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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 %
YCM
301
Yousif Capital Management
Michigan
$53.5M -$1.18M -2,195 -2%
NC
302
Nicholas Company
Wisconsin
$53.2M -$6.99M -13,005 -12%
D.E. Shaw & Co
303
D.E. Shaw & Co
New York
$52.8M -$360M -669,445 -87%
WorldQuant Millennium Advisors
304
WorldQuant Millennium Advisors
New York
$52.6M +$47M +87,434 +829%
KFC
305
Klingenstein Fields & Co
New York
$52.5M -$22.6K -42 -0%
HPG
306
Harvest Portfolios Group
Ontario, Canada
$51.5M -$8.98M -16,719 -15%
Kayne Anderson Rudnick Investment Management
307
Kayne Anderson Rudnick Investment Management
California
$50.6M -$1.69M -3,141 -3%
IMPI
308
Ilmarinen Mutual Pension Insurance
Finland
$50.1M – – –
Holocene Advisors
309
Holocene Advisors
New York
$49.3M +$49.3M +91,806 New
MCM
310
MAI Capital Management
Ohio
$49.1M -$870K -1,619 -2%
MLL
311
Moody Lynn & Lieberson
Massachusetts
$48.7M -$4.19M -7,807 -8%
MML Investors Services
312
MML Investors Services
Massachusetts
$48.3M +$38.7K +72 +0.1%
ZIM
313
Zacks Investment Management
Illinois
$47.7M +$849K +1,581 +2%
BPWM
314
Badgley Phelps Wealth Managers
Washington
$47.6M -$1.02M -1,906 -2%
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$47.6M +$951K +1,771 +2%
CAM
316
Cresset Asset Management
Illinois
$46.3M -$145K -270 -0.3%
CWM
317
Circle Wealth Management
New Jersey
$46.1M +$45.3M +84,366 +5,945%
VI
318
Vestcor Inc
New Brunswick, Canada
$45.7M -$2.63M -4,896 -5%
IMRF
319
Illinois Municipal Retirement Fund
Illinois
$45.7M -$250K -465 -0.5%
Luther King Capital Management (LKCM)
320
Luther King Capital Management (LKCM)
Texas
$45.5M +$20.9M +38,970 +85%
Rafferty Asset Management
321
Rafferty Asset Management
New York
$45M +$3.67M +6,828 +9%
EDRH
322
Edmond de Rothschild Holding
Switzerland
$44.5M +$1.38M +2,563 +3%
AWM
323
AE Wealth Management
Kansas
$44.4M -$164K -305 -0.4%
TIAA Trust, National Association
324
TIAA Trust, National Association
North Carolina
$44.4M +$44.4M +82,611 New
PGFC
325
Peapack-Gladstone Financial Corp
New Jersey
$43.9M -$226K -421 -0.5%
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