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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 %
MWM
1026
Moran Wealth Management
Florida
$4.93M -$109K -187 -2%
BOH
1027
Bank of Hawaii
Hawaii
$4.9M +$898K +1,540 +22%
ISL
1028
Ingalls & Snyder LLC
New York
$4.88M -$732K -1,255 -13%
CIC
1029
Crawford Investment Counsel
Georgia
$4.86M -$1.17K -2 -0%
EBT
1030
Enterprise Bank & Trust
Massachusetts
$4.85M -$435K -747 -8%
HCM
1031
Hodges Capital Management
Texas
$4.84M +$416K +713 +9%
BFEC
1032
Benjamin F. Edwards & Company
Missouri
$4.83M +$1.6M +2,746 +49%
CUAMC
1033
China Universal Asset Management Company
China
$4.82M – – –
QI
1034
Qtron Investments
Massachusetts
$4.81M -$146K -251 -3%
WOC
1035
West Oak Capital
California
$4.79M -$183K -285 -4%
WFAG
1036
Wescott Financial Advisory Group
Pennsylvania
$4.78M +$122K +209 +3%
WC
1037
Woodstock Corp
Massachusetts
$4.77M -$174K -298 -4%
PAA
1038
Peregrine Asset Advisers
Oregon
$4.73M -$1.63M -2,797 -26%
TWA
1039
TCI Wealth Advisors
Arizona
$4.72M +$371K +637 +9%
GBWM
1040
Granite Bay Wealth Management
New Hampshire
$4.7M +$22.2K +38 +0.5%
ACM
1041
Alcosta Capital Management
California
$4.7M -$27.4K -47 -0.6%
CCG
1042
Chatham Capital Group
Georgia
$4.69M +$43.1K +74 +0.9%
SMC
1043
Smith, Moore & Co
Missouri
$4.69M +$184K +315 +4%
SB
1044
Simmons Bank
Arkansas
$4.67M +$132K +227 +3%
MS
1045
Marshall & Sullivan
Washington
$4.67M – – –
CAM
1046
Centre Asset Management
New York
$4.64M -$592K -1,016 -11%
BFM
1047
Boothbay Fund Management
New York
$4.62M -$2.26M -3,885 -33%
LJAC
1048
L.J. Altfest & Co
New York
$4.61M -$185K -317 -4%
CP
1049
Cumberland Partners
Ontario, Canada
$4.61M -$2.42M -4,220 -34%
CRC
1050
Curi RMB Capital
Illinois
$4.59M +$64.1K +110 +1%
40 41
42
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