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 %
CWA
2576
Canvas Wealth Advisors
Kansas
$630K +$189K +252 +43%
AWA
2577
Aletheian Wealth Advisors
Washington
$629K +$69.2K +89 +12%
PSB
2578
Piscataqua Savings Bank
New Hampshire
$629K -$10.9K -14 -2%
BDF
2579
Black Diamond Financial
Maryland
$629K – – –
TB
2580
Terril Brothers
Missouri
$629K – – –
MWM
2581
Mascoma Wealth Management
New Hampshire
$627K -$23.3K -30 -4%
TCM
2582
Towercrest Capital Management
Pennsylvania
$625K +$625K +804 New
GG
2583
Greenwood Gearhart
Arkansas
$624K +$6.22K +8 +1%
MWA
2584
Motive Wealth Advisors
Michigan
$623K +$222K +285 +55%
OWMIAS
2585
One Wealth Management Investment & Advisory Services
Florida
$622K -$124K -159 -17%
TPWM
2586
Twelve Points Wealth Management
Massachusetts
$622K -$1.56K -2 -0.2%
DAM
2587
Diamant Asset Management
Connecticut
$622K – – –
HPC
2588
Hobart Private Capital
North Carolina
$622K – – –
MA
2589
MSA Advisors
California
$622K – – –
GCIM
2590
Gunn & Company Investment Management
Florida
$622K -$496K -638 -44%
HJGA
2591
Hardman Johnston Global Advisors
Connecticut
$622K +$180K +232 +41%
OWP
2592
Obermeyer Wealth Partners
Colorado
$620K +$31.9K +41 +5%
IA
2593
IFG Advisors
Missouri
$618K +$50.6K +65 +9%
SGCA
2594
Steel Grove Capital Advisors
Tennessee
$618K +$316K +407 +105%
OWA
2595
Opal Wealth Advisors
New York
$618K +$43.6K +56 +8%
GWM
2596
Greenhouse Wealth Management
Connecticut
$617K -$70K -90 -10%
AI
2597
Arvest Investments
Arkansas
$616K +$616K +792 New
MAM
2598
McCarthy Asset Management
California
$616K – – –
CIG
2599
Cascade Investment Group
Colorado
$615K +$42K +54 +7%
BWM
2600
BlackDiamond Wealth Management
New York
$615K +$16.3K +21 +3%
102 103
104
105 106