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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 %
HI
2976
HBK Investments
Texas
– -$2.26M -4,809 Closed
FDS
2977
First Dallas Securities
Texas
– -$2.17M -4,625 Closed
SCM
2978
Soleus Capital Management
Connecticut
– -$2.02M -4,300 Closed
TC
2979
TAP Consulting
Missouri
– -$1.89M -4,024 Closed
RFWA
2980
RPg Family Wealth Advisory
Massachusetts
– -$1.66M -3,536 Closed
IPW
2981
Inlet Private Wealth
Florida
– -$1.46M -3,113 Closed
KJHP
2982
K.J. Harrison & Partners
Ontario, Canada
– -$1.42M -3,048 Closed
A
2983
AustralianSuper
Australia
– -$1.39M -2,968 Closed
CIAS
2984
CFS Investment Advisory Services
New Jersey
– -$1.27M -2,714 Closed
GCMG
2985
Gyroscope Capital Management Group
Florida
– -$1.27M -2,700 Closed
GA
2986
GraniteShares Advisors
New York
– -$1.25M -2,667 Closed
CPM
2987
Connective Portfolio Management
New York
– -$1.15M -2,500 Closed
3IP
2988
3Chopt Investment Partners
Virginia
– -$1.1M -2,348 Closed
MCA
2989
Magnolia Capital Advisors
Mississippi
– -$1.06M -2,262 Closed
MS
2990
Maven Securities
Jersey
– -$1.02M -2,180 Closed
VEA
2991
Virtus ETF Advisers
New York
– -$967K -2,061 Closed
CWA
2992
Clearview Wealth Advisors
Oregon
– -$867K -1,849 Closed
SLA
2993
Silver Lake Advisory
Utah
– -$796K -1,698 Closed
KLC
2994
Knowledge Leaders Capital
Colorado
– -$783K -1,670 Closed
IAIM
2995
Industrial Alliance Investment Management
Quebec, Canada
– -$747K -1,592 Closed
OTPPB
2996
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$746K -1,591 Closed
CA
2997
Calton & Associates
Florida
– -$619K -1,320 Closed
DU
2998
Delphia (USA)
Ontario, Canada
– -$619K -1,319 Closed
DWA
2999
Divergent Wealth Advisors
Utah
– -$561K -1,197 Closed
AIM
3000
Aurora Investment Managers
Florida
– -$530K -1,130 Closed
118 119
120
121 122