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 %
EWM
1376
Evermay Wealth Management
Virginia
$2.5M +$385K +661 +18%
AT
1377
Arden Trust
Delaware
$2.5M -$215K -369 -8%
EWA
1378
Etesian Wealth Advisors
Oregon
$2.5M -$135K -232 -5%
PTC
1379
Philadelphia Trust Company
Pennsylvania
$2.49M +$19.8K +34 +0.8%
DTL
1380
Dynamic Technology Lab
Singapore
$2.48M +$1.49M +2,548 +149%
CT
1381
Clearstead Trust
Maine
$2.48M +$434K +744 +21%
ERIC
1382
Eagle Rock Investment Company
Georgia
$2.47M -$437K -750 -15%
VRM
1383
Vectors Research Management
New York
$2.47M +$2.39M +135,535 +3,070%
WP
1384
WealthShield Partners
North Carolina
$2.47M +$1.26M +2,168 +105%
SAM
1385
Sycomore Asset Management
France
$2.46M +$2.01M +3,462 +447%
TW
1386
Towerpoint Wealth
California
$2.46M -$6.41K -11 -0.3%
FDS
1387
First Dallas Securities
Texas
$2.46M +$2.46M +4,223 New
RLWM
1388
RF&L Wealth Management
Massachusetts
$2.46M -$58.3K -100 -2%
CAG
1389
Csenge Advisory Group
Florida
$2.46M +$42.6K +73 +2%
HP
1390
HT Partners
Connecticut
$2.45M +$15.7K +27 +0.6%
CC
1391
Cipher Capital
New York
$2.45M +$1.2M +2,051 +95%
UAM
1392
UAS Asset Management
New York
$2.45M +$2.45M +4,200 New
GHAM
1393
Gilman Hill Asset Management
Connecticut
$2.45M – – –
NEAM
1394
New England Asset Management
Connecticut
$2.44M -$301K -517 -11%
MWA
1395
Midland Wealth Advisors
Illinois
$2.44M +$2.44M +4,185 New
NC
1396
NewSquare Capital
Pennsylvania
$2.44M +$113K +194 +5%
CWM
1397
Chesapeake Wealth Management
Virginia
$2.44M -$138K -236 -5%
TW
1398
Traveka Wealth
California
$2.44M +$2.44M +4,180 New
CFCI
1399
Comprehensive Financial Consultants Institutional
Indiana
$2.43M -$19.2K -33 -0.8%
HH
1400
Hilltop Holdings
Texas
$2.43M -$92.1K -158 -4%
54 55
56
57 58