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Eli Lilly

2,798 hedge funds and large institutions have $366B invested in Eli Lilly in 2023 Q2 according to their latest regulatory filings, with 296 funds opening new positions, 1,068 increasing their positions, 1,072 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,798
Holders Change
+199
Holders Change %
+7.66%
% of All Funds
44.13%
Holding in Top 10
239
Holding in Top 10 Change
+88
Holding in Top 10 Change %
+58.28%
% of All Funds
3.77%
New
296
Increased
1,068
Reduced
1,072
Closed
77
Calls
$3.39B
Puts
$3.68B
Net Calls
-$288M
Net Calls Change
-$424M
Name Holding Trade Value Shares
Change
Shares
Change %
LFS
2651
Lutz Financial Services
Nebraska
$202K +$202K +430 New
GCM
2652
Gallacher Capital Management
Colorado
$202K -$75.5K -161 -27%
KIA
2653
KLR Investment Advisors
Rhode Island
$201K +$201K +429 New
FVWA
2654
Foster Victor Wealth Advisors
South Carolina
$201K +$201K +431 New
SIC
2655
Shoker Investment Counsel
Ohio
$200K +$200K +427 New
CIC
2656
Cornercap Investment Counsel
Georgia
$200K +$200K +427 New
BBA
2657
Braun-Bostich & Associates
Pennsylvania
$200K +$200K +427 New
BHWM
2658
Beaird Harris Wealth Management
Texas
$199K -$29.1K -62 -13%
OA
2659
Operose Advisors
Wisconsin
$198K -$10.3K -22 -5%
RI
2660
Ridgewood Investments
New Jersey
$198K
NSG
2661
Nalls Sherbakoff Group
Tennessee
$193K +$18.9K +44 +11%
DI
2662
Disciplined Investments
Oklahoma
$191K -$938 -2 -0.5%
SWA
2663
SOA Wealth Advisors
New York
$190K
PP
2664
PFS Partners
New Jersey
$188K +$11.7K +25 +7%
CFFP
2665
Center for Financial Planning
Michigan
$188K +$93.8K +200 +100%
EARNEST Partners
2666
EARNEST Partners
Georgia
$187K
AP
2667
Atwood & Palmer
Missouri
$185K
LFA
2668
Level Financial Advisors
New York
$177K +$9.38K +20 +6%
LFA
2669
Legend Financial Advisors
Pennsylvania
$173K -$46.9K -100 -21%
ME
2670
McIlrath & Eck
Washington
$173K -$1.41K -3 -0.8%
HCM
2671
Highlander Capital Management
New Jersey
$172K
TC
2672
Truvestments Capital
Florida
$169K
SWM
2673
Sugarloaf Wealth Management
Georgia
$167K +$63.8K +136 +62%
WAM
2674
Worth Asset Management
Texas
$166K +$111K +236 +198%
BAM
2675
Byrne Asset Management
New Jersey
$164K