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Eli Lilly

3,539 hedge funds and large institutions have $705B invested in Eli Lilly in 2024 Q2 according to their latest regulatory filings, with 274 funds opening new positions, 1,515 increasing their positions, 1,318 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,539
Holders Change
+104
Holders Change %
+3.03%
% of All Funds
51.47%
Holding in Top 10
547
Holding in Top 10 Change
+93
Holding in Top 10 Change %
+20.48%
% of All Funds
7.96%
New
274
Increased
1,515
Reduced
1,318
Closed
116
Calls
$8.06B
Puts
$9.73B
Net Calls
-$1.67B
Net Calls Change
-$2.04B
Name Holding Trade Value Shares
Change
Shares
Change %
JSAM
2701
J. Safra Asset Management
New York
$632K +$345K +381 +120%
TPW
2702
TL Private Wealth
Texas
$632K
PPWM
2703
Paragon Private Wealth Management
Kentucky
$631K -$269K -297 -30%
APW
2704
Austin Private Wealth
Texas
$630K -$86K -95 -12%
WLPWM
2705
Walled Lake Planning & Wealth Management
Illinois
$630K +$18.1K +20 +3%
TWA
2706
Tandem Wealth Advisors
Arizona
$627K -$4.53K -5 -0.7%
KCM
2707
Kaye Capital Management
California
$627K +$2.72K +3 +0.4%
AW
2708
Avion Wealth
Texas
$627K +$16.3K +18 +3%
CFA
2709
Capstone Financial Advisors
Illinois
$626K +$57.9K +64 +10%
FA
2710
Fountainhead AM
New Jersey
$626K +$626K +691 New
CWM
2711
Chemistry Wealth Management
New York
$626K +$128K +141 +26%
JCIA
2712
Jackson Creek Investment Advisors
Colorado
$625K -$58.9K -65 -9%
ATC
2713
Advantage Trust Company
Kansas
$625K -$12.7K -14 -2%
ACG
2714
Allen Capital Group
Nebraska
$623K +$106K +117 +20%
MWM
2715
MinichMacGregor Wealth Management
New York
$619K +$1.81K +2 +0.3%
CA
2716
Crumly & Associates
Illinois
$616K -$160K -177 -21%
KIM
2717
Karpus Investment Management
New York
$616K
AA
2718
Acorns Advisers
California
$615K +$188K +208 +44%
HPFG
2719
Hart & Patterson Financial Group
Massachusetts
$615K +$11.8K +13 +2%
SCM
2720
Spreng Capital Management
Ohio
$615K +$25.4K +28 +4%
IWN
2721
Independent Wealth Network
Iowa
$614K +$195K +215 +46%
BWA
2722
Bordeaux Wealth Advisors
California
$613K +$24.4K +27 +4%
LA
2723
Lakeside Advisors
Washington
$613K
MWP
2724
Meridian Wealth Partners
Pennsylvania
$613K -$40.7K -45 -6%
G
2725
GenTrust
Florida
$611K