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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 %
S
2701
Sunpointe
Missouri
$516K +$27.2K +35 +6%
SFB
2702
STAR Financial Bank
Indiana
$515K +$10.1K +13 +2%
ICM
2703
Ionic Capital Management
New York
$514K +$514K +661 New
BCG
2704
BayBridge Capital Group
California
$514K -$60K -82 -10%
RFA
2705
Resurgent Financial Advisors
Georgia
$513K +$53.7K +69 +12%
WH
2706
Willner & Heller
California
$512K -$76.2K -98 -13%
EFN
2707
Equita Financial Network
Pennsylvania
$512K +$28.8K +37 +6%
JWA
2708
JFS Wealth Advisors
Pennsylvania
$512K +$113K +145 +28%
IFA
2709
Index Fund Advisors
California
$511K +$16.3K +21 +3%
PP
2710
Pacifica Partners
Canada
$510K -$23.9K -31 -4%
GAM
2711
Griffin Asset Management
New York
$509K – – –
DIP
2712
DT Investment Partners
Pennsylvania
$509K – – –
PFM
2713
Peak Financial Management
Massachusetts
$508K +$205K +263 +67%
TPW
2714
TL Private Wealth
Texas
$508K +$757 +1 +0.1%
MHR
2715
Matthew Hamilton Rosenberg
$507K +$21.3K +28 +4%
EA
2716
Echo45 Advisors
California
$506K -$5.45K -7 -1%
GA
2717
Goldstein Advisors
Wisconsin
$506K +$12.4K +16 +3%
SCM
2718
Spreng Capital Management
Ohio
$506K +$86.4K +111 +21%
MWA
2719
Monograph Wealth Advisors
California
$506K +$506K +651 New
TAM
2720
Tucker Asset Management
Colorado
$506K -$286K -368 -36%
FA
2721
FSA Advisors
Michigan
$506K +$506K +650 New
MIM
2722
Montgomery Investment Management
Maryland
$506K -$272K -350 -35%
EWP
2723
Elevation Wealth Partners
California
$506K -$117K -150 -19%
BWA
2724
Bordeaux Wealth Advisors
California
$506K -$35K -45 -6%
PWA
2725
Peterson Wealth Advisors
Utah
$506K -$20.2K -26 -4%
107 108
109
110 111