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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 %
PWM
2926
Prosperity Wealth Management
California
$262K
MCG
2927
McCollum Christoferson Group
New York
$262K
TC
2928
Trust Company
Kansas
$262K +$246K +422 +1,507%
SCM
2929
SOL Capital Management
Maryland
$262K
CWMGP
2930
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$262K +$40.8K +70 +18%
CWC
2931
Carolinas Wealth Consulting
North Carolina
$261K +$164 +26 +0.1%
LSA
2932
Lion Street Advisors
Texas
$260K -$2.92K -5 -1%
IWN
2933
Independent Wealth Network
Iowa
$259K +$5.83K +10 +2%
OCPWS
2934
One Charles Private Wealth Services
Massachusetts
$259K +$26.2K +45 +11%
CC
2935
Constitution Capital
Connecticut
$259K +$259K +445 New
PCM
2936
Peirce Capital Management
Texas
$259K +$259K +445 New
SAA
2937
Southeast Asset Advisors
Georgia
$259K -$41.4K -71 -14%
SF
2938
Slagle Financial
Illinois
$259K +$130K +445 +100%
PAM
2939
Peak Asset Management
Colorado
$259K +$16.9K +29 +7%
PWA
2940
Phoenix Wealth Advisors
North Carolina
$258K +$17.8K +30 +7%
LAM
2941
Lifestyle Asset Management
Texas
$258K -$331K -567 -56%
CAS
2942
Coppell Advisory Solutions
Texas
$257K +$253K +434 +6,200%
NMM
2943
Naples Money Management
Florida
$257K +$257K +441 New
PSF
2944
Pacific Sun Financial
California
$256K -$23.3K -40 -8%
BHIA
2945
Birch Hill Investment Advisors
Massachusetts
$256K
CWM
2946
Cedar Wealth Management
California
$256K
CFA
2947
Capstone Financial Advisors
Illinois
$256K +$1.75K +3 +0.7%
ACG
2948
Allen Capital Group
Nebraska
$255K +$255K +437 New
MTC
2949
McDaniel Terry & Co
Texas
$254K
TCMP
2950
Thrive Capital Management (Pennsylvania)
Pennsylvania
$254K +$583 +1 +0.2%