LLY icon

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 %
GIM
1276
Gold Investment Management
Alberta, Canada
$2.93M +$2.93M +5,020 New
BW
1277
Bison Wealth
Georgia
$2.92M +$294K +504 +11%
SL
1278
Sentry LLC
Tennessee
$2.92M +$1.17K +2 +0%
P
1279
&Partners
Tennessee
$2.92M +$2.31M +3,944 +380%
JIC
1280
Joel Isaacson & Co
New York
$2.92M +$16.9K +29 +0.6%
SFG
1281
StrategIQ Financial Group
Indiana
$2.91M +$583 +1 +0%
KCM
1282
KRS Capital Management
Michigan
$2.91M +$117K +201 +4%
PP
1283
PDS Planning
Ohio
$2.91M +$5.25K +9 +0.2%
CC
1284
Courier Capital
New York
$2.9M -$223K -382 -7%
TCWA
1285
Turtle Creek Wealth Advisors
Texas
$2.9M +$2.9M +4,969 New
KHLMTHM
1286
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.89M – – –
HBT
1287
Heartland Bank & Trust
Illinois
$2.89M -$81.6K -140 -3%
AWM
1288
Avior Wealth Management
Nebraska
$2.88M +$42K +72 +1%
FCBT
1289
First Citizens Bank & Trust
North Carolina
$2.87M +$317K +543 +12%
GM
1290
GeoWealth Management
Illinois
$2.87M +$2.87M +4,924 New
UAS
1291
United Asset Strategies
New York
$2.86M -$120K -206 -4%
BDS
1292
Banco de Sabadell
Florida
$2.86M -$43.1K -74 -1%
PFBT
1293
Parkside Financial Bank & Trust
Missouri
$2.86M +$1.38M +2,370 +94%
FSA
1294
Fort Sheridan Advisors
Illinois
$2.85M -$132K -227 -4%
GC
1295
Grimes & Company
Massachusetts
$2.84M +$555K +952 +24%
KCM
1296
Kathmere Capital Management
Pennsylvania
$2.84M +$1.17K +2 +0%
HCM
1297
Howland Capital Management
Massachusetts
$2.83M -$273K -468 -9%
BCP
1298
Blackhawk Capital Partners
Wisconsin
$2.83M +$350K +601 +14%
WAM
1299
WNY Asset Management
New York
$2.83M – – –
VT
1300
Vise Technologies
New York
$2.83M +$304K +522 +12%
50 51
52
53 54