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Eli Lilly
LLY

Overview Fund Activity

2,599 hedge funds and large institutions have $270B invested in Eli Lilly in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 1,058 increasing their positions, 995 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,599
Holders Change
-58
Holders Change %
-2.18%
% of All Funds
41.6%
Holding in Top 10
151
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-23.35%
% of All Funds
2.42%
New
152
Increased
1,058
Reduced
995
Closed
153
Calls
$2.16B
Puts
$2.03B
Net Calls
+$135M
Net Calls Change
+$395M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.56B
2
Edgewood Management
Edgewood Management
Connecticut
$729M
3
GQG Partners
GQG Partners
Florida
$1.02B
4
Amundi
Amundi
France
$2.06B
5
Capital Research Global Investors
Capital Research Global Investors
California
$2.1B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.75B
2
M1FG
Mach-1 Financial Group
Arkansas
$186M
3
Vanguard Group
Vanguard Group
Pennsylvania
$24B
4
Jennison Associates
Jennison Associates
New York
$2.94B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$11B
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
2701
Goldstein Advisors
Wisconsin
– -$221K -603 Closed
WWM
2702
WJ Wealth Management
Arizona
– -$220K -600 Closed
RF
2703
Rollins Financial
Georgia
– -$214K -584 Closed
WFA
2704
Wellspring Financial Advisors
Ohio
– -$211K -577 Closed
CW
2705
CIC Wealth
Maryland
– -$210K -575 Closed
WBG
2706
Wharton Business Group
Pennsylvania
– -$210K -575 Closed
MWM
2707
MinichMacGregor Wealth Management
New York
– -$209K -570 Closed
GPA
2708
Garrison Point Advisors
California
– -$209K -570 Closed
SC
2709
Sepio Capital
Utah
– -$208K -568 Closed
B
2710
BetterWealth
California
– -$208K -568 Closed
PFA
2711
Pinnacle Family Advisors
Missouri
– -$207K -565 Closed
CS
2712
Crescent Sterling
Louisiana
– -$206K -563 Closed
OWA
2713
Outlook Wealth Advisors
Texas
– -$206K -562 Closed
FEM
2714
Fulcrum Equity Management
Texas
– -$205K -561 Closed
OWA
2715
One Wealth Advisors
California
– -$205K -559 Closed
WAL
2716
W Advisors LLC
Tennessee
– -$204K -557 Closed
HCM
2717
Hutchinson Capital Management
California
– -$202K -553 Closed
WGAM
2718
Wilkinson Global Asset Management
New York
– -$201K -550 Closed
NME
2719
Notis-McConarty Edward
– -$201K -550 Closed
RWRC
2720
R.W. Roge & Company
New York
– -$201K -550 Closed
PWAC
2721
Private Wealth Advisors (California)
California
– -$201K -550 Closed
LWM
2722
Lodestone Wealth Management
Washington
– -$201K -550 Closed
WFA
2723
WestHill Financial Advisors
California
– -$201K -549 Closed
ACM
2724
AUA Capital Management
Pennsylvania
– -$192K -524 Closed
WR
2725
WD Rutherford
Oregon
– -$190K -520 Closed
106 107 108
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