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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 %
WOSD
2726
WFA of San Diego
California
– -$173K -474 Closed
SC
2727
Seldon Capital
California
– -$148K -404 Closed
SC
2728
Sierra Capital
Florida
– -$110K -302 Closed
Q
2729
QVR
California
– -$108K -296 Closed
FA
2730
Fiduciary Alliance
South Carolina
– -$97.3K -266 Closed
EMFAT
2731
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$94.4K -258 Closed
GIA
2732
Goodwin Investment Advisory
Georgia
– -$91.1K -249 Closed
EE
2733
EWG Elevate
California
– -$88.2K -241 Closed
KIA
2734
Kraematon Investment Advisors
Massachusetts
– -$61.5K -168 Closed
IUHSA
2735
Itau Unibanco Holding S.A.
Brazil
– -$60.7K -166 Closed
IFA
2736
Interactive Financial Advisors
Illinois
– -$47.6K -130 Closed
VF
2737
VitalStone Financial
Texas
– -$48K -128 Closed
FWA
2738
Freedom Wealth Alliance
Wisconsin
– -$36.6K -100 Closed
DWP
2739
Destiny Wealth Partners
Florida
– -$33.3K -91 Closed
WA
2740
Win Advisors
Florida
– -$22.7K -62 Closed
ICM
2741
Islay Capital Management
Texas
– -$22.7K -62 Closed
MUMSS
2742
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$22K -60 Closed
MSCM
2743
McElhenny Sheffield Capital Management
Texas
– -$20.5K -56 Closed
PWS
2744
Paragon Wealth Strategies
Florida
– -$14.8K -40 Closed
MPCL
2745
My Personal CFO LLC
Washington
– -$8.78K -24 Closed
CCM
2746
CAAS Capital Management
New York
– -$4.39K -12 Closed
FIM
2747
FWL Investment Management
Texas
– -$3.29K -9 Closed
CAS
2748
Coppell Advisory Solutions
Texas
– -$2.56K -7 Closed
CASC
2749
Coppell Advisory Solutions Corp
Texas
– -$2.56K -7 Closed
DCM
2750
Davidson Capital Management
Texas
– -$2.2K -6 Closed
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