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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 %
AIC
1501
Archer Investment Corporation
Indiana
$2.09M -$174K -298 -8%
VDI
1502
Vaughan David Investments
Illinois
$2.09M -$25.1K -43 -1%
BGIM
1503
Boussard & Gavaudan Investment Management
United Kingdom
$2.09M +$2.09M +3,578 New
JWBC
1504
J.W. Burns & Co
New York
$2.08M – – –
CC
1505
Corton Capital
Ontario, Canada
$2.08M +$677K +1,162 +48%
AWA
1506
Aaron Wealth Advisors
Illinois
$2.07M -$1.43M -2,457 -41%
Koshinski Asset Management
1507
Koshinski Asset Management
Illinois
$2.07M -$435K -747 -17%
RIM
1508
Redwood Investment Management
Arizona
$2.06M -$1.65M -2,824 -44%
FNBTCON
1509
First National Bank & Trust Co of Newtown
Pennsylvania
$2.06M -$117K -200 -5%
AC
1510
Avestar Capital
New York
$2.06M +$366K +628 +22%
RWB
1511
RMR Wealth Builders
New Jersey
$2.05M +$212K +364 +12%
RSA
1512
River Street Advisors
Illinois
$2.05M +$30.9K +53 +2%
BCM
1513
Barden Capital Management
Texas
$2.05M +$297K +548 +17%
LSIA
1514
LaSalle St. Investment Advisors
Illinois
$2.05M -$5.02M -862 -71%
DDC
1515
DF Dent & Co
Maryland
$2.04M +$35.6K +61 +2%
SWA
1516
SFMG Wealth Advisors
Texas
$2.03M +$261K +447 +15%
BB
1517
Berkshire Bank
Massachusetts
$2.03M +$17.5K +30 +0.9%
3IP
1518
3Chopt Investment Partners
Virginia
$2.03M +$2.03M +3,477 New
UBV
1519
United Bank (Virginia)
Virginia
$2.01M – – –
SAM
1520
Smartleaf Asset Management
Massachusetts
$2.01M +$2.01M +3,506 New
CMS
1521
Capital Market Strategies
Florida
$2.01M +$160K +275 +9%
BWA
1522
Blodgett Wealth Advisors
California
$2.01M -$17.5K -30 -0.9%
CSB
1523
City State Bank
Iowa
$2.01M -$84.5K -145 -4%
TFIPS
1524
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.01M +$2.01M +3,447 New
CPC
1525
Congress Park Capital
New York
$2M -$133K -229 -6%
59 60
61
62 63