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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 %
NCGI
1051
Next Century Growth Investors
Minnesota
$4.58M -$10.5K -18 -0.2%
BRA
1052
Biechele Royce Advisors
Indiana
$4.56M – – –
SCI
1053
S&CO Inc
Massachusetts
$4.56M -$391K -670 -8%
KA
1054
KLCM Advisors
Wisconsin
$4.56M +$663K +1,137 +17%
AAMU
1055
AEGON Asset Management (UK)
United Kingdom
$4.55M +$4.55M +7,795 New
AC
1056
Aldebaran Capital
Indiana
$4.54M – – –
SIA
1057
Schear Investment Advisers
Ohio
$4.54M +$7.58K +13 +0.2%
DCM
1058
Decatur Capital Management
Georgia
$4.53M +$1.3M +2,233 +40%
WTC
1059
WhitTier Trust Company
Nevada
$4.51M +$19.2K +33 +0.4%
LSPW
1060
Lake Street Private Wealth
Illinois
$4.51M -$2.91K -5 -0.1%
CWM
1061
Compass Wealth Management
Connecticut
$4.5M -$201K -345 -4%
FMB
1062
Field & Main Bank
Kentucky
$4.5M +$389K +668 +9%
CWP
1063
Capital Wealth Planning
Florida
$4.5M +$4.5M +7,716 New
AF
1064
Arrow Financial
New York
$4.5M +$1.15M +1,966 +34%
CWS
1065
Confluence Wealth Services
Pennsylvania
$4.49M -$2.33K -4 -0.1%
GWM
1066
Guardian Wealth Management
Illinois
$4.48M +$1.17M +2,011 +35%
ECM
1067
Estabrook Capital Management
New York
$4.47M -$274K -470 -6%
BFA
1068
Bragg Financial Advisors
North Carolina
$4.46M +$3.28M +5,631 +278%
SIAG
1069
Signet Investment Advisory Group
Rhode Island
$4.46M -$47.2K -81 -1%
FFA
1070
Farther Finance Advisors
California
$4.46M +$1.37M +2,350 +44%
LA
1071
Lynch & Associates
Indiana
$4.42M -$61.8K -106 -1%
HI
1072
Harbour Investments
Wisconsin
$4.41M +$756K +1,297 +21%
MCWS
1073
McKinley Carter Wealth Services
West Virginia
$4.41M -$126K -217 -3%
BCA
1074
Bray Capital Advisors
Florida
$4.4M – – –
KWM
1075
Keebeck Wealth Management
Illinois
$4.36M +$185K +318 +4%
41 42
43
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