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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 %
KCM
2201
Kanawha Capital Management
Virginia
$743K +$14.6K +25 +2%
WQ
2202
Wealth Quarterback
New Jersey
$743K +$3.5K +6 +0.5%
LA
2203
Latitude Advisors
Florida
$743K +$35K +60 +5%
BWP
2204
Baldwin Wealth Partners
Massachusetts
$741K
ATWA
2205
Arbor Trust Wealth Advisors
Michigan
$741K +$52.5K +90 +8%
PFA
2206
Petra Financial Advisors
Colorado
$740K +$150K +258 +25%
HMS
2207
Hanseatic Management Services
New Mexico
$739K -$23.3K -40 -3%
WC
2208
Waterloo Capital
Texas
$738K +$454K +778 +159%
XT
2209
XTX Topco
Cayman Islands
$738K -$2.89M -4,965 -80%
AIM
2210
Avity Investment Management
Connecticut
$737K +$131K +225 +22%
PCMC
2211
Private Capital Management (Colorado)
Colorado
$737K -$250K -429 -25%
OA
2212
Oxbow Advisors
Texas
$737K +$583 +1 +0.1%
SWM
2213
Segment Wealth Management
Texas
$736K -$8.74K -15 -1%
HWA
2214
HCR Wealth Advisors
California
$735K +$67.1K +115 +10%
KOCAA
2215
Knights of Columbus Asset Advisors
Connecticut
$735K -$252K -433 -26%
APC
2216
Aspire Private Capital
North Carolina
$735K +$385K +661 +110%
MAWA
2217
Moss Adams Wealth Advisors
Washington
$734K +$308K +529 +72%
HFAS
2218
Hummer Financial Advisory Services
Illinois
$734K
OPA
2219
Old Port Advisors
Maine
$734K +$51.9K +89 +8%
B
2220
Bridgeworth
Alabama
$729K -$7K -12 -1%
MIM
2221
Miller Investment Management
Pennsylvania
$729K
GFL
2222
Granite FO LLC
New Hampshire
$729K
VF
2223
VitalStone Financial
Texas
$728K +$191K +327 +35%
FNBSF
2224
First National Bank Sioux Falls
South Dakota
$727K
PCP
2225
Pacific Capital Partners
$726K +$12.8K +22 +2%