LLY icon

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 %
SWP
501
Stratos Wealth Partners
Ohio
$17.4M +$1.86M +3,472 +12%
ACM
502
Atika Capital Management
New York
$17.3M +$3.6M +6,700 +26%
CAG
503
Crestwood Advisors Group
Massachusetts
$17.3M +$1.52M +2,827 +10%
RJT
504
Raymond James Trust
Florida
$17.2M +$1.2M +2,238 +8%
JCM
505
Jag Capital Management
Missouri
$17.1M +$458K +852 +3%
IAA
506
Independent Advisor Alliance
North Carolina
$17M +$858K +1,597 +5%
BCM
507
Bridgeway Capital Management
Texas
$17M -$242K -450 -1%
DC
508
Davenport & Co
Virginia
$16.9M -$813K -1,513 -5%
TRCT
509
Tower Research Capital (TRC)
New York
$16.9M +$7.77M +14,467 +85%
CWM
510
Calamos Wealth Management
Illinois
$16.9M -$5.31M -9,881 -24%
PIP
511
Peachtree Investment Partners
Florida
$16.9M +$3.31M +6,169 +24%
FLPIM
512
F.L. Putnam Investment Management
Massachusetts
$16.7M -$1.98M -3,690 -11%
VIP
513
Vantage Investment Partners
Missouri
$16.7M +$352K +656 +2%
MHC
514
Meyer Handelman Company
New York
$16.7M -$91.3K -170 -0.5%
WB
515
WesBanco Bank
West Virginia
$16.5M -$110K -204 -0.7%
NB
516
Norinchukin Bank
Japan
$16.5M -$18.4M -34,206 -53%
GI
517
GAMCO Investors
Connecticut
$16.4M -$480K -893 -3%
EB
518
Eastern Bank
Massachusetts
$16.3M +$9.91M +18,449 +156%
BIG
519
Builder Investment Group
Georgia
$16.1M -$618K -1,150 -4%
JF
520
Jump Financial
Illinois
$16.1M +$12.4M +23,171 +337%
SI
521
Stephens Inc
Arkansas
$16.1M +$206K +384 +1%
NM
522
NWI Management
New York
$16.1M – – –
TCM
523
Tang Capital Management
California
$16.1M – – –
CHC
524
City Holding Co
West Virginia
$16.1M -$1.35M -2,506 -8%
PR
525
Payden & Rygel
California
$16.1M -$430K -800 -3%
19 20
21
22 23