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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 %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$60.1M -$18.2M -33,938 -23%
CII
277
Capital International Inc
California
$59.8M +$2.63M +4,903 +5%
Connor, Clark & Lunn Investment Management (CC&L)
278
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$59.5M +$52.7M +98,154 +781%
PI
279
PineBridge Investments
New York
$59.2M +$23.2M +43,227 +64%
O
280
Ossiam
France
$58.6M -$55M -102,453 -48%
KeyBank National Association
281
KeyBank National Association
Ohio
$58.3M +$907K +1,689 +2%
SCM
282
Silvant Capital Management
Georgia
$58.2M -$10.2M -18,918 -15%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$57.5M +$5.08M +9,459 +10%
OIAM
284
OFI Invest Asset Management
France
$57.5M -$16M -31,610 -22%
BAMF
285
BI Asset Management Fondsmaeglerselskab
Denmark
$57.1M +$4.86M +9,052 +9%
Wealthfront Advisers
286
Wealthfront Advisers
California
$57M -$1.19M -2,209 -2%
AIM
287
Artemis Investment Management
United Kingdom
$57M -$5.2M -9,689 -8%
QCM
288
QRG Capital Management
Illinois
$56.8M +$56.8M +105,795 New
FMI
289
Factory Mutual Insurance
Massachusetts
$56.6M – – –
VMPIC
290
Varma Mutual Pension Insurance Co
Finland
$55.9M – – –
GF
291
Gabelli Funds
New York
$55.7M -$4.47M -8,330 -7%
VFA
292
Valeo Financial Advisors
Indiana
$55.7M +$150K +279 +0.3%
CIS
293
Capital International Sarl
California
$55.5M +$3.35M +6,231 +6%
USAA
294
United Services Automobile Association
Texas
$55.3M +$1.66M +3,094 +3%
NLGIA
295
Nippon Life Global Investors Americas
New York
$55.2M +$9.28M +17,270 +20%
AAM
296
AMI Asset Management
California
$54.9M -$1.09M -2,035 -2%
CI
297
Capital International
California
$54.8M -$14K -26 -0%
Mercer Global Advisors
298
Mercer Global Advisors
Colorado
$54.8M -$1.88M -3,498 -3%
IG
299
ING Group
Netherlands
$53.8M -$49.7M -92,442 -48%
RPAM
300
Rhenman & Partners Asset Management
Sweden
$53.7M +$10.2M +19,000 +23%
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