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Eli Lilly

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
Name Holding Trade Value Shares
Change
Shares
Change %
PHWM
2101
Pine Harbor Wealth Management
Maryland
$859K +$859K +1,474 New
BB
2102
Bell Bank
North Dakota
$856K -$716K -1,228 -46%
FG
2103
Foster Group
Iowa
$854K
NFGCM
2104
Norman Fields Gottscho Capital Management
New York
$851K
EFL
2105
ERn Financial LLC
Wisconsin
$850K +$309K +495 +57%
AA
2106
Auxano Advisors
Washington
$849K -$42K -72 -5%
CTI
2107
Community Trust & Investment
Kentucky
$849K -$40.8K -70 -5%
CPA
2108
Court Place Advisors
Maryland
$849K -$61.8K -106 -7%
NB
2109
Nicolet Bankshares
Wisconsin
$848K -$79.3K -136 -9%
DWM
2110
Dogwood Wealth Management
Kansas
$847K +$847K +1,453 New
MWM
2111
MBE Wealth Management
Wisconsin
$846K +$600K +1,030 +245%
TF
2112
Threadgill Financial
Texas
$844K
DA
2113
Dover Advisors
Virginia
$842K -$226K -388 -21%
LF
2114
Lee Financial
Texas
$842K +$30.9K +53 +4%
SOS
2115
Silver Oak Securities
Tennessee
$840K -$142K -243 -14%
GFPC
2116
Global Financial Private Client
Florida
$840K
IDA
2117
Intelligence Driven Advisers
California
$839K +$241K +373 +40%
HVP
2118
Hudson Value Partners
Florida
$838K -$17.5K -30 -2%
Parnassus Investments
2119
Parnassus Investments
California
$838K +$43.1K +74 +5%
CPSAC
2120
Chas P. Smith & Associates (CPS)
Florida
$838K +$58.3K +100 +7%
GCIM
2121
Gunn & Company Investment Management
Florida
$838K +$465K +798 +125%
MAG
2122
Mayfair Advisory Group
Alabama
$834K +$7.11K +12 +0.9%
PCMC
2123
Paragon Capital Management (Colorado)
Colorado
$831K -$93.3K -160 -10%
EHWM
2124
Eads & Heald Wealth Management
Georgia
$828K -$96.7K -166 -10%
NAMNJ
2125
NorthStar Asset Management (New Jersey)
New Jersey
$825K +$825K +1,415 New