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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 %
KCPG
2451
Kavar Capital Partners Group
Kansas
$523K -$30.9K -53 -6%
BW
2452
BIP Wealth
Georgia
$522K +$163K +280 +45%
HWA
2453
Heritage Wealth Advisors
Virginia
$522K -$342K -587 -40%
NWM
2454
Northwest Wealth Management
Iowa
$522K +$123K +211 +31%
GWAG
2455
Garrett Wealth Advisory Group
Texas
$521K +$521K +894 New
GC
2456
Guardian Capital
Ontario, Canada
$521K +$521K +894 New
GWWM
2457
Great Waters Wealth Management
Minnesota
$521K
RIS
2458
Retirement Income Solutions
Michigan
$521K -$99.7K -171 -16%
AM
2459
Atwater Malick
Pennsylvania
$520K
SAM
2460
Seelaus Asset Management
New Jersey
$519K +$143K +245 +38%
CCT
2461
Capital City Trust
Florida
$518K +$12.2K +21 +2%
AGWCA
2462
Annis Gardner Whiting Capital Advisors
Florida
$517K -$25.6K -44 -5%
CIS
2463
Custom Index Systems
New York
$516K +$516K +886 New
ODG
2464
O'Dell Group
Ohio
$516K +$9.91K +17 +2%
AWM
2465
Accel Wealth Management
Iowa
$515K +$35K +60 +7%
CP
2466
Coho Partners
Pennsylvania
$515K +$515K +884 New
GWM
2467
Greenhouse Wealth Management
Connecticut
$515K -$5.24K -9 -1%
CWM
2468
C2C Wealth Management
Arizona
$511K -$5.98M -10,301 -92%
YCG
2469
Yeomans Consulting Group
Georgia
$511K +$511K +876 New
MSFS
2470
Main Street Financial Solutions
Pennsylvania
$511K +$12.2K +21 +2%
BSSFA
2471
Baron Silver Stevens Financial Advisors
Florida
$510K -$79.8K -137 -14%
FA
2472
Fermata Advisors
California
$508K +$6.99K +12 +1%
FFA
2473
Florida Financial Advisors
Florida
$507K +$507K +870 New
DIA
2474
Dean Investment Associates
Ohio
$507K
CJH
2475
Christopher J. Hasenberg
Wisconsin
$507K +$507K +870 New