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 %
WDC
1401
Woodward Diversified Capital
California
$2.42M -$2.33K -4 -0.1%
IFS
1402
Ifrah Financial Services
Arkansas
$2.42M -$614K -1,053 -20%
SFO
1403
Stokes Family Office
Louisiana
$2.42M -$421K -722 -15%
SAM
1404
Simplify Asset Management
Nevada
$2.42M -$447K -766 -16%
BIP
1405
Bouvel Investment Partners
Pennsylvania
$2.42M +$110K +189 +5%
RSWM
1406
Robertson Stephens Wealth Management
California
$2.42M +$566K +971 +31%
GIM
1407
Guild Investment Management
California
$2.42M +$393K +675 +19%
BTWM
1408
Baker Tilly Wealth Management
Wisconsin
$2.41M -$22.7K -39 -0.9%
FSA
1409
Financial Security Advisor
Virginia
$2.41M -$70K -120 -3%
MYIA
1410
Mount Yale Investment Advisors
Colorado
$2.41M +$378K +649 +19%
LCM
1411
Legato Capital Management
California
$2.4M – – –
BCM
1412
Becker Capital Management
Oregon
$2.4M -$146K -251 -6%
RFG
1413
Range Financial Group
Oregon
$2.39M +$16.3K +28 +0.7%
EWM
1414
Executive Wealth Management
Michigan
$2.39M +$2.39M +4,102 New
ACS
1415
Archford Capital Strategies
Illinois
$2.39M -$272K -467 -10%
CFS
1416
CRA Financial Services
New Jersey
$2.39M +$16.3K +28 +0.7%
IIM
1417
InTrack Investment Management
Vermont
$2.38M +$325K +558 +16%
AA
1418
Argent Advisors
Louisiana
$2.38M -$5.83K -10 -0.2%
WAM
1419
Wallington Asset Management
Indiana
$2.37M -$412K -707 -15%
FIM
1420
Freedom Investment Management
Connecticut
$2.37M -$103K -176 -4%
KCIC
1421
Kuhn & Co Investment Counsel
Illinois
$2.37M +$2.37M +4,061 New
PCIG
1422
Partners Capital Investment Group
Massachusetts
$2.36M +$1.44M +2,464 +155%
BAM
1423
Berkshire Asset Management
Pennsylvania
$2.36M -$4.08K -7 -0.2%
RIA
1424
Realta Investment Advisors
Delaware
$2.36M -$261K -448 -10%
BHCM
1425
Brevan Howard Capital Management
Jersey
$2.36M +$2.36M +4,042 New
55 56
57
58 59