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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 %
AG
2351
Algert Global
California
$603K +$35K +60 +6%
SFPG
2352
Stonebridge Financial Planning Group
Florida
$603K +$346K +594 +135%
PWA
2353
Physician Wealth Advisors
Utah
$602K +$37.9K +60 +7%
BCMLT
2354
Beacon Capital Management LLC (Tennessee)
Tennessee
$602K
HWMC
2355
Heritage Wealth Management (California)
California
$602K +$602K +1,032 New
MCM
2356
Mendel Capital Management
Arkansas
$601K +$18.1K +31 +3%
BBA
2357
Baader Bank Aktiengesellschaft
Germany
$600K -$413K -716 -41%
MKC
2358
M. Kraus & Co
Vermont
$600K -$34.4K -59 -5%
RPCA
2359
Running Point Capital Advisors
California
$598K +$12.2K +21 +2%
Loomis, Sayles & Company
2360
Loomis, Sayles & Company
Massachusetts
$597K -$25.6K -44 -4%
GAM
2361
Gemmer Asset Management
California
$597K -$184K -316 -24%
CVM
2362
Cheviot Value Management
California
$597K
WP
2363
Westmount Partners
California
$596K +$62.4K +107 +12%
LIWM
2364
Long Island Wealth Management
New York
$595K +$595K +1,020 New
DLHL
2365
Donald L. Hagan LLC
Florida
$595K
TAM
2366
Tucker Asset Management
Colorado
$593K -$88.6K -152 -13%
MWM
2367
MGB Wealth Management
Texas
$592K +$592K +1,017 New
VEA
2368
Virtus ETF Advisers
New York
$590K +$590K +1,012 New
VCP
2369
Vista Capital Partners
Oregon
$589K +$589K +1,011 New
ACM
2370
Adalta Capital Management
New York
$589K +$213K +365 +57%
PO
2371
Private Ocean
California
$588K
PIAS
2372
PCA Investment Advisory Services
Ohio
$586K +$40.2K +69 +7%
RFA
2373
Register Financial Advisors
Georgia
$586K +$300K +515 +105%
BIA
2374
BHK Investment Advisors
Alabama
$586K -$320K -549 -35%
JCM
2375
Janney Capital Management
Pennsylvania
$585K -$75.2K -129 -11%