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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 %
HIP
1326
HUB Investment Partners
Texas
$2.74M +$788K +1,351 +40%
MBTD
1327
Mechanics Bank - Trust Department
California
$2.74M -$80.4K -138 -3%
EP
1328
Edgestream Partners
New Jersey
$2.74M +$1.42M +2,434 +107%
HAM
1329
Harmony Asset Management
Arizona
$2.74M +$2.74M +4,694 New
QC
1330
Quent Capital
New York
$2.74M +$201K +345 +8%
DP
1331
Dearborn Partners
Illinois
$2.73M +$76.4K +131 +3%
SCA
1332
Sippican Capital Advisors
Massachusetts
$2.73M +$490K +841 +22%
HH
1333
HWG Holdings
Texas
$2.72M +$101K +174 +4%
OHIS
1334
Oak Harvest Investment Services
Texas
$2.71M -$601K -1,031 -18%
CIAS
1335
Capital Investment Advisory Services
North Carolina
$2.71M -$38.5K -66 -1%
KFS
1336
Kurt F. Somerville
$2.71M -$114K -196 -4%
ISB
1337
Iowa State Bank
Iowa
$2.71M +$2.05M +3,513 +311%
IAS
1338
Insigneo Advisory Services
Florida
$2.7M +$881K +1,512 +48%
BI
1339
Ballast Inc
Kentucky
$2.7M +$292K +501 +12%
SIM
1340
Sentry Investment Management
Wisconsin
$2.69M -$6.41K -11 -0.2%
CCWM
1341
Cassaday & Co Wealth Management
Virginia
$2.69M – – –
RCA
1342
Resonant Capital Advisors
Wisconsin
$2.69M -$149K -256 -5%
KMWM
1343
Keudell/Morrison Wealth Management
Oregon
$2.69M +$506K +868 +23%
GIS
1344
Graphene Investments SAS
France
$2.68M -$350K -600 -12%
TNB
1345
Thomasville National Bank
Georgia
$2.67M +$104K +179 +4%
PWAM
1346
Pinnacle West Asset Management
Wyoming
$2.66M +$14.6K +25 +0.6%
EWM
1347
Empirical Wealth Management
Washington
$2.66M -$353K -606 -12%
CWP
1348
CFM Wealth Partners
Texas
$2.66M +$345K +591 +15%
NWM
1349
Napa Wealth Management
California
$2.65M +$2.65M +4,545 New
VA
1350
Valmark Advisers
Ohio
$2.65M +$40.2K +69 +2%
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