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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 %
BFWA
2526
Benchmark Financial Wealth Advisors
Florida
$685K +$47.5K +61 +7%
LWM
2527
Liberty Wealth Management
California
$684K -$156K -200 -19%
ISWM
2528
Independent Solutions Wealth Management
New York
$682K +$40.5K +52 +6%
NC
2529
NBW Capital
Massachusetts
$681K +$80.1K +103 +13%
EAM
2530
Eventide Asset Management
Massachusetts
$680K +$680K +874 New
CJH
2531
Christopher J. Hasenberg
Wisconsin
$677K – – –
DIA
2532
Dean Investment Associates
Ohio
$677K – – –
TP
2533
Tranquility Partners
Tennessee
$672K +$6.22K +8 +0.9%
SFP
2534
Sterling Financial Planning
New Jersey
$671K +$4.67K +6 +0.7%
EFG
2535
Embree Financial Group
Illinois
$671K +$139K +178 +26%
FFL
2536
Future Fund LLC
Illinois
$671K +$115K +148 +21%
VC
2537
Vicus Capital
Pennsylvania
$670K +$244K +314 +57%
SEC
2538
Seven Eight Capital
New York
$669K -$8.52M -10,957 -93%
CBA
2539
Coastal Bridge Advisors
Connecticut
$667K +$77.8K +100 +13%
CA
2540
Crumly & Associates
Illinois
$667K +$667K +857 New
RWP
2541
Ridgecrest Wealth Partners
California
$666K – – –
AWM
2542
Aberdeen Wealth Management
Illinois
$665K -$77.8K -100 -10%
LPAM
2543
Lodestar Private Asset Management
California
$664K +$66.1K +85 +11%
CIS
2544
Custom Index Systems
New York
$664K -$25.7K -33 -4%
SFG
2545
Sunburst Financial Group
Alabama
$662K +$6.08K +8 +0.9%
WCM
2546
Wedge Capital Management
North Carolina
$661K +$64.6K +83 +11%
CFM
2547
Catalyst Funds Management
Australia
$661K +$661K +850 New
FWP
2548
Firethorn Wealth Partners
Georgia
$660K +$16.3K +21 +3%
EDRIA
2549
Edmonds Duncan Registered Investment Advisors
Kansas
$660K +$42.8K +55 +7%
BWA
2550
Beam Wealth Advisors
Louisiana
$660K -$370K -475 -36%
100 101
102
103 104