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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 %
CFG
2176
Cooper Financial Group
California
$764K +$2.33K +4 +0.3%
SP
2177
Successful Portfolios
Florida
$763K +$55.4K +95 +8%
MFS
2178
Mirabella Financial Services
United Kingdom
$762K +$762K +1,307 New
JHCP
2179
Jackson Hole Capital Partners
Oklahoma
$761K – – –
CFG
2180
CKW Financial Group
Hawaii
$759K – – –
TF
2181
Trek Financial
Arizona
$759K -$10.6M -18,197 -93%
GTAM
2182
Global Trust Asset Management
Florida
$759K – – –
RCM
2183
Requisite Capital Management
Texas
$758K – – –
GA
2184
Greenspring Advisors
Maryland
$758K – – –
PWM
2185
Provident Wealth Management
Tennessee
$758K – – –
FAM
2186
Flaharty Asset Management
Florida
$757K -$98.5K -169 -12%
RWP
2187
Revolve Wealth Partners
New Jersey
$755K +$25.6K +44 +4%
CA
2188
Calton & Associates
Florida
$753K +$753K +1,292 New
AIP
2189
Almanack Investment Partners
Pennsylvania
$752K -$1.3M -1,544 -63%
PHS
2190
Pekin Hardy Strauss
Illinois
$752K +$7.58K +13 +1%
EM
2191
Excalibur Management
Massachusetts
$751K – – –
SWM
2192
Sterling Wealth Management
Illinois
$751K +$751K +1,289 New
SPWM
2193
Spartan Planning & Wealth Management
North Carolina
$747K +$319K +547 +74%
OCG
2194
Opus Capital Group
Ohio
$746K -$7K -12 -0.9%
FAFN
2195
First Affirmative Financial Network
Colorado
$746K +$157K +269 +27%
FOA
2196
Five Oceans Advisors
California
$746K -$583 -1 -0.1%
EAM
2197
Evanson Asset Management
California
$746K +$32.6K +56 +5%
KA
2198
Klingman & Associates
New York
$744K +$21.6K +37 +3%
CKAIS
2199
Christensen King & Associates Investment Services
Washington
$744K +$744K +1,276 New
MJP
2200
Michael J. Puzo
$743K -$117K -200 -14%
86 87
88
89 90