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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 %
JCM
2451
J2 Capital Management
Michigan
$368K +$13.4K +25 +4%
NWM
2452
Northwest Wealth Management
Iowa
$367K -$1.61K -3 -0.4%
NWA
2453
New World Advisors
Massachusetts
$366K +$103K +192 +39%
JSAM
2454
J. Safra Asset Management
New York
$366K – – –
KIM
2455
Karpus Investment Management
New York
$365K – – –
BFIM
2456
Beese Fulmer Investment Management
Ohio
$365K – – –
AC
2457
AlphaCore Capital
California
$364K +$5.37K +10 +1%
RWS
2458
Resolute Wealth Strategies
Mississippi
$364K +$27.4K +51 +8%
NEWAS
2459
N.E.W. Advisory Services
Wisconsin
$363K +$53.8K +100 +17%
HA
2460
HFG Advisors
Ohio
$362K +$65.5K +122 +22%
GI
2461
Gradient Investments
Minnesota
$362K -$4.84K -9 -1%
LIA
2462
Luken Investment Analytics
Tennessee
$360K – – –
SIAP
2463
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$358K -$5.37K -10 -1%
SIAG
2464
Safeguard Investment Advisory Group
California
$356K -$3.22K -6 -0.9%
CFAM
2465
Center For Asset Management
Florida
$356K +$537 +1 +0.2%
TJHA
2466
Thomas J. Herzfeld Advisors
Florida
$355K -$537 -1 -0.2%
AIM
2467
Arcadia Investment Management
Michigan
$354K – – –
FC
2468
Financial Council
Maryland
$353K – – –
IA
2469
IFG Advisors
Missouri
$351K – – –
AA
2470
Addison Advisors
Vermont
$351K +$1.61K +3 +0.5%
FF
2471
Fluent Financial
Texas
$350K +$350K +652 New
LFG
2472
Lockerman Financial Group
California
$350K +$5.91K +11 +2%
PWA
2473
Peterson Wealth Advisors
Utah
$350K -$5.91K -11 -2%
CWA
2474
Canvas Wealth Advisors
Kansas
$348K -$17K -29 -5%
MSWM
2475
McGlone Suttner Wealth Management
Wisconsin
$348K +$55.4K +103 +19%
97 98
99
100 101