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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 %
GSC
576
Grey Street Capital
Illinois
$13.7M +$10.2M +19,070 +300%
FNT
577
First National Trust
Pennsylvania
$13.6M -$120K -224 -0.9%
EFS
578
Essex Financial Services
Connecticut
$13.6M -$143K -266 -1%
SW
579
SkyOak Wealth
Michigan
$13.6M -$184K -343 -1%
MAM
580
Meeder Asset Management
Ohio
$13.6M -$2.04M -3,789 -13%
NMIMC
581
Northwestern Mutual Investment Management Company
Wisconsin
$13.5M +$170K +316 +1%
IGAM
582
iA Global Asset Management
Quebec, Canada
$13.5M +$714K +1,330 +6%
BCM
583
Brookstone Capital Management
Illinois
$13.4M +$44.9K +76 +0.3%
MYAM
584
Meiji Yasuda Asset Management
Japan
$13.4M +$6.02M +11,217 +81%
IHAM
585
Integral Health Asset Management
New York
$13.4M -$2.69M -5,000 -17%
BSW
586
Buckingham Strategic Wealth
Missouri
$13.4M +$91.8K +171 +0.7%
PWAG
587
Polaris Wealth Advisory Group
California
$13.4M -$2.02M -3,767 -13%
JIC
588
Johnson Investment Counsel
Ohio
$13.4M -$160K -297 -1%
JC
589
Jacobs & Co
California
$13.2M -$488K -909 -4%
RWM
590
Ritholtz Wealth Management
New York
$13.2M +$164K +306 +1%
FCH
591
Freestone Capital Holdings
Washington
$13.1M -$172K -321 -1%
VIM
592
Vinva Investment Management
Australia
$13M -$200K -368 -2%
M
593
Mirova
France
$13M -$831K -1,548 -6%
BCM
594
Barometer Capital Management
Ontario, Canada
$13M -$922K -1,717 -7%
JSC
595
Jackson Square Capital
California
$13M +$261K +486 +2%
RP
596
Rowlandmiller & Partners
Georgia
$12.9M -$265K -493 -2%
APF
597
Alaska Permanent Fund
Alaska
$12.9M -$2.54M -4,731 -16%
GT
598
Greenleaf Trust
Michigan
$12.8M +$46.2K +86 +0.4%
MNBTD
599
Moody National Bank Trust Division
Texas
$12.8M +$802K +1,494 +7%
KFP
600
KMG Fiduciary Partners
Ohio
$12.7M +$248K +462 +2%
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