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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 %
CWA
1351
Consilium Wealth Advisory
Texas
$2.65M +$143K +246 +6%
MFG
1352
Merit Financial Group
Georgia
$2.64M -$2.93M -5,024 -53%
JSL
1353
JT Stratford LLC
Georgia
$2.63M -$403K -691 -13%
HA
1354
HC Advisors
Georgia
$2.63M – – –
EFA
1355
Evernest Financial Advisors
Indiana
$2.61M +$2.61M +4,469 New
1IA
1356
1834 Investment Advisors
Wisconsin
$2.59M -$150K -258 -5%
TSWM
1357
Triangle Securities Wealth Management
North Carolina
$2.59M -$136K -233 -5%
SMA
1358
Sage Mountain Advisors
Georgia
$2.59M +$157K +270 +6%
BRM
1359
Boston Research & Management
Massachusetts
$2.58M – – –
LWAM
1360
Legacy Wealth Asset Management
Minnesota
$2.58M -$250K -429 -9%
KLCM
1361
KG&L Capital Management
Louisiana
$2.57M +$512K +878 +25%
SWP
1362
Significant Wealth Partners
Illinois
$2.56M +$2.56M +4,397 New
HI
1363
Handelsinvest Investeringsforvaltning
Denmark
$2.56M -$1.3M -2,232 -34%
CFG
1364
Carr Financial Group
Massachusetts
$2.56M – – –
WGCA
1365
Wolf Group Capital Advisors
Virginia
$2.55M +$128K +273 +5%
PFA
1366
Pure Financial Advisors
California
$2.55M -$75.8K -130 -3%
CFP
1367
Catalyst Financial Partners
Massachusetts
$2.55M +$49.5K +85 +2%
WFI
1368
West Family Investments
California
$2.53M -$114K -196 -4%
MMHP
1369
Murphy Middleton Hinkle & Parker
Georgia
$2.53M +$83.4K +143 +3%
QT
1370
Quantbot Technologies
New York
$2.53M -$2.65M -4,540 -51%
MFGM
1371
Marshall Financial Group (Maryland)
Maryland
$2.53M -$608K -1,043 -19%
WP
1372
WealthSource Partners
California
$2.53M -$310K -532 -11%
LCM
1373
Lattice Capital Management
Washington
$2.52M – – –
ORG
1374
Optimist Retirement Group
Washington
$2.51M +$2.51M +4,308 New
TNA
1375
True North Advisors
Texas
$2.5M -$66.5K -114 -3%
53 54
55
56 57