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Eli Lilly

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
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
1076
Heirloom Wealth Management
Colorado
$4.35M +$4.35M +7,457 New
EWA
1077
Exencial Wealth Advisors
Oklahoma
$4.35M +$167K +286 +4%
EWM
1078
EPG Wealth Management
Georgia
$4.33M -$105K -141 -2%
CGL
1079
Clarius Group LLC
Washington
$4.32M -$307K -527 -7%
GL
1080
Graypoint LLC
New York
$4.32M +$534K +916 +14%
MG
1081
Mather Group
Illinois
$4.32M -$163K -280 -4%
JSP
1082
Jackson Square Partners
California
$4.31M +$4.31M +7,389 New
PGIM
1083
Pacific Global Investment Management
California
$4.28M -$196K -336 -4%
MCM
1084
Mengis Capital Management
Oregon
$4.27M -$11.7K -20 -0.3%
LPT
1085
Legacy Private Trust
Wisconsin
$4.26M -$6.41K -11 -0.2%
NWM
1086
Northcape Wealth Management
New York
$4.25M -$361K -619 -8%
BCA
1087
Bay Colony Advisors
Massachusetts
$4.25M +$1.09M +1,872 +35%
MMPW
1088
Mitchell McLeod Pugh & Williams
Alabama
$4.24M +$35K +60 +0.8%
WCM
1089
Wisconsin Capital Management
Wisconsin
$4.24M +$1.44M +2,477 +52%
WA
1090
Wealth Alliance
New York
$4.21M +$166K +285 +4%
MWM
1091
Mission Wealth Management
California
$4.2M +$15.2K +26 +0.4%
FFA
1092
Fragasso Financial Advisors
Pennsylvania
$4.18M -$478K -820 -10%
MWA
1093
Meridian Wealth Advisors
Texas
$4.18M +$1.17K +2 +0%
DGAM
1094
Desjardins Global Asset Management
Quebec, Canada
$4.17M -$1.03M -1,765 -20%
FG
1095
Fiduciary Group
Georgia
$4.16M -$87.4K -150 -2%
TBA
1096
Tower Bridge Advisors
Pennsylvania
$4.14M +$36.1K +62 +0.9%
CFMC
1097
Curbstone Financial Management Corp
New Hampshire
$4.14M -$87.4K -150 -2%
RIA
1098
Richwood Investment Advisors
Ohio
$4.13M -$169K -290 -4%
BCM
1099
Brooktree Capital Management
Michigan
$4.13M -$51.9K -89 -1%
PT
1100
Plimoth Trust
Massachusetts
$4.11M -$122K -210 -3%