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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 %
AGA
1451
Accuvest Global Advisors
Utah
$2.27M -$9.33K -16 -0.4%
FAM
1452
Formidable Asset Management
Ohio
$2.27M -$307K -526 -12%
GA
1453
Geller Advisors
New York
$2.27M -$6.41K -11 -0.3%
JAFL
1454
Jay A. Fishman Ltd
Michigan
$2.27M +$29.1K +50 +1%
BLAM
1455
Bourne Lent Asset Management
New York
$2.27M -$11.7K -20 -0.5%
AGC
1456
Aspen Grove Capital
Colorado
$2.26M +$40.1K +69 +2%
MIM
1457
Moseley Investment Management
Florida
$2.26M +$303K +519 +15%
PCTC
1458
Perkins Coie Trust Company
Washington
$2.26M +$1.98M +3,390 +700%
EFG
1459
Everhart Financial Group
Ohio
$2.25M +$152K +260 +7%
OL
1460
Owen LaRue
Kentucky
$2.25M -$1.24M -2,125 -35%
LA
1461
LVW Advisors
New York
$2.25M +$529K +907 +31%
PCM
1462
Pennsylvania Capital Management
Pennsylvania
$2.24M +$116K +199 +5%
TSW
1463
Thompson Siegel & Walmsley
Virginia
$2.24M +$664K +1,139 +42%
PWPS
1464
Pinnacle Wealth Planning Services
Ohio
$2.24M -$9.33K -16 -0.4%
V
1465
VeraBank
Texas
$2.23M +$45.5K +78 +2%
PA
1466
Procyon Advisors
Connecticut
$2.23M +$300K +514 +16%
B
1467
Bellecapital
Switzerland
$2.22M +$39.6K +68 +2%
UBG
1468
United Bank (Georgia)
Georgia
$2.22M -$27.4K -47 -1%
AWA
1469
Arkadios Wealth Advisors
Georgia
$2.22M -$67.6K -116 -3%
AAS
1470
Annex Advisory Services
Wisconsin
$2.21M +$902K +1,547 +69%
TT
1471
TI-Trust
Illinois
$2.21M – – –
BMA
1472
Brooks Moore & Associates
Tennessee
$2.21M -$21K -36 -0.9%
HIS
1473
Harvest Investment Services
Illinois
$2.21M -$18.7K -32 -0.8%
Fuller & Thaler Asset Management
1474
Fuller & Thaler Asset Management
California
$2.2M +$423K +725 +24%
BSC
1475
Brown Shipley & Co
United Kingdom
$2.2M -$4.14M -7,104 -65%
57 58
59
60 61