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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 %
FUBT
2326
First United Bank & Trust
Maryland
$627K -$11.7K -20 -2%
NWA
2327
Navis Wealth Advisors
New York
$625K
CIA
2328
CCM Investment Advisers
South Carolina
$624K +$32.1K +55 +5%
HPM
2329
Hoxton Planning & Management
West Virginia
$624K -$1.17K -2 -0.2%
REMPR
2330
Roof Eidam Maycock Peralta (REMP)
California
$624K
LWA
2331
Lantern Wealth Advisors
New York
$624K +$624K +1,070 New
PWM
2332
Paulson Wealth Management
Illinois
$623K -$20.4K -35 -3%
SFC
2333
Swisher Financial Concepts
Ohio
$622K +$622K +978 New
FPGK
2334
Financial Partners Group (Kansas)
Kansas
$621K -$8.16K -14 -1%
SIA
2335
Soltis Investment Advisors
Utah
$620K -$162K -278 -21%
TA
2336
TrueWealth Advisors
Alabama
$620K -$15.2K -26 -2%
SMA
2337
Seven Mile Advisory
New Jersey
$618K +$33.2K +57 +6%
GAM
2338
GEM Asset Management
Michigan
$616K +$583 +1 +0.1%
GC
2339
Garde Capital
Washington
$616K +$105K +180 +21%
CT
2340
Columbia Trust
Oregon
$616K +$22.7K +39 +4%
TFP
2341
Tilia Fiduciary Partners
North Carolina
$615K -$104K -179 -14%
IWP
2342
Innova Wealth Partners
Pennsylvania
$615K
KCFA
2343
Key Client Fiduciary Advisors
New Jersey
$614K +$63K +108 +11%
MWM
2344
Mosley Wealth Management
California
$613K +$613K +1,051 New
PFM
2345
Phillips Financial Management
Indiana
$611K +$26.2K +45 +4%
HCP
2346
Holt Capital Partners
Texas
$609K +$376K +645 +161%
SAM
2347
Secure Asset Management
Michigan
$607K +$137K +235 +29%
WF
2348
Wayfinding Financial
Washington
$604K +$128K +220 +27%
COCM
2349
Charter Oak Capital Management
New Hampshire
$604K -$5.83K -10 -1%
WHC
2350
Wulff, Hansen & Co
California
$603K