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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 %
HAS
2926
HBW Advisory Services
California
$380K – – –
CCA
2927
Cadent Capital Advisors
Oklahoma
$380K – – –
AW
2928
Alaethes Wealth
Nevada
$380K -$73.9K -95 -16%
BSI
2929
Bennett Selby Investments
Maine
$379K +$80.1K +103 +27%
TCMP
2930
Thrive Capital Management (Pennsylvania)
Pennsylvania
$378K +$39.7K +51 +12%
CSA
2931
Cottage Street Advisors
Massachusetts
$378K -$777 -1 -0.2%
CG
2932
Clifford Group
Massachusetts
$377K – – –
CB
2933
Centennial Bank
Arkansas
$377K – – –
DWM
2934
Darwin Wealth Management
Florida
$376K -$38.2K -49 -9%
PCA
2935
Providence Capital Advisors
North Carolina
$376K – – –
BBA
2936
Braun-Bostich & Associates
Pennsylvania
$376K +$52.1K +67 +16%
PWM
2937
PBMares Wealth Management
Virginia
$375K -$577K -742 -61%
VPP
2938
Vertex Planning Partners
Illinois
$375K -$30.3K -39 -7%
GPA
2939
Garrison Point Advisors
California
$373K – – –
Cohen & Steers
2940
Cohen & Steers
New York
$371K – – –
MF
2941
Montis Financial
Massachusetts
$368K +$7.01K +9 +2%
BAM
2942
Byrne Asset Management
New Jersey
$367K -$49.8K -64 -12%
HCM
2943
Hutchinson Capital Management
California
$366K +$2.33K +3 +0.6%
AIS
2944
AM Investment Strategies
Tennessee
$366K – – –
AA
2945
Acorns Advisers
California
$366K +$366K +471 New
ACGA
2946
Atlanta Consulting Group Advisors
Georgia
$365K +$365K +469 New
EAM
2947
Empirical Asset Management
Massachusetts
$364K +$267K +1,292 +278%
UWM
2948
USAdvisors Wealth Management
Minnesota
$363K +$32.7K +42 +10%
PPWM
2949
PFG Private Wealth Management
Florida
$363K -$122K -157 -25%
AFP
2950
Alpha Financial Partners
Kentucky
$362K – – –
116 117
118
119 120