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Eli Lilly

2,958 hedge funds and large institutions have $421B invested in Eli Lilly in 2023 Q3 according to their latest regulatory filings, with 277 funds opening new positions, 1,077 increasing their positions, 1,183 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,958
Holders Change
+160
Holders Change %
+5.72%
% of All Funds
47.16%
Holding in Top 10
301
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+25.94%
% of All Funds
4.8%
New
277
Increased
1,077
Reduced
1,183
Closed
83
Calls
$4.49B
Puts
$4.8B
Net Calls
-$313M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MBFW
2926
Morton Brown Family Wealth
Pennsylvania
$17.7K
IHWM
2927
Iron Horse Wealth Management
Iowa
$17.7K +$17.7K +33 New
SJIM
2928
St. Johns Investment Management
Florida
$16.1K
CMA
2929
Cedar Mountain Advisors
Oregon
$16.1K +$16.1K +30 New
TC
2930
Trust Company
Kansas
$15K -$118K -219 -89%
MAM
2931
Marquette Asset Management
Minnesota
$14.5K -$1.61K -3 -10%
BCM
2932
Blume Capital Management
California
$13.4K -$4.83K -9 -26%
FCMT
2933
Founders Capital Management (Texas)
Texas
$13.4K +$13.4K +25 New
PS
2934
PayPay Securities
Japan
$13.4K +$13.4K +25 New
KA
2935
Kozak & Associates
Colorado
$12.6K +$8.59K +15 +214%
MDCM
2936
Morgan Dempsey Capital Management
Wisconsin
$12.4K
HWP
2937
Hibernia Wealth Partners
Louisiana
$11.8K +$11.8K +22 New
ECM
2938
Everence Capital Management
Indiana
$11.6K
AP
2939
Advisors Preferred
Maryland
$11.3K -$527K -979 -98%
JMF
2940
Johnson Midwest Financial
Iowa
$10.7K
RL
2941
Rogco LP
Oklahoma
$10.7K +$10.7K +20 New
CWA
2942
Core Wealth Advisors
Florida
$9.13K
DF
2943
DecisionPoint Financial
Arizona
$9.13K
HWP
2944
Highline Wealth Partners
California
$8.06K
JFG
2945
JDM Financial Group
Texas
$8.06K
NECFA
2946
New England Capital Financial Advisors
Connecticut
$7.58K -$54.7K -101 -88%
WA
2947
WestEnd Advisors
North Carolina
$5.91K +$5.91K +11 New
BWS
2948
Buck Wealth Strategies
Colorado
$5.62K
SWM
2949
Sanctuary Wealth Management
Idaho
$5.39K +$2.7K +5 +100%
TCM
2950
TD Capital Management
Tennessee
$5.38K