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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 %
SAM
1476
Sompo Asset Management
Japan
$2.19M +$1.92M +3,290 +700%
NS
1477
NBC Securities
Alabama
$2.19M -$338K -580 -13%
PWMAG
1478
Pinnacle Wealth Management Advisory Group
New Jersey
$2.18M +$2.92K +5 +0.1%
CYG
1479
Clean Yield Group
Vermont
$2.18M -$50.7K -87 -2%
RL
1480
Retireful LLC
Michigan
$2.16M +$484K +831 +29%
HT
1481
Headlands Technologies
Illinois
$2.16M +$979K +1,679 +83%
SPG
1482
Strategic Planning Group
Utah
$2.16M +$2.16M +3,708 New
WAAG
1483
Wealth Alliance Advisory Group
Kansas
$2.16M +$269K +461 +14%
PCM
1484
Penserra Capital Management
California
$2.16M -$1.37M -2,354 -39%
AFG
1485
Atomi Financial Group
New York
$2.15M +$949K +1,628 +79%
TPI
1486
Trust Point Inc
Wisconsin
$2.15M +$2.15M +3,684 New
VCAM
1487
Van Cleef Asset Management
Ohio
$2.14M +$335K +575 +19%
PPW
1488
Parcion Private Wealth
Washington
$2.14M +$40.2K +69 +2%
SXL
1489
Summit X LLC
Missouri
$2.13M +$320K +549 +18%
TW
1490
TritonPoint Wealth
Maryland
$2.13M +$2.13M +3,661 New
AAM
1491
Aureus Asset Management
Massachusetts
$2.13M – – –
NW
1492
Naviter Wealth
Arkansas
$2.13M +$186K +319 +10%
CFO
1493
Capitol Family Office
Oregon
$2.13M -$112K -192 -5%
CWP
1494
Concord Wealth Partners
Virginia
$2.12M +$359K +615 +20%
WHG
1495
Westwood Holdings Group
Texas
$2.12M – – –
OC
1496
Oakworth Capital
Alabama
$2.12M +$106K +181 +5%
BTW
1497
Boston Trust Walden
Massachusetts
$2.11M +$75.8K +130 +4%
PP
1498
Patron Partners
Texas
$2.1M +$188K +323 +10%
WBC
1499
West Branch Capital
Massachusetts
$2.09M +$287K +492 +16%
OC
1500
Opinicus Capital
Florida
$2.09M +$2.09M +3,585 New
58 59
60
61 62