LLY icon

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 %
LCM
476
LVM Capital Management
Michigan
$22.1M +$740K +1,270 +3%
NAM
477
NTV Asset Management
West Virginia
$22.1M -$820K -1,407 -4%
Credit Agricole
478
Credit Agricole
France
$22M +$8.52M +14,623 +63%
HWM
479
HB Wealth Management
Georgia
$21.9M +$1.11M +1,903 +5%
PFP
480
Pinnacle Financial Partners
Tennessee
$21.9M -$421K -723 -2%
WAM
481
Winslow Asset Management
Ohio
$21.9M -$234K -402 -1%
AAS
482
Avantax Advisory Services
Texas
$21.8M +$514K +881 +2%
BC
483
Burney Company
Virginia
$21.6M -$383K -657 -2%
CGH
484
Crossmark Global Holdings
Texas
$21.6M -$934K -1,602 -4%
GI
485
GAMCO Investors
Connecticut
$21.4M +$3.53M +6,054 +20%
DWT
486
Dorsey & Whitney Trust
South Dakota
$21.3M -$957K -1,641 -4%
SBIA
487
Sheaff Brock Investment Advisors
Indiana
$21.2M -$328K -562 -2%
WFMPM
488
Woodley Farra Manion Portfolio Management
Indiana
$21.2M +$167K +286 +0.8%
CWM
489
Congress Wealth Management
Massachusetts
$21.2M +$2.2M +3,776 +12%
CIP
490
Chartwell Investment Partners
Pennsylvania
$21.1M +$2.16M +3,709 +11%
VC
491
Vestor Capital
Illinois
$20.9M +$544K +933 +3%
HW
492
Hancock Whitney
Mississippi
$20.8M +$3.6M +6,174 +21%
EWA
493
EP Wealth Advisors
California
$20.5M +$5.25M +9,004 +34%
Acadian Asset Management
494
Acadian Asset Management
Massachusetts
$20.2M -$8.8M -15,107 -30%
BAMCO Inc
495
BAMCO Inc
New York
$20.2M – – –
CCMINC
496
Cardinal Capital Management Inc (North Carolina)
North Carolina
$20.1M -$720K -1,236 -3%
SWP
497
Stratos Wealth Partners
Ohio
$20M +$1.14M +1,948 +6%
UM
498
UniSuper Management
Australia
$20M -$3.53M -6,051 -15%
CAG
499
Crestwood Advisors Group
Massachusetts
$19.8M +$1.05M +1,800 +6%
SWM
500
Spire Wealth Management
Virginia
$19.5M +$1.38M +2,200 +8%
18 19
20
21 22