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 %
RMCM
901
Reynders McVeigh Capital Management
Massachusetts
$5.59M +$652K +1,213 +13%
LS
902
Leelyn Smith
Illinois
$5.58M -$925K -1,722 -14%
OSNBOA
903
Old Second National Bank of Aurora
Illinois
$5.58M -$144K -269 -3%
BCAM
904
Boston Common Asset Management
Massachusetts
$5.58M +$2.28M +4,253 +69%
FCCM
905
First City Capital Management
Georgia
$5.57M -$930K -1,732 -14%
PTC
906
Private Trust Company
Ohio
$5.55M +$34.4K +64 +0.6%
LSAG
907
Lake Street Advisors Group
New Hampshire
$5.55M -$125K -232 -2%
NP
908
Nilsine Partners
Colorado
$5.55M -$76.3K -142 -1%
MA
909
Mutual Advisors
Nebraska
$5.53M -$1.3M -2,418 -19%
HG
910
Herbst Group
Connecticut
$5.53M -$523K -973 -9%
CG
911
Caprock Group
Idaho
$5.53M +$85.4K +159 +2%
SAM
912
Smithbridge Asset Management
Pennsylvania
$5.52M -$369K -687 -6%
GDP
913
Great Diamond Partners
Maine
$5.52M +$24.7K +46 +0.4%
HAIM
914
Hunter Associates Investment Management
Pennsylvania
$5.46M +$37.1K +69 +0.7%
FLI
915
Family Legacy Inc
South Carolina
$5.46M -$185K -344 -3%
MWVC
916
Morgens Waterfall Vintiadis & Co
New York
$5.43M -$376K -700 -6%
FIA
917
Foundations Investment Advisors
Arizona
$5.39M +$1.58M +2,949 +42%
BIM
918
Bridges Investment Management
Nebraska
$5.39M -$16.1K -30 -0.3%
SP
919
Sarasin & Partners
United Kingdom
$5.38M +$5.38M +10,011 New
CCP
920
Clarkston Capital Partners
Michigan
$5.37M – – –
AGAM
921
Avalon Global Asset Management
California
$5.37M – – –
SMH
922
Sanders Morris Harris
Texas
$5.33M -$10.2K -19 -0.2%
QP
923
Quilter Plc
United Kingdom
$5.33M +$623K +624 +13%
BFC
924
Blue Fin Capital
Rhode Island
$5.32M +$46.2K +86 +0.9%
WPC
925
Waters Parkerson & Co
Louisiana
$5.32M -$82.2K -153 -2%
35 36
37
38 39