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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
$8.49B
2
BlackRock
BlackRock
New York
$35.3B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$436M
4
Vanguard Group
Vanguard Group
Pennsylvania
$37.9B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.78B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.9B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$6.9B
3
Lilly Endowment
Lilly Endowment
Indiana
$53.7B
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.21B
5
Franklin Resources
Franklin Resources
California
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
BTCPP
251
Border to Coast Pensions Partnership
United Kingdom
$67.3M – – –
ProShare Advisors
252
ProShare Advisors
Maryland
$67.2M -$2.04M -3,797 -3%
TRSOTSOK
253
Teachers Retirement System of the State of Kentucky
Kentucky
$67.2M -$2.48M -4,612 -4%
CCMG
254
Clark Capital Management Group
Pennsylvania
$67.2M +$192K +357 +0.3%
BMSSC
255
B. Metzler seel. Sohn & Co
Germany
$67.1M +$1.14M +2,127 +2%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$66.7M -$3.14M -5,838 -4%
CTB
257
Country Trust Bank
Illinois
$64.8M -$17.1M -31,912 -21%
SC
258
Styrax Capital
New York
$64.6M +$32.3M +60,155 +100%
SYBT
259
Stock Yards Bank & Trust
Kentucky
$64.5M -$10.3M -19,215 -14%
PCH
260
Polar Capital Holdings
United Kingdom
$64.5M -$9.05M -16,841 -12%
Brown Advisory
261
Brown Advisory
Maryland
$64.2M -$305K -567 -0.5%
VRS
262
Virginia Retirement Systems
Virginia
$64.2M – – –
BPC
263
Banque Pictet & Cie
Switzerland
$64M -$4.72M -8,796 -7%
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$64M +$43M +79,986 +204%
NIMI
265
Natixis Investment Managers International
France
$63.3M -$131K -241 -0.2%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$63.1M -$327K -609 -0.5%
Vontobel Holding
267
Vontobel Holding
Switzerland
$62.9M -$5.89M -10,961 -9%
SOADOR
268
State of Alaska Department of Revenue
Alaska
$62.5M -$1.51M -2,810 -2%
TCA
269
Teewinot Capital Advisers
New York
$62.5M +$16.5M +30,749 +36%
MOACM
270
Mutual of America Capital Management
New York
$62.4M -$1.04M -1,934 -2%
CFB
271
Cullen/Frost Bankers
Texas
$62.3M -$1.07M -2,001 -2%
DILIC
272
Dai-ichi Life Insurance Company
Japan
$62.1M -$4.58M -8,525 -7%
Thrivent Financial for Lutherans
273
Thrivent Financial for Lutherans
Minnesota
$61.3M -$3.16M -5,878 -5%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$60.8M +$2.26M +4,210 +4%
MAM
275
Martingale Asset Management
Massachusetts
$60.2M -$17.7M -33,004 -23%
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