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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 %
LB
1251
Legacy Bridge
Iowa
$3.1M – – –
FBFS
1252
First Business Financial Services
Wisconsin
$3.09M -$679K -1,165 -18%
WG
1253
Welch Group
Alabama
$3.09M -$127K -218 -4%
W
1254
Wealthquest
Ohio
$3.07M -$10.5K -18 -0.3%
PB
1255
Pinnacle Bancorp
Nebraska
$3.06M -$14.6K -25 -0.5%
RP
1256
Regal Partners
Australia
$3.05M +$22.2K +38 +0.7%
SWA
1257
Stratos Wealth Advisors
Ohio
$3.05M +$192K +329 +7%
HTIM
1258
Harbour Trust & Investment Management
Indiana
$3.04M +$3.04M +5,221 New
FNFDCM
1259
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.04M -$29.2K -50 -0.9%
BHB
1260
Bank Hapoalim BM
Israel
$3.04M -$796K -1,366 -21%
MSAM
1261
Moloney Securities Asset Management
Missouri
$3.03M -$23.3K -40 -0.8%
IBOK
1262
Independence Bank of Kentucky
Kentucky
$3.02M +$619K +1,062 +26%
PFM
1263
Patton Fund Management
Texas
$3.02M -$15.7K -27 -0.5%
BAM
1264
Belpointe Asset Management
Nevada
$3.02M +$103K +177 +4%
TNAM
1265
Terra Nova Asset Management
New York
$3M +$146K +251 +5%
MMA
1266
Miracle Mile Advisors
California
$3M +$285K +489 +11%
9WM
1267
9258 Wealth Management
Ohio
$2.99M -$3.5K -6 -0.1%
PCA
1268
Peddock Capital Advisors
Massachusetts
$2.98M – – –
CD
1269
Chapin Davis
Maryland
$2.97M +$313K +537 +12%
CSIC
1270
Clifford Swan Investment Counsel
California
$2.96M -$145K -248 -5%
SC
1271
Schulhoff & Co
Ohio
$2.96M -$17.5K -30 -0.6%
ST
1272
Sabal Trust
Florida
$2.96M -$275K -471 -8%
BFM
1273
Boston Financial Management
Massachusetts
$2.95M -$147K -252 -5%
BMCM
1274
Bryn Mawr Capital Management
Pennsylvania
$2.95M +$1.01M +1,732 +52%
SEM
1275
Suncoast Equity Management
Florida
$2.95M +$83.4K +143 +3%
49 50
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