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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
1
JPMorgan Chase & Co
New York
$8.49B
2
BlackRock
2
BlackRock
New York
$35.3B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$436M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$37.9B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.78B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$11.9B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.9B
3
Lilly Endowment
3
Lilly Endowment
Indiana
$53.7B
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$1.21B
5
Franklin Resources
5
Franklin Resources
California
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.6B -$385K -716 -0%
Fisher Asset Management
27
Fisher Asset Management
Washington
$2.39B +$118M +220,032 +5%
Charles Schwab
28
Charles Schwab
California
$2.38B +$47.3M +88,016 +2%
UBS AM
29
UBS AM
Illinois
$2.35B -$133M -247,830 -5%
Ameriprise
30
Ameriprise
Minnesota
$1.97B -$232M -432,630 -11%
DZ Bank
31
DZ Bank
Germany
$1.84B +$231M +429,783 +14%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.81B +$27.8M +51,826 +2%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$1.78B +$347M +645,473 +24%
GQG Partners
34
GQG Partners
Florida
$1.76B +$63.8M +118,821 +4%
Invesco
35
Invesco
Georgia
$1.75B -$375M -697,608 -18%
Wells Fargo
36
Wells Fargo
California
$1.57B -$74.1M -137,918 -5%
Deutsche Bank
37
Deutsche Bank
Germany
$1.45B -$121M -224,540 -8%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.39B -$173M -322,000 -11%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$1.3B -$48.5M -90,379 -4%
Franklin Resources
40
Franklin Resources
California
$1.29B -$420M -781,055 -24%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$1.24B -$56.7M -105,480 -4%
US Bancorp
42
US Bancorp
Minnesota
$1.22B +$3.56M +6,690 +0.3%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.21B -$437M -814,377 -27%
UBS Group
44
UBS Group
Switzerland
$1.19B -$117M -217,432 -9%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.19B -$77.5M -144,310 -6%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$1.15B -$2.51M -4,666 -0.2%
Barclays
47
Barclays
United Kingdom
$1.11B +$295M +549,719 +36%
Edgewood Management
48
Edgewood Management
Connecticut
$1.07B -$35.5M -66,152 -3%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$1.04B +$43.9M +81,692 +4%
American Century Companies
50
American Century Companies
Missouri
$1.04B +$160M +297,672 +18%
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