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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 %
LSIA
2901
LaSalle St. Investment Advisors
Illinois
$391K +$159K +240 +68%
BHWM
2902
Beaird Harris Wealth Management
Texas
$390K +$37.3K +48 +11%
MCP
2903
Martin Capital Partners
Oregon
$389K – – –
BWM
2904
BigSur Wealth Management
Florida
$389K – – –
IG
2905
Ithaka Group
Virginia
$389K – – –
KAM
2906
KEB Asset Management
Illinois
$389K – – –
BTWM
2907
Brass Tax Wealth Management
Ohio
$389K +$389K +500 New
CCWM
2908
Correct Capital Wealth Management
Missouri
$388K – – –
Q
2909
QVR
California
$388K +$388K +499 New
EWM
2910
Endowment Wealth Management
Wisconsin
$388K -$18.7K -24 -5%
LWM
2911
Lodestone Wealth Management
Washington
$387K -$49K -63 -11%
NIC
2912
Northwest Investment Counselors
Oregon
$386K – – –
MCG
2913
McCollum Christoferson Group
New York
$386K +$35.8K +46 +10%
FTC
2914
Farmers Trust Company
Ohio
$384K +$62.2K +80 +19%
CAM
2915
Claret Asset Management
Quebec, Canada
$384K – – –
HFRG
2916
Houlihan Financial Resource Group
Virginia
$384K – – –
RWA
2917
Rooted Wealth Advisors
Illinois
$384K +$18.3K +24 +5%
MF
2918
Manchester Financial
California
$384K +$32.7K +42 +9%
BWM
2919
Buckley Wealth Management
Nevada
$384K +$384K +493 New
SFG
2920
SNS Financial Group
Minnesota
$383K – – –
BBPWM
2921
Blue Bell Private Wealth Management
Pennsylvania
$382K +$7.78K +10 +2%
WCWM
2922
Willow Creek Wealth Management
California
$382K +$8.56K +11 +2%
SAF
2923
Smith Anglin Financial
Texas
$382K -$77K -99 -17%
HFA
2924
High Falls Advisors
New York
$382K +$382K +491 New
IIA
2925
ICW Investment Advisors
Arizona
$382K +$52.9K +68 +16%
115 116
117
118 119