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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 %
DCM
451
Donaldson Capital Management
Indiana
$21.6M -$109K -203 -0.5%
ETC
452
Exchange Traded Concepts
Oklahoma
$21.6M -$5.12M -9,540 -19%
1SB
453
1ST Source Bank
Indiana
$21.3M -$645K -1,201 -3%
JFL
454
Jarislowsky, Fraser Ltd
Quebec, Canada
$21.2M -$1.23M -2,298 -6%
PWM
455
Perigon Wealth Management
California
$21.2M +$196K +365 +0.9%
AssetMark Inc
456
AssetMark Inc
California
$21.1M +$47.3K +88 +0.2%
NAM
457
NTV Asset Management
West Virginia
$21.1M -$319K -593 -1%
SCM
458
Suvretta Capital Management
New York
$21M +$21M +39,100 New
AI
459
Atria Investments
North Carolina
$20.8M +$161K +299 +0.8%
TA
460
TruWealth Advisors
Louisiana
$20.7M +$208K +387 +1%
SIS
461
Strategic Investment Solutions
Illinois
$20.7M +$20.4M +39,525 +6,215%
BCI
462
Brinker Capital Investments
Pennsylvania
$20.6M +$2.78M +5,170 +16%
OPS
463
Orion Portfolio Solutions
Nebraska
$20.6M +$2.78M +5,170 +16%
PFP
464
Pinnacle Financial Partners
Tennessee
$20.6M -$1.6M -2,988 -7%
DWT
465
Dorsey & Whitney Trust
South Dakota
$20.5M -$593K -1,104 -3%
CFG
466
Citizens Financial Group
Rhode Island
$20.4M -$856K -1,593 -4%
WAM
467
Winslow Asset Management
Ohio
$20.4M -$1.42M -2,636 -7%
BCV
468
Banque Cantonale Vaudoise
Switzerland
$20.3M -$1.67M -3,108 -8%
BC
469
Burney Company
Virginia
$20.3M -$331K -616 -2%
VCM
470
Valiant Capital Management
California
$20.2M +$20.2M +37,600 New
BBVA
471
Banco Bilbao Vizcaya Argentaria
Spain
$20M -$23.4M -43,636 -54%
Lido Advisors
472
Lido Advisors
California
$19.9M +$1.66M +3,098 +9%
SBIA
473
Sheaff Brock Investment Advisors
Indiana
$19.9M -$2.67M -4,977 -12%
LCM
474
LVM Capital Management
Michigan
$19.7M -$132K -245 -0.7%
CAC
475
Core Alternative Capital
Georgia
$19.6M -$679K -1,265 -3%
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