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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 %
AAM
2001
Azzad Asset Management
Virginia
$408K -$23K -67 -5%
CA
2002
Calton & Associates
Florida
$408K -$269K -783 -40%
FPGK
2003
Financial Partners Group (Kansas)
Kansas
$408K +$3.44K +10 +0.8%
RVPG
2004
Relative Value Partners Group
$407K -$202K -588 -33%
DIM
2005
Delta Investment Management
California
$407K -$30.9K -90 -7%
TWA
2006
Tandem Wealth Advisors
Arizona
$407K -$13.1K -38 -3%
OL
2007
Optas LLC
Texas
$406K +$30.6K +89 +8%
VCP
2008
Verus Capital Partners
Arizona
$406K +$38.1K +111 +10%
TIA
2009
Traphagen Investment Advisors
New Jersey
$405K +$14.4K +42 +4%
TFA
2010
Triad Financial Advisors
North Carolina
$404K -$687 -2 -0.2%
MCM
2011
Monarch Capital Management
Indiana
$404K -$107K -313 -21%
RWB
2012
RMR Wealth Builders
New Jersey
$403K +$1.72K +5 +0.4%
FOA
2013
Five Oceans Advisors
California
$401K -$6.87K -20 -2%
CA
2014
Carson Advisory
Georgia
$400K +$344 +1 +0.1%
TGAM
2015
TBH Global Asset Management
Tennessee
$399K +$130K +380 +49%
FG
2016
Foster Group
Iowa
$397K -$11.3K -33 -3%
MVA
2017
Mount Vernon Associates
Maryland
$396K
SC
2018
Searle & Co
Connecticut
$396K
FWM
2019
Fingerlakes Wealth Management
New York
$396K +$687 +2 +0.2%
HPM
2020
Hoxton Planning & Management
West Virginia
$396K -$2.06K -6 -0.5%
SWM
2021
Salvus Wealth Management
New Jersey
$395K -$5.15K -15 -1%
SIC
2022
Sterling Investment Counsel
New York
$395K
LT
2023
Legacy Trust
Michigan
$393K -$8.59K -25 -2%
FUBT
2024
First United Bank & Trust
Maryland
$393K -$22.3K -65 -5%
BDF
2025
Black Diamond Financial
Maryland
$393K +$22.7K +66 +6%