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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 %
CWM
2601
C2C Wealth Management
Arizona
$615K -$70K -90 -10%
APW
2602
Austin Private Wealth
Texas
$614K +$135K +174 +28%
GGA
2603
Granite Group Advisors
Connecticut
$612K – – –
TFGT
2604
TS Financial Group (TSFG)
Illinois
$612K +$26.5K +34 +5%
OBWG
2605
Onyx Bridge Wealth Group
New York
$610K +$158K +216 +35%
PPW
2606
Pasadena Private Wealth
California
$608K – – –
UB
2607
Umpqua Bank
Oregon
$608K +$608K +781 New
D
2608
Diversified
Delaware
$603K -$145K -186 -19%
GWP
2609
Gateway Wealth Partners
Wisconsin
$602K +$7.78K +10 +1%
SAI
2610
Savvy Advisors Inc
New York
$602K +$209K +269 +53%
PAMG
2611
Patton Albertson Miller Group
Tennessee
$601K -$38.9K -50 -6%
HB
2612
HTLF Bank
Colorado
$601K +$8.56K +11 +1%
CBTWT
2613
Community Bank & Trust (Waco, Texas)
Texas
$599K -$7.78K -10 -1%
ACA
2614
Anchor Capital Advisors
Massachusetts
$597K – – –
KC
2615
Knuff & Co
California
$597K – – –
OWA
2616
Outlook Wealth Advisors
Texas
$594K +$65.3K +84 +12%
TWM
2617
TriaGen Wealth Management
California
$594K -$7K -9 -1%
GAM
2618
Grandview Asset Management
Pennsylvania
$593K +$176K +227 +42%
RA
2619
Rise Advisors
New York
$592K +$313K +402 +112%
BMC
2620
Benin Management Corp
Connecticut
$590K +$3.89K +5 +0.7%
DFG
2621
Demars Financial Group
Washington
$589K +$139K +179 +31%
CFFP
2622
Center for Financial Planning
Michigan
$587K +$219K +282 +60%
JCIA
2623
Jackson Creek Investment Advisors
Colorado
$587K -$35K -45 -6%
SWMG
2624
Signature Wealth Management Group
Georgia
$587K -$112K -154 -16%
SFWA
2625
Summit Financial Wealth Advisors
Louisiana
$586K +$586K +753 New
103 104
105
106 107