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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
1
JPMorgan Chase & Co
New York
$8.49B
2
BlackRock
2
BlackRock
New York
$35.3B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$436M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$37.9B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.78B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$11.9B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.9B
3
Lilly Endowment
3
Lilly Endowment
Indiana
$53.7B
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$1.21B
5
Franklin Resources
5
Franklin Resources
California
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
101
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$354M -$84.2M -156,780 -19%
AI
102
Axiom Investors
Connecticut
$349M +$1.28M +2,378 +0.4%
GIM
103
Goelzer Investment Management
Indiana
$348M +$302M +561,464 +646%
Winslow Capital Management
104
Winslow Capital Management
Minnesota
$347M +$86.8M +161,509 +33%
Comerica Bank
105
Comerica Bank
Texas
$346M +$346M +643,758 New
ONB
106
Old National Bancorp
Indiana
$340M -$2.99M -5,564 -0.9%
Pictet Asset Management
107
Pictet Asset Management
Switzerland
$339M +$339M +631,895 New
Polen Capital Management
108
Polen Capital Management
Florida
$335M +$335M +623,812 New
Los Angeles Capital Management
109
Los Angeles Capital Management
California
$334M +$110M +205,704 +49%
Lord, Abbett & Co
110
Lord, Abbett & Co
New Jersey
$325M -$11.7M -21,786 -3%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$321M -$5.01M -9,334 -2%
LPL Financial
112
LPL Financial
California
$320M +$55.2M +102,734 +21%
Marshall Wace
113
Marshall Wace
United Kingdom
$319M +$267M +497,640 +516%
Allianz Asset Management
114
Allianz Asset Management
Germany
$317M +$25.8M +47,972 +9%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$316M -$155M -288,166 -33%
HighTower Advisors
116
HighTower Advisors
Illinois
$305M +$7.5M +13,962 +3%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$305M -$744K -1,386 -0.2%
KBC Group
118
KBC Group
Belgium
$295M -$51.6M -96,151 -15%
Corient Private Wealth
119
Corient Private Wealth
Florida
$294M -$22.4M -41,793 -7%
Mariner
120
Mariner
Kansas
$282M +$12M +22,293 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
121
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$278M -$30.5M -56,862 -10%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$274M -$17.2M -32,065 -6%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$274M +$18M +33,377 +7%
Bank Julius Baer & Co
124
Bank Julius Baer & Co
Switzerland
$266M +$254M +473,704 +2,282%
SO
125
STRS Ohio
Ohio
$263M -$19.6M -36,494 -7%
3 4
5
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