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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.9B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$6.9B
3
Lilly Endowment
Lilly Endowment
Indiana
$53.7B
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.21B
5
Franklin Resources
Franklin Resources
California
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
176
Weatherly Asset Management
California
$163M -$393K -732 -0.2%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$163M +$384K +714 +0.2%
RPI
178
Railway Pension Investments
United Kingdom
$163M -$39M -72,700 -19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
179
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$162M +$136M +253,400 +528%
PHS
180
PFM Health Sciences
California
$160M – – –
Westfield Capital Management
181
Westfield Capital Management
Massachusetts
$154M -$59.6M -110,935 -28%
SAI
182
Systematic Alpha Investments
New Jersey
$150M – – –
Bessemer Group
183
Bessemer Group
New Jersey
$149M +$116M +215,315 +346%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$148M +$9.69M +18,048 +7%
Bank of Nova Scotia
185
Bank of Nova Scotia
Ontario, Canada
$146M +$15.2M +28,228 +12%
WP
186
Woodline Partners
California
$146M -$12.3M -22,853 -8%
ATO
187
Alecta Tjanstepension Omsesidigt
Sweden
$145M +$145M +270,000 New
Fayez Sarofim & Co
188
Fayez Sarofim & Co
Texas
$145M +$19.3M +35,968 +15%
ZIG
189
Zurich Insurance Group
Switzerland
$141M -$69.9M -130,218 -33%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$138M -$1.5M -2,793 -1%
BG
191
Bollard Group
Massachusetts
$135M +$164K +306 +0.1%
PAM
192
Panagora Asset Management
Massachusetts
$131M +$24.5M +45,664 +23%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$130M +$3.86M +7,194 +3%
AIG
194
American International Group
New York
$129M -$962K -1,791 -0.7%
Fidelity International
195
Fidelity International
Bermuda
$128M -$1.73M -3,230 -1%
NAM
196
Nissay Asset Management
Japan
$126M -$20.7M -38,607 -14%
MIM
197
MetLife Investment Management
New Jersey
$125M -$1.57M -2,931 -1%
FAM
198
Fred Alger Management
New York
$124M +$46.8M +87,164 +61%
SOMRS
199
State of Michigan Retirement System
Michigan
$123M -$322K -600 -0.3%
ASRS
200
Arizona State Retirement System
Arizona
$123M -$1.34M -2,502 -1%
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