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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 %
HR
2751
Howe & Rusling
New York
$491K – – –
THWM
2752
Taylor Hoffman Wealth Management
Virginia
$489K – – –
JFA
2753
JNBA Financial Advisors
Minnesota
$489K +$178K +229 +57%
CFA
2754
Capstone Financial Advisors
Illinois
$489K +$147K +189 +43%
CHA
2755
Cooper/Haims Advisors
New York
$488K +$154K +198 +46%
RGC
2756
Roberts, Glore & Co
Illinois
$486K -$1.56K -2 -0.3%
FA
2757
Faithward Advisors
Pennsylvania
$486K +$486K +625 New
AWS
2758
Arkfeld Wealth Strategies
Nebraska
$486K – – –
GAM
2759
Gould Asset Management
California
$485K – – –
IAG
2760
Investment Advisory Group
Massachusetts
$485K +$7.01K +9 +1%
KL
2761
KilterHowling LLC
Colorado
$484K – – –
CPC
2762
Cookson Peirce & Co
Pennsylvania
$483K -$23.4K -30 -5%
TCOTS
2763
Trust Company of the South
North Carolina
$482K -$159K -205 -25%
FWM
2764
Foguth Wealth Management
Michigan
$482K +$482K +620 New
TFCP
2765
Twin Focus Capital Partners
Massachusetts
$481K -$12.4K -16 -3%
THL
2766
Tillman Hartley LLC
Colorado
$481K – – –
BTIM
2767
BancFirst Trust & Investment Management
Oklahoma
$481K – – –
CIAS
2768
CBIZ Investment Advisory Services
Ohio
$480K +$75.5K +97 +19%
LFG
2769
Lockerman Financial Group
California
$479K -$20.2K -26 -4%
AWG
2770
Altus Wealth Group
Colorado
$478K +$13.2K +17 +3%
GWSA
2771
Global Wealth Strategies & Associates
Colorado
$477K -$11.7K -15 -2%
AF
2772
Aldebaran Financial
$477K +$7.78K +10 +2%
MTWM
2773
Masso Torrence Wealth Management
New Jersey
$476K +$476K +612 New
NFG
2774
Northeast Financial Group
Pennsylvania
$476K – – –
WCG
2775
Weaver Consulting Group
California
$475K +$3.89K +5 +0.8%
109 110
111
112 113