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Eli Lilly

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
776
C2C Wealth Management
Arizona
$4.22M -$31K -84 -0.7%
FHA
777
First Horizon Advisors
Tennessee
$4.22M +$2.1M +6,112 +99%
FIM
778
Fernwood Investment Management
Massachusetts
$4.21M -$682K -1,985 -14%
JWCA
779
J.W. Cole Advisors
Florida
$4.2M +$1.64M +4,781 +64%
BFC
780
Blue Fin Capital
Rhode Island
$4.19M +$104K +242 +3%
PL
781
Plancorp LLC
Missouri
$4.18M +$14.1K +41 +0.3%
EP
782
Essential Planning
New Hampshire
$4.17M +$677 +2 +0%
FTDI
783
First Trust Direct Indexing
Massachusetts
$4.17M +$116K +337 +3%
IWP
784
Icon Wealth Partners
Texas
$4.16M +$4.16M +12,111 New
AAIM
785
American Assets Investment Management
California
$4.12M
AUB
786
Atlantic Union Bankshares
Virginia
$4.09M -$141K -411 -3%
RCIM
787
Red Cedar Investment Management
Michigan
$4.06M +$1.28M +3,734 +46%
EB
788
Eastern Bank
Massachusetts
$4.05M -$79K -230 -2%
WA
789
WBH Advisory
Maryland
$4.05M +$4.05M +11,796 New
IAN
790
Integrated Advisors Network
Texas
$4.03M +$439K +1,278 +12%
BP
791
Ballentine Partners
Massachusetts
$4.02M +$1.61M +4,697 +67%
ISL
792
Ingalls & Snyder LLC
New York
$4M -$26.1K -76 -0.6%
HG
793
Herbst Group
Connecticut
$4M +$1.55M +4,525 +64%
ANTB
794
AMG National Trust Bank
Colorado
$3.99M +$581K +1,691 +17%
BWAM
795
Boyd Watterson Asset Management
Ohio
$3.97M +$740K +2,154 +23%
QP
796
Quilter Plc
United Kingdom
$3.95M +$331K +333 +9%
CAM
797
Covenant Asset Management
New Jersey
$3.95M +$393K +1,144 +11%
FFA
798
Fairfield Financial Advisors
Massachusetts
$3.94M +$450K +1,322 +13%
IAIM
799
International Assets Investment Management
Florida
$3.93M -$12.3M -35,793 -76%
PIA
800
Petredis Investment Advisors
Pennsylvania
$3.93M +$41.6K +121 +1%