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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 %
KCFA
2151
Key Client Fiduciary Advisors
New Jersey
$313K -$3.44K -10 -1%
PIAS
2152
PCA Investment Advisory Services
Ohio
$312K +$312K +909 New
CWM
2153
Cedar Wealth Management
California
$312K -$120K -350 -28%
GG
2154
Greenwood Gearhart
Arkansas
$311K -$1.37K -4 -0.4%
FSA
2155
Franklin Street Advisors
North Carolina
$310K -$20.6K -60 -6%
WWP
2156
WR Wealth Planners
Missouri
$309K +$261K +759 +538%
OPOWM
2157
One Plus One Wealth Management
Florida
$309K -$20.6K -60 -6%
BMC
2158
Benin Management Corp
Connecticut
$309K
NF
2159
Nikulski Financial
Iowa
$309K
PIA
2160
Perennial Investment Advisors
California
$309K +$309K +899 New
PFM
2161
Phillips Financial Management
Indiana
$309K +$2.75K +8 +0.9%
SRSA
2162
S.R. Schill & Associates
Washington
$309K
GWM
2163
Greenhouse Wealth Management
Connecticut
$307K
RHP
2164
Royal Harbor Partners
Texas
$305K -$1.28M -3,736 -81%
EL
2165
EWA LLC
Pennsylvania
$305K +$305K +701 New
AWM
2166
Avaii Wealth Management
Wisconsin
$303K -$2.4K -7 -0.8%
CA
2167
Callahan Advisors
Texas
$302K -$3.43K -10 -1%
D
2168
Diversified
Delaware
$302K -$314K -915 -51%
MW
2169
MBL Wealth
North Carolina
$302K -$687 -2 -0.2%
DCM
2170
Dudley Capital Management
Virginia
$302K
WAOI
2171
Wealth Advisors of Iowa
Iowa
$302K +$687 +2 +0.2%
RWA
2172
River Wealth Advisors
Pennsylvania
$301K +$44.3K +129 +17%
IC
2173
Inscription Capital
Texas
$300K +$5.15K +15 +2%
HL
2174
HeadInvest LLC
Maine
$300K +$5.15K +15 +2%
UCB
2175
United Community Bank
South Carolina
$299K