LLY icon

Eli Lilly
LLY

Overview Fund Activity

3,435 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q1 according to their latest regulatory filings, with 345 funds opening new positions, 1,407 increasing their positions, 1,279 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,435
Holders Change
+184
Holders Change %
+5.66%
% of All Funds
49.79%
Holding in Top 10
454
Holding in Top 10 Change
+153
Holding in Top 10 Change %
+50.83%
% of All Funds
6.58%
New
345
Increased
1,407
Reduced
1,279
Closed
117
Calls
$7.83B
Puts
$7.46B
Net Calls
+$374M
Net Calls Change
+$932M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$962M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$882M
4
BlackRock
BlackRock
New York
+$706M
5
Bank of America
Bank of America
North Carolina
+$534M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.53B
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$2.89B
3
Capital World Investors
Capital World Investors
California
-$1.88B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$944M
5
Primecap Management
Primecap Management
California
-$736M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACC
2501
Acorn Creek Capital
Colorado
$712K +$2.34K +3 +0.3%
BFG
2502
Beacon Financial Group
Texas
$712K -$56K -72 -7%
GKIM
2503
GW&K Investment Management
Massachusetts
$709K +$123K +158 +21%
KC
2504
Kinloch Capital
Virginia
$707K +$264K +339 +59%
HIGP
2505
Hill Investment Group Partners
Missouri
$704K -$496K -638 -41%
SOW
2506
State of Wyoming
Wyoming
$703K -$19.4K -25 -3%
SRSA
2507
S.R. Schill & Associates
Washington
$703K +$3.89K +5 +0.6%
AFG
2508
ABLE Financial Group
Arizona
$702K +$64.6K +83 +10%
GWM
2509
Graybill Wealth Management
Illinois
$700K – – –
OPOWM
2510
One Plus One Wealth Management
Florida
$700K – – –
HA
2511
Harbor Advisors
Florida
$700K +$311K +400 +80%
CAM
2512
Councilmark Asset Management
Tennessee
$700K +$700K +900 New
WAOI
2513
Wealth Advisors of Iowa
Iowa
$700K +$778 +1 +0.1%
RCG
2514
Regatta Capital Group
California
$699K -$166K -213 -19%
IA
2515
Insight Advisors
Pennsylvania
$699K +$104K +134 +18%
TWM
2516
Trueblood Wealth Management
Ohio
$699K +$80.1K +103 +13%
DWM
2517
Dynasty Wealth Management
Florida
$698K +$698K +897 New
HWA
2518
Heritage Wealth Advisors
Virginia
$696K – – –
GWAG
2519
Garrett Wealth Advisory Group
Texas
$695K – – –
AM
2520
Atwater Malick
Pennsylvania
$694K – – –
DSC
2521
Duncker Streett & Co
Missouri
$694K +$157K +202 +29%
AA
2522
Addison Advisors
Vermont
$692K +$184K +237 +36%
HFS
2523
Horizon Financial Services
North Carolina
$692K +$692K +890 New
OLVIG
2524
Oliver Lagore Vanvalin Investment Group
Michigan
$689K +$387K +498 +129%
DCM
2525
Dudley Capital Management
Virginia
$688K +$133K +175 +24%
99 100
101
102 103