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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 %
HNWAG
1301
High Net Worth Advisory Group
Florida
$2.83M -$5.25K -9 -0.2%
LA
1302
Legacy Advisors
Pennsylvania
$2.83M +$1.64M +2,807 +137%
BSG
1303
Black Swift Group
Colorado
$2.83M -$1.84M -3,150 -39%
BIG
1304
Brooklyn Investment Group
New York
$2.83M +$2.83M +4,848 New
VIP
1305
Vista Investment Partners
Oklahoma
$2.82M +$2.82M +4,844 New
HTC
1306
Haverford Trust Company
Pennsylvania
$2.82M -$842K -1,445 -23%
RIA
1307
Regal Investment Advisors
Michigan
$2.8M +$819K +1,405 +41%
MIFH
1308
Migdal Insurance & Financial Holdings
Israel
$2.8M +$911K +1,567 +48%
SFP
1309
Sweet Financial Partners
Minnesota
$2.8M +$51.9K +89 +2%
CS
1310
Capital Square
Tennessee
$2.8M +$238K +408 +9%
SAM
1311
Stansberry Asset Management
Texas
$2.8M +$2.8M +4,795 New
GWANC
1312
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.79M -$47.2K -81 -2%
HI
1313
Humankind Investments
New York
$2.79M -$268K -459 -9%
CB
1314
Community Bank
New York
$2.79M -$141K -242 -5%
PA
1315
Probity Advisors
Texas
$2.78M -$192K -330 -6%
WIC
1316
Woodmont Investment Counsel
Tennessee
$2.78M +$138K +237 +5%
LIG
1317
Lokken Investment Group
Delaware
$2.77M – – –
DC
1318
Dantai Capital
Hong Kong
$2.77M +$956K +1,640 +53%
HKAM
1319
Horizon Kinetics Asset Management
New York
$2.77M -$246K -422 -8%
AMM
1320
American Money Management
California
$2.77M +$62.4K +107 +2%
KA
1321
Kovack Advisors
Florida
$2.77M +$508K +872 +22%
FFC
1322
First Financial Corp
Indiana
$2.76M -$25.1K -43 -0.9%
SF
1323
Symphony Financial
Texas
$2.76M +$837K +1,323 +44%
PWP
1324
Private Wealth Partners
California
$2.76M +$667K +1,145 +32%
IIM
1325
Ipswich Investment Management
Massachusetts
$2.76M -$87.4K -150 -3%
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