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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 %
AWCI
2626
Alpine Woods Capital Investors
New York
$586K +$7.81K +10 +1%
CSWG
2627
Cardinal Strategic Wealth Guidance
Kentucky
$584K -$71.6K -92 -11%
HCA
2628
Horan Capital Advisors
Ohio
$583K – – –
CS
2629
Crescent Sterling
Louisiana
$583K -$11.7K -15 -2%
TCM
2630
Triumph Capital Management
Colorado
$582K -$1.12M -1,474 -66%
SFA
2631
Source Financial Advisors
New York
$582K +$33.5K +43 +6%
MC
2632
Montag & Caldwell
Georgia
$580K – – –
ZIMP
2633
Zimmermann Investment Management & Planning
Pennsylvania
$576K +$206K +265 +56%
FA
2634
Fiducient Advisors
Illinois
$574K – – –
VCM
2635
Versant Capital Management
Arizona
$573K +$10.1K +13 +2%
MC
2636
Middleton & Co
Massachusetts
$573K -$19.4K -25 -3%
SIM
2637
SSI Investment Management
California
$573K -$6.22K -8 -1%
WCFA
2638
Walkner Condon Financial Advisors
Wisconsin
$573K +$80.9K +104 +16%
TLFA
2639
True Link Financial Advisors
California
$570K -$26.5K -34 -4%
VAM
2640
Verity Asset Management
North Carolina
$570K – – –
HCMG
2641
Howard Capital Management Group
California
$569K – – –
LAM
2642
Lakewood Asset Management
Illinois
$567K -$85.6K -110 -13%
EA
2643
Emerald Advisers
Pennsylvania
$566K -$53.7K -69 -9%
EP
2644
Eudaimonia Partners
Tennessee
$565K -$45.1K -58 -7%
NPPM
2645
North Point Portfolio Managers
Ohio
$565K +$36.6K +47 +7%
CWA
2646
Consilio Wealth Advisors
Washington
$564K +$47.5K +61 +9%
KFI
2647
Key Financial Inc
Pennsylvania
$563K – – –
SIC
2648
Shoker Investment Counsel
Ohio
$563K +$132K +174 +31%
GWM
2649
GSB Wealth Management
Connecticut
$563K -$778 -1 -0.1%
DAM
2650
Delta Asset Management
Tennessee
$562K -$20.2K -26 -3%
104 105
106
107 108