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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 %
PCA
651
Pallas Capital Advisors
Massachusetts
$10.7M +$957K +1,692 +10%
SLI
652
Sumitomo Life Insurance
Japan
$10.7M +$163K +304 +2%
BRA
653
Bender Robert & Associates
California
$10.6M +$16.1K +30 +0.2%
FNBT
654
FineMark National Bank & Trust
Florida
$10.6M +$126K +234 +1%
SCM
655
Sandler Capital Management
New York
$10.6M +$10.6M +19,650 New
BP
656
Broadleaf Partners
Ohio
$10.6M -$27.4K -51 -0.3%
ZCM
657
Ziegler Capital Management
Illinois
$10.5M -$1.88M -3,495 -15%
JIR
658
James Investment Research
Ohio
$10.5M -$1.91M -3,565 -15%
NCM
659
Narwhal Capital Management
Georgia
$10.5M -$1.34M -2,500 -11%
TF
660
Trek Financial
Arizona
$10.5M +$9.05M +16,856 +638%
MJRIC
661
Mogy Joel R Investment Counsel
California
$10.4M +$10M +18,662 +2,386%
TC
662
TownSquare Capital
Utah
$10.4M +$6.81M +12,673 +189%
Kovitz Investment Group Partners
663
Kovitz Investment Group Partners
Illinois
$10.4M -$149K -278 -1%
SWM
664
SeaCrest Wealth Management
New York
$10.3M -$16.7K -31 -0.2%
BIAS
665
Beacon Investment Advisory Services
New Jersey
$10.3M +$250K +466 +2%
RBA
666
Richard Bernstein Advisors
New York
$10.3M -$806K -1,500 -7%
RT
667
Rockland Trust
Massachusetts
$10.3M -$170K -317 -2%
TCM
668
Twin Capital Management
Pennsylvania
$10.3M +$924K +1,721 +10%
WSFS
669
Wilmington Savings Fund Society
Delaware
$10.2M -$128K -238 -1%
CCMU
670
Cheyne Capital Management (UK)
United Kingdom
$10.2M +$2.15M +4,010 +27%
CS
671
Comerica Securities
Michigan
$10.2M -$2.24M -4,170 -18%
HCA
672
Harbour Capital Advisors
Virginia
$10.1M +$103K +191 +1%
CT
673
Coastline Trust
Rhode Island
$10.1M -$752K -1,400 -7%
SIC
674
SJS Investment Consulting
Ohio
$10.1M -$27.4K -51 -0.3%
WS
675
Wedbush Securities
California
$10.1M +$1.05M +1,957 +12%
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