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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 %
HIM
2826
Hillsdale Investment Management
Ontario, Canada
$439K -$187K -240 -30%
AA
2827
AJ Advisors
Tennessee
$436K +$29.5K +38 +7%
SEP
2828
Southland Equity Partners
Missouri
$436K +$150K +193 +53%
JTWM
2829
Jackson Thornton Wealth Management
Alabama
$436K -$5.45K -7 -1%
PCI
2830
Planning Center Inc
Illinois
$436K – – –
SI
2831
Seeds Investor
New York
$434K +$434K +558 New
PGAM
2832
Princeton Global Asset Management
New Jersey
$434K -$2.33K -3 -0.5%
MAG
2833
M3 Advisory Group
Massachusetts
$433K +$132K +170 +44%
NRA
2834
NSI Retail Advisors
Pennsylvania
$433K -$155K -200 -26%
FPB
2835
First PREMIER Bank
South Dakota
$432K +$17.9K +23 +4%
AT
2836
Arvest Trust
Oklahoma
$432K -$62.2K -80 -13%
BSHC
2837
Breed's Hill Capital
Massachusetts
$430K -$25.7K -33 -6%
PWMG
2838
Prestige Wealth Management Group
New Jersey
$430K -$778 -1 -0.2%
MGWM
2839
Marks Group Wealth Management
Minnesota
$430K -$46.7K -60 -10%
MPAM
2840
Murphy Pohlad Asset Management
Minnesota
$429K -$66.9K -86 -13%
PWAC
2841
Private Wealth Advisors (California)
California
$429K +$778 +1 +0.2%
JF
2842
Joule Financial
Kentucky
$429K -$23.3K -30 -5%
DFG
2843
Dupree Financial Group
Kentucky
$429K – – –
RWRC
2844
R.W. Roge & Company
New York
$428K – – –
BOS
2845
Bank of Stockton
California
$428K – – –
CWM
2846
Chemistry Wealth Management
New York
$428K +$18.7K +24 +5%
SAM
2847
Secure Asset Management
Michigan
$428K -$383K -492 -47%
WIM
2848
Waverton Investment Management
United Kingdom
$427K – – –
QPW
2849
Quantum Private Wealth
Florida
$425K – – –
GPA
2850
Guidance Point Advisors
Massachusetts
$425K +$425K +546 New
112 113
114
115 116