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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 %
FB
851
Fulton Bank
Pennsylvania
$6.33M +$432K +804 +7%
BAAM
852
Baker Avenue Asset Management
California
$6.28M +$5.07M +9,430 +416%
VAS
853
Vestmark Advisory Solutions
Massachusetts
$6.28M -$4.61M -8,588 -42%
RCIM
854
Red Cedar Investment Management
Michigan
$6.27M -$18.3K -34 -0.3%
NL
855
NWAM LLC
Washington
$6.22M -$1.07M -1,986 -15%
SFG
856
Summit Financial Group
West Virginia
$6.21M -$1.07K -2 -0%
ANTB
857
AMG National Trust Bank
Colorado
$6.2M -$139K -259 -2%
FIM
858
Fernwood Investment Management
Massachusetts
$6.19M -$399K -743 -6%
IAN
859
Integrated Advisors Network
Texas
$6.18M -$153K -285 -2%
CAM
860
Covenant Asset Management
New Jersey
$6.17M +$13.4K +25 +0.2%
MGIM
861
M&G Investment Management
United Kingdom
$6.14M -$3.53M -6,578 -37%
PIA
862
Petredis Investment Advisors
Pennsylvania
$6.13M +$10.2K +19 +0.2%
FMAEN1
863
Fund Management at Engine No 1
California
$6.13M +$616K +1,147 +11%
SFG
864
Snider Financial Group
Washington
$6.1M +$435K +810 +8%
GCM
865
Gunderson Capital Management
South Carolina
$6.09M +$6.09M +11,331 New
OAJ
866
Ogorek Anthony Joseph
New York
$6.08M -$43K -80 -0.7%
AUB
867
Atlantic Union Bankshares
Virginia
$6.08M -$3.76K -7 -0.1%
RBFC
868
Roman Butler Fullerton & Co
Missouri
$6.07M +$51.2K +84 +0.9%
SFP
869
Shepherd Financial Partners
Massachusetts
$6M -$88.1K -164 -1%
CCA
870
Checchi Capital Advisers
California
$6M -$53.7K -100 -0.9%
WA
871
WBH Advisory
Maryland
$5.97M -$201K -375 -3%
HA
872
Herold Advisors
New York
$5.96M +$1.09M +2,031 +22%
IA
873
IFP Advisors
Florida
$5.96M +$2.15M +4,010 +57%
WA
874
Waverly Advisors
Alabama
$5.95M +$1.8M +3,348 +43%
UC
875
Unio Capital
New Jersey
$5.95M -$2.46M -4,574 -29%
33 34
35
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