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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 %
MIA
1926
MainStreet Investment Advisors
Illinois
$464K +$464K +1,350 New
CA
1927
Claro Advisors
Massachusetts
$463K +$13.4K +39 +3%
DSAM
1928
Dock Street Asset Management
Florida
$462K +$214K +624 +87%
PFG
1929
Prosperity Financial Group
California
$462K +$231K +674 +100%
SP
1930
Successful Portfolios
Florida
$462K +$6.18K +18 +1%
GAA
1931
Green Alpha Advisors
Colorado
$461K
KIG
1932
Kennedy Investment Group
New Jersey
$460K -$15.5K -45 -3%
SFP
1933
Sandbox Financial Partners
Maryland
$460K +$133K +388 +41%
HIIFS
1934
Harel Insurance Investments & Financial Services
Israel
$460K +$356K +1,040 +341%
PVAMC
1935
PPS&V Asset Management Consultants
Michigan
$459K
OCM
1936
Orion Capital Management
California
$458K
VAM
1937
Verity Asset Management
North Carolina
$458K +$231K +674 +102%
QC
1938
QCM Cayman
Texas
$458K +$458K +1,333 New
PAG
1939
Private Advisory Group
Washington
$457K -$1.83M -5,337 -80%
SPP
1940
Single Point Partners
Massachusetts
$457K +$17.5K +51 +4%
PI
1941
Pettee Investors
Connecticut
$457K
EIA
1942
Edgemoor Investment Advisors
Maryland
$456K -$247K -718 -35%
ACM
1943
Altrius Capital Management
North Carolina
$455K
ZF
1944
Zhang Financial
Michigan
$455K +$123K +359 +37%
PMG
1945
ProVise Management Group
Florida
$455K -$97.2K -283 -18%
WCA
1946
Waypoint Capital Advisors
Minnesota
$454K -$3.09K -9 -0.7%
PP
1947
Pegasus Partners
Wisconsin
$454K +$30.2K +88 +7%
AFO
1948
Arrowroot Family Office
California
$453K +$453K +1,319 New
BAM
1949
Blueshift Asset Management
New Jersey
$452K +$452K +1,315 New
WE
1950
Wealth Effects
Massachusetts
$450K +$96.2K +280 +27%