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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 %
MS
951
Madden Securities
Texas
$4.9M -$1.61M -2,990 -25%
NSIM
952
North Star Investment Management
Illinois
$4.9M -$110K -205 -2%
NB
953
NBT Bank
New York
$4.9M +$878K +1,635 +22%
BJL
954
Brighton Jones LLC
Washington
$4.89M +$309K +576 +7%
GP
955
Geneva Partners
Wisconsin
$4.88M +$2.06M +3,839 +73%
FFM
956
Forum Financial Management
Illinois
$4.87M +$29.5K +55 +0.6%
AWM
957
Apollon Wealth Management
South Carolina
$4.87M -$910K -1,694 -16%
TAM
958
Trust Asset Management
Texas
$4.87M – – –
EBT
959
Enterprise Bank & Trust
Massachusetts
$4.87M -$161K -299 -3%
TPWA
960
TRUE Private Wealth Advisors
Oregon
$4.86M -$302K -562 -6%
AC
961
Abbrea Capital
California
$4.86M -$117K -218 -2%
CI
962
Cigna Investments
Connecticut
$4.83M -$587K -1,092 -11%
CAM
963
Centre Asset Management
New York
$4.83M -$164K -306 -3%
IWA
964
IBEX Wealth Advisors
New Jersey
$4.82M +$4.82M +8,968 New
SICM
965
Sustainable Insight Capital Management
New York
$4.81M -$683K -1,271 -12%
LFG
966
Larson Financial Group
Missouri
$4.81M +$2.7M +5,027 +128%
B
967
Bensler
Washington
$4.8M +$654K +1,218 +16%
EHC
968
Everett Harris & Co
California
$4.79M +$5.91K +11 +0.1%
DGAM
969
Desjardins Global Asset Management
Quebec, Canada
$4.79M -$1.63M -3,026 -25%
WP
970
Waycross Partners
Kentucky
$4.78M -$1.58M -2,950 -25%
ET
971
Equitable Trust
Tennessee
$4.78M +$94K +175 +2%
ZB
972
Zions Bancorporation
Utah
$4.77M +$338K +630 +8%
QT
973
Quantbot Technologies
New York
$4.77M +$334K +621 +8%
WAM
974
Wolverine Asset Management
Illinois
$4.76M +$4.76M +8,864 New
HFM
975
Harvest Fund Management
China
$4.75M +$569K +1,060 +14%
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