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Eli Lilly
LLY

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.45B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.1B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$604M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$534M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$384M

Top Sellers

1
BlackRock
BlackRock
New York
-$762M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$626M
3
Northern Trust
Northern Trust
Illinois
-$598M
4
Primecap Management
Primecap Management
California
-$503M
5
Jennison Associates
Jennison Associates
New York
-$472M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRS
376
Kentucky Retirement Systems
Kentucky
$37.2M -$71.7K -123 -0.2%
ADEF
377
Adams Diversified Equity Fund
Maryland
$37.1M – – –
EI
378
Ethic Inc
New York
$36.4M +$1.13M +1,940 +3%
MWM
379
Modera Wealth Management
New Jersey
$36.2M -$2.23M -3,822 -6%
FAB
380
First American Bank
Illinois
$36M -$1.09M -1,866 -3%
LOIM
381
Liberty One Investment Management
Illinois
$35.5M -$1.03M -1,760 -3%
RWP
382
RWA Wealth Partners
Massachusetts
$34.4M +$21.2M +36,293 +159%
SPIA
383
Steward Partners Investment Advisory
New York
$34.3M +$1.98M +3,401 +6%
IWM
384
IHT Wealth Management
Illinois
$34.2M -$382K -656 -1%
First Manhattan
385
First Manhattan
New York
$34.2M +$57.7K +99 +0.2%
PA
386
Pinnacle Associates
New York
$34M -$2.59M -4,438 -7%
VMPIC
387
Varma Mutual Pension Insurance Co
Finland
$33.9M -$26.8M -46,000 -44%
BPCE
388
Bank Pictet & Cie (Europe)
Germany
$33.8M +$2.37M +4,070 +8%
CCG
389
Cypress Capital Group
Florida
$33.8M -$1.23M -2,112 -4%
BF
390
BOK Financial
Oklahoma
$33.5M -$1.44M -2,475 -4%
T
391
TOBAM
France
$33.2M -$953K -1,635 -3%
TCA
392
Teewinot Capital Advisers
New York
$33.1M -$34.7M -59,472 -51%
BG
393
Bellevue Group
Switzerland
$32.8M -$14.8M -25,329 -31%
JPMIA
394
J.P. Marvel Investment Advisors
Massachusetts
$32.7M -$166K -284 -0.5%
FBB
395
Fulton Breakefield Broenniman
Maryland
$32.6M -$381K -653 -1%
EDRH
396
Edmond de Rothschild Holding
Switzerland
$31.8M -$16.5M -28,290 -34%
Artisan Partners
397
Artisan Partners
Wisconsin
$31.7M +$5.12M +8,782 +19%
CA
398
Cetera Advisors
Colorado
$31.6M +$3.67M +6,289 +13%
Dodge & Cox
399
Dodge & Cox
California
$31.5M -$560K -961 -2%
HVIA
400
Hudson Valley Investment Advisors
New York
$31.5M -$935K -1,493 -3%
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