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Eli Lilly

3,251 hedge funds and large institutions have $464B invested in Eli Lilly in 2023 Q4 according to their latest regulatory filings, with 433 funds opening new positions, 1,210 increasing their positions, 1,229 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,251
Holders Change
+293
Holders Change %
+9.91%
% of All Funds
47.65%
Holding in Top 10
301
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.41%
New
433
Increased
1,210
Reduced
1,229
Closed
96
Calls
$4.99B
Puts
$5.55B
Net Calls
-$558M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
2776
Lodestone Wealth Management
Washington
$327K +$36.8K +63 +13%
B
2777
Barings
North Carolina
$327K
PGAM
2778
Princeton Global Asset Management
New Jersey
$327K +$2.33K +4 +0.7%
PCI
2779
Planning Center Inc
Illinois
$326K -$1.17K -2 -0.4%
PFG
2780
PAX Financial Group
Texas
$326K +$326K +443 New
MPCA
2781
Madison Park Capital Advisors
Washington
$325K +$325K +558 New
MWAM
2782
Manhattan West Asset Management
California
$324K -$17.5K -30 -5%
JWM
2783
JPL Wealth Management
Colorado
$324K +$324K +555 New
RA
2784
Ruggaard & Associates
Ohio
$324K -$8.74K -15 -3%
PWMG
2785
Prestige Wealth Management Group
New Jersey
$323K -$32.1K -55 -9%
MWP
2786
Madison Wealth Partners
Wisconsin
$323K +$323K +554 New
GFG
2787
GR Financial Group
Arizona
$323K -$19.2K -33 -6%
FRA
2788
Front Row Advisors
California
$323K -$561K -962 -63%
MFA
2789
Morling Financial Advisors
California
$322K +$1.17K +2 +0.4%
PWAC
2790
Private Wealth Advisors (California)
California
$321K +$583 +1 +0.2%
DFG
2791
Dupree Financial Group
Kentucky
$321K +$321K +551 New
WIM
2792
Waverton Investment Management
United Kingdom
$321K +$321K +550 New
RWRC
2793
R.W. Roge & Company
New York
$320K
VC
2794
Vicus Capital
Pennsylvania
$319K -$251K -430 -44%
QPW
2795
Quantum Private Wealth
Florida
$319K
VCWA
2796
Vanguard Capital Wealth Advisors
Colorado
$318K +$29.1K +50 +10%
EBA
2797
Eagle Bay Advisors
New York
$317K -$11.1K -19 -3%
SCM
2798
Spreng Capital Management
Ohio
$315K
WAL
2799
W Advisors LLC
Tennessee
$314K -$2.33K -4 -0.7%
FWM
2800
Fairhaven Wealth Management
Illinois
$313K -$93.9K -161 -23%