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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 %
FDCDDQ
726
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.71M -$761K -1,417 -8%
SP
727
Symmetry Partners
Connecticut
$8.67M -$233K -434 -3%
GFA
728
Gifford Fong Associates
California
$8.65M – – –
KA
729
Kintegral Advisory
New York
$8.62M -$5.37K -10 -0.1%
CFD
730
Creative Financial Designs
Indiana
$8.59M -$51.6K -96 -0.6%
VF
731
Virtu Financial
New York
$8.58M +$8.58M +15,978 New
LNWTC
732
Laird Norton Wetherby Trust Company
Washington
$8.58M – – –
SW
733
SVB Wealth
Massachusetts
$8.56M -$2.68M -4,986 -24%
OC
734
Optimas Capital
Hong Kong
$8.53M -$806K -1,501 -9%
CW
735
Connectus Wealth
Ohio
$8.52M +$2.67M +4,972 +46%
HCA
736
Harbor Capital Advisors
Illinois
$8.47M -$421K -783 -5%
CCM
737
Chilton Capital Management
Texas
$8.4M +$537 +1 +0%
CWM
738
CMH Wealth Management
New Hampshire
$8.35M -$4.91M -9,135 -37%
LIP
739
Liontrust Investment Partners
United Kingdom
$8.33M +$8.33M +15,500 New
CDH
740
Charles D. Hyman
$8.28M -$424K -790 -5%
MWM
741
Marietta Wealth Management
Georgia
$8.28M -$516K -960 -6%
NG
742
NWK Group
California
$8.27M -$1.52M -2,832 -16%
TCCM
743
Timber Creek Capital Management
Massachusetts
$8.24M -$314K -585 -4%
AAIS
744
ABN AMRO Investment Solutions
$8.18M +$3.23M +6,014 +65%
TF
745
Talbot Financial
Washington
$8.13M +$199K +370 +3%
SGH
746
Sivik Global Healthcare
Connecticut
$8.06M -$1.34M -2,500 -14%
MGM
747
Miura Global Management
New York
$8.06M – – –
RCM
748
RNC Capital Management
California
$8.05M -$197K -367 -2%
Fiera Capital (Canada)
749
Fiera Capital (Canada)
Quebec, Canada
$8.03M -$1.04M -1,940 -11%
SSB
750
Sandy Spring Bank
Maryland
$8.02M +$1.02M +1,908 +15%
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