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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 %
AO
1426
Advisor OS
Illinois
$2.35M +$803K +1,377 +52%
RCAG
1427
Rehmann Capital Advisory Group
Michigan
$2.35M +$307K +527 +15%
BFIC
1428
Bedell Frazier Investment Counselling
California
$2.35M +$850K +1,459 +57%
RFN
1429
RDA Financial Network
Iowa
$2.35M -$2.91K -5 -0.1%
FHC
1430
First Heartland Consultants
Missouri
$2.34M +$39.1K +67 +2%
PNAA
1431
Pictet North America Advisors
Switzerland
$2.34M +$8.74K +15 +0.4%
EWS
1432
Eagle Wealth Strategies
New Jersey
$2.33M +$2.33M +4,005 New
PFA
1433
Peak Financial Advisors
Colorado
$2.33M +$2.33M +4,004 New
GCA
1434
Guardian Capital Advisors
Ontario, Canada
$2.33M +$7.51K +12 +0.3%
SAM
1435
Silphium Asset Management
United Kingdom
$2.33M +$2.33M +4,000 New
JGUA
1436
John G. Ullman & Associates
New York
$2.33M – – –
LNB
1437
Ledyard National Bank
$2.33M +$12.8K +22 +0.6%
HNW
1438
High Note Wealth
Minnesota
$2.32M -$19.8K -34 -0.8%
CIG
1439
Cairn Investment Group
Washington
$2.32M -$15.2K -26 -0.6%
CI
1440
Cavalier Investments
Georgia
$2.32M +$56K +96 +2%
JFGIW
1441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.32M +$131K +225 +6%
BIC
1442
Beach Investment Counsel
Pennsylvania
$2.31M – – –
MIP
1443
Marietta Investment Partners
Wisconsin
$2.31M +$33.2K +57 +1%
BWM
1444
BCS Wealth Management
Tennessee
$2.31M – – –
CAI
1445
Capital Advisors Inc
Oklahoma
$2.3M +$331K +567 +17%
FMTC
1446
Farmers & Merchants Trust Company
California
$2.3M +$248K +425 +12%
BWM
1447
BCGM Wealth Management
Indiana
$2.29M -$119K -204 -5%
CAC
1448
Certified Advisory Corp
Florida
$2.29M -$19.4M -33,264 -89%
SA
1449
Shilanski & Associates
Alaska
$2.29M -$4.66K -8 -0.2%
WMA
1450
Wealth Management Associates
New Jersey
$2.28M +$48.4K +83 +2%
56 57
58
59 60