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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 %
WA
2151
Wambolt & Associates
Colorado
$791K -$89.8K -154 -10%
SAM
2152
Summit Asset Management
Tennessee
$791K -$24.5K -42 -3%
MW
2153
MBL Wealth
North Carolina
$789K +$3.5K +6 +0.4%
RA
2154
Riverstone Advisors
Texas
$787K – – –
CAL
2155
Capital Advisors Ltd
Ohio
$785K – – –
PVAMC
2156
PPS&V Asset Management Consultants
Michigan
$784K -$35K -60 -4%
DA
2157
Drake & Associates
Wisconsin
$784K -$254K -436 -24%
MPW
2158
Monterey Private Wealth
California
$783K +$12.8K +22 +2%
SHA
2159
Seneca House Advisors
Virginia
$783K -$47.2K -81 -6%
CA
2160
Claro Advisors
Massachusetts
$782K -$21K -36 -3%
GAA
2161
Green Alpha Advisors
Colorado
$782K – – –
FWA
2162
FSM Wealth Advisors
Ohio
$781K +$9.32K +16 +1%
RIM
2163
Reliant Investment Management
Tennessee
$780K -$25.6K -44 -3%
SL
2164
Stevard LLC
Illinois
$779K +$207K +355 +36%
PA
2165
Pineridge Advisors
Missouri
$779K +$779K +1,337 New
DIM
2166
Delta Investment Management
California
$778K – – –
AFO
2167
Arrowroot Family Office
California
$776K +$583 +1 +0.1%
CWA
2168
Clearview Wealth Advisors
Oregon
$776K +$776K +1,332 New
PI
2169
Pettee Investors
Connecticut
$775K – – –
CPIA
2170
Cornell Pochily Investment Advisors
New York
$773K -$583 -1 -0.1%
BWA
2171
Beam Wealth Advisors
Louisiana
$771K -$583 -1 -0.1%
WCM
2172
Weaver Capital Management
Georgia
$768K +$768K +1,318 New
RFG
2173
RFP Financial Group
Georgia
$767K +$24.5K +42 +3%
DJSG
2174
D.J. St. Germain
Massachusetts
$765K +$38.5K +66 +5%
VBCG
2175
Valley Brook Capital Group
Pennsylvania
$764K +$23.3K +40 +3%
85 86
87
88 89