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Eli Lilly

2,040 hedge funds and large institutions have $183B invested in Eli Lilly in 2021 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 727 increasing their positions, 793 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+29
Holders Change %
+1.44%
% of All Funds
35.83%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
0.97%
New
133
Increased
727
Reduced
793
Closed
79
Calls
$1.34B
Puts
$1.86B
Net Calls
-$514M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
2001
Wagner Wealth Management
South Carolina
$28K +$10.4K +41 +59%
SWM
2002
Selective Wealth Management
Virginia
$27K
JAM
2003
JCIC Asset Management
Ontario, Canada
$27K
Optiver Holding
2004
Optiver Holding
Netherlands
$27K +$27K +116 New
NC
2005
NewSquare Capital
Pennsylvania
$26K
LB
2006
Legacy Bridge
Iowa
$25K +$10.2K +45 +69%
WLPWM
2007
Walled Lake Planning & Wealth Management
Illinois
$24K
BFG
2008
Baron Financial Group
New Jersey
$23.1K
SC
2009
Steph & Co
Wisconsin
$23K
RIA
2010
RPG Investment Advisory
California
$23K
EW
2011
Emerson Wealth
Michigan
$23K
TFS
2012
TrustCore Financial Services
Tennessee
$22K +$5.33K +23 +32%
WAS
2013
Winch Advisory Services
Wisconsin
$19K
FBT
2014
First Bank & Trust
South Dakota
$18K
CPFP
2015
Clear Perspectives Financial Planning
Ohio
$18K
SGAM
2016
Smith Group Asset Management
Texas
$17K
MFM
2017
MD Financial Management
Ontario, Canada
$16K
POIA
2018
Pin Oak Investment Advisors
Texas
$15K
EWM
2019
Edge Wealth Management
New York
$14K
JWA
2020
JFS Wealth Advisors
Pennsylvania
$12K +$12K +54 New
PCH
2021
Polar Capital Holdings
United Kingdom
$10.9K +$1.98K +8,588 +22%
IWA
2022
IBEX Wealth Advisors
New Jersey
$9K +$9K +38 New
SL
2023
Savior LLC
Massachusetts
$8K -$27K -118 -77%
PAI
2024
Pittenger & Anderson Inc
Nebraska
$7K
SJIM
2025
St. Johns Investment Management
Florida
$7K