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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 %
PMG
2801
Private Management Group
California
$453K – – –
M1FG
2802
Mach-1 Financial Group
Arkansas
$453K -$17.9K -23 -4%
FVWA
2803
Foster Victor Wealth Advisors
South Carolina
$452K +$126K +166 +39%
PRS
2804
Pinkerton Retirement Specialists
Idaho
$450K -$77K -99 -15%
JA
2805
JVL Associates
Michigan
$450K -$7.78K -10 -2%
GHA
2806
Granite Harbor Advisors
Texas
$450K -$5.45K -7 -1%
PAG
2807
Paladin Advisory Group
Iowa
$449K – – –
KS
2808
Karpas Strategies
Connecticut
$448K – – –
WBG
2809
Wharton Business Group
Pennsylvania
$447K – – –
PW
2810
Peninsula Wealth
California
$447K +$3.11K +4 +0.7%
CVM
2811
Cheviot Value Management
California
$447K -$350K -450 -44%
ST
2812
Somerset Trust
Pennsylvania
$446K -$3.11K -4 -0.7%
SSWM
2813
Strait & Sound Wealth Management
California
$444K +$6.08K +8 +1%
SWM
2814
Shelton Wealth Management
Texas
$444K +$38.9K +50 +10%
ACG
2815
Allen Capital Group
Nebraska
$444K +$104K +134 +31%
LIA
2816
Luken Investment Analytics
Tennessee
$443K -$77.8K -100 -15%
HW
2817
Hamilton Wealth
California
$443K -$3.89K -5 -0.9%
B
2818
BetterWealth
California
$442K -$4.67K -6 -1%
JWM
2819
JPL Wealth Management
Colorado
$441K +$9.34K +12 +2%
RA
2820
Ruggaard & Associates
Ohio
$441K +$9.34K +12 +2%
AWA
2821
Acorn Wealth Advisors
Michigan
$440K +$777 +1 +0.2%
SPA
2822
Sentinel Pension Advisors
Massachusetts
$440K – – –
VCWA
2823
Vanguard Capital Wealth Advisors
Colorado
$440K +$15.6K +20 +4%
GFG
2824
GR Financial Group
Arizona
$440K +$9.34K +12 +2%
FFA
2825
Frazier Financial Advisors
Ohio
$439K +$120K +155 +38%
111 112
113
114 115