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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 %
PRIG
526
Payden & Rygel Investment Group
California
$16.1M +$16.1M +29,920 New
MA
527
Montag & Associates
Georgia
$16M -$315K -586 -2%
LOAMS
528
Lombard Odier Asset Management (Switzerland)
Switzerland
$16M -$3.3M -6,138 -17%
CG
529
Colony Group
Massachusetts
$15.8M -$1.4M -2,605 -8%
HW
530
Hancock Whitney
Mississippi
$15.8M -$133K -248 -0.8%
AMCA
531
Arthur M. Cohen & Associates
Illinois
$15.7M -$581K -1,081 -4%
JAG
532
Journey Advisory Group
Kentucky
$15.6M -$268K -499 -2%
BVDMP
533
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$15.5M -$1.78M -3,500 -10%
SWM
534
Spire Wealth Management
Virginia
$15.5M -$3M -5,579 -16%
CIS
535
Connors Investor Services
Pennsylvania
$15.5M -$1.48M -2,750 -9%
SL
536
Salomon & Ludwin
Virginia
$15.5M -$79.5K -148 -0.5%
Impax Asset Management Group
537
Impax Asset Management Group
United Kingdom
$15.4M -$1.17M -2,181 -7%
FAT
538
First American Trust
California
$15.4M -$1.86M -3,469 -11%
GLA
539
Great Lakes Advisors
Illinois
$15.3M -$65M -120,994 -81%
KPWS
540
Kestra Private Wealth Services
Texas
$15.3M +$1,000K +1,861 +7%
KRSITF
541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.3M +$139K +258 +0.9%
QCM
542
Quantinno Capital Management
New York
$15.1M +$3.64M +6,777 +32%
SAM
543
Sawgrass Asset Management
Florida
$15.1M +$9.55M +17,774 +172%
BM
544
Bridger Management
New York
$15.1M – – –
SVWAG
545
Sound View Wealth Advisors Group
Georgia
$15M +$191K +355 +1%
Envestnet Portfolio Solutions
546
Envestnet Portfolio Solutions
Illinois
$14.8M +$14.8M +27,642 New
WKWM
547
Walter & Keenan Wealth Management
Indiana
$14.8M -$349K -650 -2%
EF
548
Empirical Finance
Pennsylvania
$14.8M +$1.43M +2,654 +11%
BL
549
Balentine LLC
Georgia
$14.7M +$147K +273 +1%
PCM
550
Parsons Capital Management
Rhode Island
$14.6M -$304K -566 -2%
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