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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 %
JSC
601
Jackson Square Capital
California
$14M -$58.9K -101 -0.4%
PWM
602
Partnership Wealth Management
Maryland
$14M +$14M +21,700 New
S
603
SignatureFD
Georgia
$14M +$349K +598 +3%
BSW
604
Buckingham Strategic Wealth
Missouri
$14M -$576K -988 -4%
AAM
605
Ardevora Asset Management
United Kingdom
$14M -$6.54M -11,228 -32%
BCM
606
Brookstone Capital Management
Illinois
$13.9M +$682K +1,170 +5%
AF
607
Alerus Financial
North Dakota
$13.9M +$3.64M +6,246 +36%
RMDI
608
R.M. Davis Inc
Maine
$13.9M +$6.73M +11,539 +94%
Tudor Investment Corp
609
Tudor Investment Corp
Connecticut
$13.8M +$7.57M +12,993 +121%
AWM
610
Axxcess Wealth Management
California
$13.8M +$1.61M +2,761 +13%
CCM
611
Copeland Capital Management
Pennsylvania
$13.7M +$5.43M +9,318 +65%
CCM
612
Coldstream Capital Management
Washington
$13.7M +$54.8K +94 +0.4%
KFP
613
KMG Fiduciary Partners
Ohio
$13.7M -$111K -190 -0.8%
JC
614
Jacobs & Co
California
$13.6M -$736K -1,263 -5%
SCA
615
Snowden Capital Advisors
New York
$13.6M +$2.79M +4,792 +26%
ACA
616
Aptus Capital Advisors
Alabama
$13.6M -$13.4K -23 -0.1%
RP
617
Rowlandmiller & Partners
Georgia
$13.6M -$430K -737 -3%
TCA
618
Trifecta Capital Advisors
Illinois
$13.6M -$1.44M -2,463 -10%
BB
619
Busey Bank
Illinois
$13.6M +$118K +202 +0.9%
SCM
620
Shelton Capital Management
Colorado
$13.6M +$944K +1,620 +7%
PA
621
Parallel Advisors
California
$13.5M +$61.8K +106 +0.5%
WBC
622
Westpac Banking Corp
Australia
$13.5M -$10.2M -17,565 -43%
RWM
623
Ritholtz Wealth Management
New York
$13.5M -$912K -1,564 -6%
DCM
624
Donaldson Capital Management
Indiana
$13.4M -$10.1M -17,292 -43%
ATC
625
Argent Trust Co
Tennessee
$13.4M +$489K +839 +4%
23 24
25
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