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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 %
FBT
2851
First Bank & Trust
South Dakota
$425K +$425K +546 New
FFL
2852
Financial Freedom LLC
Ohio
$423K +$31.9K +41 +8%
EW
2853
Element Wealth
Mississippi
$423K +$23.4K +30 +6%
WAL
2854
W Advisors LLC
Tennessee
$422K +$2.33K +3 +0.6%
MM
2855
MQS Management
New York
$420K -$135K -173 -24%
GAMC
2856
Garner Asset Management Corp
Texas
$420K – – –
MPCA
2857
Madison Park Capital Advisors
Washington
$418K -$15.6K -20 -4%
FWM
2858
Fairhaven Wealth Management
Illinois
$418K – – –
CCAL
2859
City Center Advisors LLC
Michigan
$416K +$416K +535 New
XWM
2860
Xcel Wealth Management
Florida
$416K +$7K +9 +2%
KFP
2861
Keener Financial Planning
Texas
$416K – – –
HA
2862
HFG Advisors
Ohio
$415K -$83.2K -107 -17%
EGWAG
2863
Elwood & Goetz Wealth Advisory Group
Georgia
$415K – – –
WWC
2864
Waypoint Wealth Counsel
Georgia
$415K +$24.1K +31 +6%
HIIFS
2865
Harel Insurance Investments & Financial Services
Israel
$414K +$414K +532 New
WJA
2866
Willis Johnson & Associates
Texas
$413K +$107K +138 +35%
Capstone Investment Advisors
2867
Capstone Investment Advisors
New York
$413K +$413K +531 New
DA
2868
Detalus Advisors
Missouri
$412K – – –
CC
2869
Cypress Capital
Tennessee
$412K +$1.56K +2 +0.4%
GCP
2870
Garda Capital Partners
Minnesota
$412K +$412K +529 New
IWA
2871
Inspirion Wealth Advisors
Illinois
$410K +$778 +1 +0.2%
RIP
2872
RAM Investment Partners
Washington
$410K +$410K +527 New
VFP
2873
Verus Financial Partners
Virginia
$407K – – –
KAM
2874
Knightsbridge Asset Management
California
$406K – – –
CRI
2875
Colonial River Investments
Virginia
$405K -$852K -1,095 -68%
113 114
115
116 117