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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 %
ME
2951
McIlrath & Eck
Washington
$362K – – –
SAM
2952
Seelaus Asset Management
New Jersey
$362K -$331K -426 -48%
FWM
2953
FMA Wealth Management
Massachusetts
$362K – – –
KFA
2954
Kapstone Financial Advisors
Ohio
$362K – – –
CWM
2955
Cedar Wealth Management
California
$362K +$20.2K +26 +6%
WIM
2956
Warwick Investment Management
Texas
$361K +$361K +464 New
DI
2957
Diligent Investors
California
$361K -$29.5K -38 -8%
IWN
2958
Independent Wealth Network
Iowa
$360K +$14K +18 +4%
HCM
2959
Hengehold Capital Management
Ohio
$360K -$18.7K -24 -5%
OWM
2960
OneAscent Wealth Management
Alabama
$359K +$359K +461 New
GSIS
2961
Global Strategic Investment Solutions
Arizona
$359K +$58.4K +75 +19%
CWM
2962
Collaborative Wealth Management
Florida
$359K -$3.89K -5 -1%
HIP
2963
Harrell Investment Partners
Texas
$358K +$5.44K +7 +2%
APWM
2964
Atlas Private Wealth Management
New York
$358K -$10.9K -14 -3%
MWM
2965
Maltin Wealth Management
New Jersey
$357K – – –
IPW
2966
Impact Partnership Wealth
Georgia
$357K +$355K +456 +15,200%
SWP
2967
Significant Wealth Partners
Illinois
$356K -$3.06M -3,939 -90%
PFG
2968
PAX Financial Group
Texas
$356K +$11.7K +15 +3%
IIA
2969
IPG Investment Advisors
California
$356K -$113K -145 -24%
IP
2970
Intellectus Partners
California
$355K – – –
CCA
2971
Cottonwood Capital Advisors
Utah
$354K -$35.3K -47 -9%
CWMGP
2972
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$353K +$3.89K +5 +1%
BA
2973
Ballast Advisors
Minnesota
$352K +$778 +1 +0.2%
EARNEST Partners
2974
EARNEST Partners
Georgia
$352K +$42.8K +55 +14%
DA
2975
Dillon & Associates
Michigan
$352K – – –
117 118
119
120 121