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 %
PCM
801
Perkins Capital Management
Minnesota
$7M -$4.83K -9 -0.1%
NRS
802
Neville Rodie & Shaw
New York
$7M +$247K +460 +4%
HCMT
803
Highland Capital Management (Tennessee)
Tennessee
$6.98M +$24.7K +46 +0.4%
AAS
804
Ameritas Advisory Services
Nebraska
$6.96M +$3.88M +6,764 +126%
DT
805
Diversified Trust
Tennessee
$6.96M +$359K +669 +5%
FTDI
806
First Trust Direct Indexing
Massachusetts
$6.95M +$18.8K +35 +0.3%
AWM
807
Affinity Wealth Management
Delaware
$6.94M +$122K +228 +2%
FNBOMD
808
First National Bank of Mount Dora
Florida
$6.92M -$606K -1,128 -8%
LI
809
LMCG Investments
Massachusetts
$6.9M -$25.8K -48 -0.4%
PWA
810
Providence Wealth Advisors
Illinois
$6.86M -$12.7K -24 -0.2%
BCM
811
Beck Capital Management
Texas
$6.85M -$189K -352 -3%
UCMOK
812
United Capital Management of KS
Kansas
$6.84M +$4.21M +7,846 +160%
PNC
813
Park National Corp
Ohio
$6.84M -$32.2K -60 -0.5%
BP
814
Ballentine Partners
Massachusetts
$6.83M +$200K +372 +3%
GRP
815
Global Retirement Partners
California
$6.82M +$221K +415 +3%
CB
816
Cadence Bank
Mississippi
$6.8M -$68.8K -128 -1%
OAM
817
Ostrum Asset Management
France
$6.78M -$1.36M -2,530 -17%
OIA
818
OneDigital Investment Advisors
Kansas
$6.78M +$1.22M +2,276 +22%
HCM
819
Hilton Capital Management
New York
$6.75M +$6.75M +12,567 New
SBH
820
Segall Bryant & Hamill
Illinois
$6.7M -$25.2K -47 -0.4%
HIC
821
Harvey Investment Company
Kentucky
$6.68M – – –
MCM
822
Mitchell Capital Management
Kansas
$6.68M -$2.28M -4,239 -25%
CI
823
Conning Inc
Connecticut
$6.67M -$898K -1,671 -12%
B
824
Bailard
California
$6.67M -$930K -1,731 -12%
MSK
825
Melissa S. Kampmann
$6.66M +$6.66M +12,393 New
31 32
33
34 35