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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 %
AAS
826
Ameritas Advisory Services
Nebraska
$7.65M -$518K -769 -6%
GLR
827
Great Lakes Retirement
Ohio
$7.65M +$582K +999 +8%
OCM
828
Osterweis Capital Management
California
$7.64M -$342K -586 -4%
Walleye Capital
829
Walleye Capital
New York
$7.63M +$7.63M +13,092 New
MCC
830
Money Concepts Capital
Florida
$7.58M -$303K -519 -4%
PA
831
Profund Advisors
Maryland
$7.58M -$213K -366 -3%
B
832
Bailard
California
$7.57M +$336K +576 +5%
FLII
833
First Long Island Investors
New York
$7.56M -$57.7K -99 -0.8%
DT
834
Diversified Trust
Tennessee
$7.48M -$69.4K -119 -0.9%
PCM
835
Perkins Capital Management
Minnesota
$7.44M -$154K -265 -2%
SGAM
836
Smith Group Asset Management
Texas
$7.43M +$7.43M +12,749 New
PHK
837
Point72 Hong Kong
Hong Kong
$7.4M +$7.4M +12,700 New
NIM
838
NEOS Investment Management
Connecticut
$7.39M +$2.93M +5,025 +66%
FHA
839
First Horizon Advisors
Tennessee
$7.38M -$242K -416 -3%
GW
840
GW & Wade
Massachusetts
$7.37M -$460K -790 -6%
IAIM
841
International Assets Investment Management
Florida
$7.34M +$368K +632 +5%
MCM
842
Mitchell Capital Management
Kansas
$7.33M +$80.4K +138 +1%
LI
843
LMCG Investments
Massachusetts
$7.3M -$195K -335 -3%
PFS
844
Prospera Financial Services
Texas
$7.29M +$412K +706 +6%
BAAM
845
Baker Avenue Asset Management
California
$7.29M +$472K +810 +7%
BBNA
846
Bremer Bank National Association
Minnesota
$7.29M -$2.77M -4,755 -28%
CB
847
Cadence Bank
Mississippi
$7.27M -$102K -175 -1%
MA
848
Mutual Advisors
Nebraska
$7.23M +$1.22M +2,098 +20%
SFG
849
SevenBridge Financial Group
Pennsylvania
$7.22M – – –
UCMOK
850
United Capital Management of KS
Kansas
$7.21M -$215K -368 -3%
32 33
34
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