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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 %
BG
326
Bellevue Group
Switzerland
$43.8M -$7.31M -13,614 -14%
CM
327
Castleark Management
Illinois
$43.6M -$22.4M -41,780 -34%
Man Group
328
Man Group
United Kingdom
$43M -$39.7M -84,622 Closed
BHWM
329
Bar Harbor Wealth Management
New Hampshire
$42.7M -$510K -950 -1%
GIM
330
Grassi Investment Management
California
$42.7M – – –
AIM
331
Achmea Investment Management
Netherlands
$41.7M +$446K +830 +1%
GC
332
Guggenheim Capital
Illinois
$41.4M -$10.8M -20,163 -21%
SSA
333
Schonfeld Strategic Advisors
New York
$40.7M +$26.6M +49,593 +190%
AAM
334
Advisors Asset Management
Colorado
$40.6M +$323K +601 +0.8%
APM
335
Avidity Partners Management
Texas
$40.3M -$31.2M -58,000 -44%
GIBU
336
Gulf International Bank (UK)
United Kingdom
$39.8M -$4.03M -7,507 -9%
NA
337
NewEdge Advisors
Louisiana
$39.5M +$3.25M +6,043 +9%
BCIM
338
British Columbia Investment Management
British Columbia, Canada
$39.4M +$184K +342 +0.5%
CAN
339
Cetera Advisor Networks
California
$39.4M +$817K +1,521 +2%
PAG
340
Private Advisor Group
New Jersey
$39.2M +$233K +434 +0.6%
TWC
341
TD Waterhouse Canada
Ontario, Canada
$39M +$4.22M +7,057 +12%
RG
342
Rathbones Group
United Kingdom
$38.8M +$8.49M +15,803 +28%
VPIM
343
Vanguard Personalized Indexing Management
California
$38.8M +$3.68M +6,851 +10%
BSA
344
Braun Stacey Associates
New York
$38.6M -$2.32M -4,311 -6%
Cetera Investment Advisers
345
Cetera Investment Advisers
Illinois
$38.6M +$2.19M +4,069 +6%
OC
346
Oppenheimer & Co
New York
$37.6M +$1.82M +3,397 +5%
PCIA
347
Prime Capital Investment Advisors
Kansas
$37.1M +$4.76M +8,857 +15%
Squarepoint
348
Squarepoint
New York
$37M -$13.9M -25,890 -27%
HFP
349
Holistic Financial Partners
Indiana
$36.8M -$364K -678 -1%
FFM
350
Fullerton Fund Management
Singapore
$36.7M +$6.05M +11,261 +20%
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