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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 %
LOAMU
2726
Lombard Odier Asset Management (USA)
New York
$506K +$506K +650 New
HFA
2727
Harbert Fund Advisors
Alabama
$506K +$506K +650 New
KWS
2728
Keystone Wealth Services
California
$505K -$27.2K -35 -5%
PWM
2729
Prosperity Wealth Management
California
$505K +$155K +199 +44%
HWM
2730
Howard Wealth Management
Connecticut
$505K +$505K +649 New
PTCG
2731
Pring Turner Capital Group
California
$504K -$7.78K -10 -2%
SOAG
2732
Silver Oak Advisory Group
Oregon
$504K -$53K -68 -10%
IA
2733
IMZ Advisory
Florida
$504K +$1.56K +2 +0.3%
CFAM
2734
Center For Asset Management
Florida
$503K +$778 +1 +0.2%
SIAG
2735
Safeguard Investment Advisory Group
California
$501K -$8.55K -11 -2%
CAM
2736
Cidel Asset Management
Ontario, Canada
$501K -$95.7K -123 -16%
CIM
2737
Contravisory Investment Management
Massachusetts
$501K +$501K +644 New
SCP
2738
Stamos Capital Partners
California
$498K -$179K -230 -26%
PIA
2739
Powell Investment Advisors
Florida
$497K – – –
SNBOSD
2740
Security National Bank of So Dak
Iowa
$496K – – –
MTC
2741
McDaniel Terry & Co
Texas
$495K +$156K +200 +46%
VAMG
2742
Voisard Asset Management Group
Michigan
$494K – – –
RWM
2743
Reston Wealth Management
Virginia
$494K +$778 +1 +0.2%
EA
2744
Emerald Advisors
Washington
$494K – – –
EA
2745
Ergawealth Advisors
Illinois
$494K +$7.78K +10 +2%
TFP
2746
Triune Financial Partners
Kansas
$493K -$13.2K -17 -3%
SCA
2747
Scott Capital Advisors
Oregon
$493K +$114K +151 +30%
GA
2748
GFS Advisors
Texas
$492K -$389K -500 -44%
TCOO
2749
Trust Company of Oklahoma
Oklahoma
$491K -$71.6K -92 -13%
YIA
2750
YHB Investment Advisors
Connecticut
$491K -$17.1K -22 -3%
108 109
110
111 112