LLY icon

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 %
CSWM
2951
Cassady Schiller Wealth Management
Ohio
$253K +$48.4K +83 +24%
KFS
2952
Kelly Financial Services
Massachusetts
$252K -$40.8K -70 -14%
CHJWM
2953
Carlton Hofferkamp & Jenks Wealth Management
Texas
$252K
OPWM
2954
Oakwell Private Wealth Management
Texas
$251K +$251K +431 New
CCC
2955
Chelsea Counsel Company
California
$251K
SCA
2956
Stuart Chaussee & Associates
California
$251K
PCMC
2957
Planning Capital Management Corporation
Pennsylvania
$251K +$251K +430 New
SFS
2958
Sharp Financial Services
Pennsylvania
$251K +$251K +430 New
APW
2959
Acima Private Wealth
Virginia
$250K -$128K -219 -34%
CHA
2960
Cooper/Haims Advisors
New York
$250K -$79.3K -136 -24%
SMWM
2961
Silvia McColl Wealth Management
California
$250K -$4.08K -7 -2%
GCA
2962
Genesee Capital Advisors
New York
$250K +$250K +428 New
QCIG
2963
Quad-Cities Investment Group
Iowa
$250K +$250K +399 New
SWM
2964
Sugarloaf Wealth Management
Georgia
$249K +$16.9K +29 +7%
IPW
2965
Invictus Private Wealth
Colorado
$248K
CM
2966
Columbus Macro
Pennsylvania
$248K
NME
2967
Notis-McConarty Edward
$247K -$23.9K -41 -9%
BCM
2968
Brown Capital Management
Maryland
$247K
PCWA
2969
Pacific Capital Wealth Advisors
California
$247K
SDWMA
2970
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K +$247K +424 New
HF
2971
Halpern Financial
Virginia
$247K +$247K +400 New
UWM
2972
USAdvisors Wealth Management
Minnesota
$247K +$247K +424 New
IIA
2973
ICW Investment Advisors
Arizona
$247K +$22.2K +38 +10%
PAI
2974
Pittenger & Anderson Inc
Nebraska
$247K -$47.8K -82 -16%
CA
2975
CapWealth Advisors
Tennessee
$247K