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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 %
BWL
2751
Bogart Wealth LLC
Virginia
$40.3K -$938 -2 -2%
AWM
2752
Activest Wealth Management
Florida
$39.9K +$39.9K +88 New
WAS
2753
Winch Advisory Services
Wisconsin
$38K
CWA
2754
Carolina Wealth Advisors
South Carolina
$38K +$6.1K +13 +19%
SC
2755
Steph & Co
Wisconsin
$37.5K -$9.38K -20 -20%
SHIM
2756
Stone House Investment Management
Pennsylvania
$37.2K -$27.8K -59 -43%
TF
2757
TimeScale Financial
Massachusetts
$34.7K
CPG
2758
Cornerstone Planning Group
New Jersey
$33.3K +$33.3K +71 New
SF
2759
Safeguard Financial
Wisconsin
$31K +$31K +68 New
JAM
2760
JCIC Asset Management
Ontario, Canada
$28.1K -$2.35K -5 -8%
RG
2761
Retirement Group
California
$26.7K +$16.4K +35 +159%
OIS
2762
Okabena Investment Services
Minnesota
$26.3K +$26.3K +56 New
WPWM
2763
Western Pacific Wealth Management
Illinois
$23.4K
CNBTD
2764
Citizens National Bank Trust Department
Mississippi
$23.4K +$23.4K +50 New
HC
2765
Hoese & Co
Minnesota
$23.4K
CCMI
2766
Creative Capital Management Investments
California
$23K
CAS
2767
Coppell Advisory Solutions
Texas
$21.8K +$21.8K +47 New
TFA
2768
Toth Financial Advisory
Virginia
$21.1K -$11.3K -24 -35%
BC
2769
Belmont Capital
California
$20.2K -$4.23K -9 -17%
TWD
2770
True Wealth Design
Ohio
$17.8K -$1.88K -4 -10%
ARS
2771
Adirondack Retirement Specialists
New York
$16.4K
BCM
2772
Blume Capital Management
California
$15.9K
NIC
2773
Northwest Investment Counselors
Oregon
$15.9K -$20.2K -43 -56%
MBFW
2774
Morton Brown Family Wealth
Pennsylvania
$15.5K
MAM
2775
Marquette Asset Management
Minnesota
$14.1K +$14.1K +30 New