Missouri
$369K – – –
NIM
2450
Nicollet Investment Management
Minnesota
$369K +$27.9K +52 +8%
96 97
98
99 100