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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 %
EI
376
Ethic Inc
New York
$32.5M +$2.72M +5,059 +9%
CCG
377
Cypress Capital Group
Florida
$32.2M -$532K -991 -2%
WT
378
Whittier Trust
California
$32.1M +$177K +329 +0.6%
CAM
379
ClariVest Asset Management
California
$32M +$13.8M +25,766 +76%
IWM
380
IHT Wealth Management
Illinois
$31.9M -$761K -1,416 -2%
KAS
381
Kestra Advisory Services
Texas
$31.7M +$822K +1,531 +3%
T
382
TOBAM
France
$31.4M +$9.83M +18,294 +45%
First Manhattan
383
First Manhattan
New York
$31.4M -$1.23M -2,293 -4%
LA
384
LBP AM
France
$31.2M +$4.28M +7,959 +16%
SAM
385
Shell Asset Management
Netherlands
$30.9M -$641K -1,194 -2%
SAM
386
Securian Asset Management
Minnesota
$30.7M -$4.81M -8,948 -14%
FBB
387
Fulton Breakefield Broenniman
Maryland
$30.4M -$433K -806 -1%
JPMIA
388
J.P. Marvel Investment Advisors
Massachusetts
$30.3M -$13.4K -25 -0%
SPIA
389
Steward Partners Investment Advisory
New York
$29.8M -$2.61M -4,860 -8%
Dodge & Cox
390
Dodge & Cox
California
$29.5M -$2.5M -4,655 -8%
AIMCA
391
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29.4M -$666K -1,240 -2%
KI
392
Keystone Investors
Singapore
$29.3M +$29.3M +54,600 New
HIMCH
393
Hartford Investment Management Co (HIMCO)
Connecticut
$29.3M -$406K -755 -1%
BPCE
394
Bank Pictet & Cie (Europe)
Germany
$29M -$73.1K -136 -0.3%
FDCC
395
Foster Dykema Cabot & Co
Massachusetts
$29M -$61.8K -115 -0.2%
FMII
396
Farmers & Merchants Investments Inc
Nebraska
$28.9M -$201K -375 -0.7%
DBG
397
De Burlo Group
Massachusetts
$28.7M -$79K -147 -0.3%
QC
398
Quadrature Capital
United Kingdom
$28.6M -$32M -59,613 -53%
WWM
399
Windsor Wealth Management
Indiana
$28.5M -$4M -7,446 -12%
ORI
400
Oak Ridge Investments
Illinois
$28.4M +$807K +1,503 +3%
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