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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 %
MME
351
Meag Munich Ergo
Germany
$36.7M +$4.24M +7,894 +13%
SDIC
352
South Dakota Investment Council
South Dakota
$36.6M -$3.03M -5,648 -8%
NW
353
NewEdge Wealth
Pennsylvania
$36.4M +$3.29M +6,123 +10%
SIG
354
Stonegate Investment Group
Alabama
$36.4M +$288K +537 +0.8%
RB
355
Rodgers Brothers
Pennsylvania
$36.3M -$157K -292 -0.4%
EMPI
356
Elo Mutual Pension Insurance
Finland
$36.3M +$570K +1,061 +2%
ECM
357
Element Capital Management
New York
$35.6M -$21.2M -39,437 -37%
BPA
358
Beacon Pointe Advisors
California
$35.4M +$6.52M +12,136 +23%
MWM
359
Modera Wealth Management
New Jersey
$35.4M -$3.48M -6,470 -9%
Pacer Advisors
360
Pacer Advisors
Pennsylvania
$35M +$1.79M +3,329 +5%
MSRPS
361
Maryland State Retirement & Pension System
Maryland
$35M +$178K +332 +0.5%
BS
362
Banco Santander
Spain
$35M +$7.87M +14,660 +29%
CNAM
363
Campbell Newman Asset Management
Wisconsin
$34.9M -$12.5M -23,294 -26%
IAP
364
Indie Asset Partners
Indiana
$34.9M +$32.8K +61 +0.1%
SIC
365
Salem Investment Counselors
North Carolina
$34.6M +$3.88M +7,219 +13%
KRS
366
Kentucky Retirement Systems
Kentucky
$34.3M +$309K +576 +0.9%
FAB
367
First American Bank
Illinois
$34.2M -$818K -1,523 -2%
ADEF
368
Adams Diversified Equity Fund
Maryland
$34.1M -$7.09M -13,200 -17%
MF
369
Magnetar Financial
Illinois
$33.9M -$15.4M -28,707 -31%
LOIM
370
Liberty One Investment Management
Illinois
$33.7M -$2.59M -4,830 -7%
PA
371
Pinnacle Associates
New York
$33.7M -$971K -1,807 -3%
OGC
372
Oak Grove Capital
New Hampshire
$33.6M +$1.11M +2,062 +3%
BA
373
Bridgewater Associates
Connecticut
$33.3M -$27.9M -51,918 -46%
PMAM
374
Picton Mahoney Asset Management
Ontario, Canada
$33.2M -$4.45M -8,288 -12%
BF
375
BOK Financial
Oklahoma
$33.2M -$630K -1,137 -2%
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