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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 %
IFU
3001
iSAM Funds (UK)
United Kingdom
$237K +$237K +406 New
SC
3002
Seldon Capital
California
$236K
HGWM
3003
Horst & Graben Wealth Management
Oregon
$235K -$19.2K -33 -8%
ACA
3004
Aspire Capital Advisors
Washington
$235K
CNC
3005
Citizens & Northern Corp
Pennsylvania
$235K -$2.92K -5 -1%
CANC
3006
Culbertson A N & Co
Virginia
$235K
AAMA
3007
Advanced Asset Management Advisors
Ohio
$234K -$172K -294 -42%
CAWM
3008
Capital Advisors Wealth Management
Washington
$233K -$4.67K -8 -2%
PP
3009
PFS Partners
New Jersey
$233K
JFA
3010
JNBA Financial Advisors
Minnesota
$233K -$67.6K -116 -22%
BEAM
3011
Baker Ellis Asset Management
Washington
$233K
AIFAIM
3012
American Institute for Advanced Investment Management
Arizona
$233K
PHIC
3013
Pine Haven Investment Counsel
Massachusetts
$233K
FGA
3014
Fortis Group Advisors
New Jersey
$233K +$117K +200 +100%
EARNEST Partners
3015
EARNEST Partners
Georgia
$232K
SWP
3016
Summit Wealth Partners
Florida
$232K
GB
3017
Goepper Burkhardt
South Carolina
$231K +$231K +312 New
CPCM
3018
Cardinal Point Capital Management
Ontario, Canada
$231K -$75.8K -130 -25%
FDDB
3019
Fidelity D&D Bancorp
Pennsylvania
$230K +$230K +395 New
KA
3020
Kooman & Associates
Pennsylvania
$230K -$10.5K -18 -4%
EA
3021
Ellsworth Advisors
Ohio
$229K -$1.17K -2 -0.5%
WJA
3022
Willis Johnson & Associates
Texas
$229K +$229K +393 New
VFPW
3023
Vantage Financial Partners (Wisconsin)
Wisconsin
$229K -$49.5K -85 -18%
DI
3024
Disciplined Investments
Oklahoma
$229K
BFS
3025
Burkett Financial Services
South Carolina
$227K +$227K +390 New