LLY icon

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 %
WGAM
2876
Wilkinson Global Asset Management
New York
$405K – – –
SAA
2877
Southeast Asset Advisors
Georgia
$404K +$58.3K +75 +17%
MAWCM
2878
Mine & Arao Wealth Creation & Management
California
$404K +$1.56K +2 +0.4%
AWP
2879
Abacus Wealth Partners
California
$404K +$404K +519 New
CWA
2880
Clearview Wealth Advisors
Oregon
$403K -$633K -814 -61%
MFA
2881
McClarren Financial Advisors
Pennsylvania
$403K +$1.56K +2 +0.4%
AFCM
2882
Applied Finance Capital Management
Puerto Rico
$402K – – –
CMP
2883
Coston McIsaac & Partners
Maine
$401K +$777 +1 +0.2%
AIM
2884
Alhambra Investment Management
Florida
$401K -$15.6K -20 -4%
TC
2885
TAGStone Capital
North Carolina
$400K +$778 +1 +0.2%
SFI
2886
SPC Financial Inc
Maryland
$399K -$6.23K -8 -2%
T
2887
TCWP
Ohio
$398K +$3.11K +4 +0.8%
OPWM
2888
Oxinas Partners Wealth Management
Indiana
$398K – – –
CA
2889
Cresta Advisors
Texas
$398K +$3.89K +5 +1%
FL
2890
Fort LP
Maryland
$397K -$157K -202 -28%
SIC
2891
SFE Investment Counsel
California
$397K – – –
V
2892
ViaWealth
Kansas
$397K +$14K +18 +4%
A
2893
AJOVista
Massachusetts
$396K – – –
AP
2894
Atwood & Palmer
Missouri
$396K +$9.34K +12 +2%
ACM
2895
Ashford Capital Management
Delaware
$395K -$52.9K -68 -12%
KWM
2896
KFG Wealth Management
Indiana
$395K +$12.4K +16 +3%
SW
2897
StrongBox Wealth
Missouri
$394K -$1.56K -2 -0.4%
IWP
2898
IAG Wealth Partners
Wisconsin
$394K – – –
CCT
2899
Chemung Canal Trust
New York
$394K -$7K -9 -2%
AIA
2900
AIMZ Investment Advisors
California
$391K – – –
114 115
116
117 118