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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 %
HWM
2976
Hohimer Wealth Management
Washington
$352K – – –
MKA
2977
M. Kulyk & Associates
Georgia
$351K -$1.56K -2 -0.4%
SM
2978
Sciencast Management
New Jersey
$350K -$1.72M -2,217 -83%
BONST
2979
Bank of Nova Scotia Trust
Ontario, Canada
$350K – – –
OIA
2980
Optimum Investment Advisors
Illinois
$350K – – –
TC
2981
Trust Company
Kansas
$350K – – –
VIA
2982
Virtus Investment Advisers
Connecticut
$350K +$350K +450 New
EWM
2983
Elite Wealth Management
Washington
$349K +$349K +449 New
SWM
2984
Scissortail Wealth Management
Oklahoma
$349K +$349K +449 New
AIIMS
2985
Analyst IMS Investment Management Services
Israel
$348K +$348K +447 New
PA
2986
Planning Alternatives
Michigan
$348K +$22.6K +29 +7%
AI
2987
Atom Investors
Texas
$347K +$347K +446 New
BWM
2988
Baron Wealth Management
Michigan
$346K +$29.6K +38 +9%
KIA
2989
KLR Investment Advisors
Rhode Island
$346K +$2.19K +3 +0.6%
MCM
2990
Morton Capital Management
California
$344K +$15.6K +20 +5%
CC
2991
Cipher Capital
New York
$343K -$2.93M -3,761 -90%
NMM
2992
Naples Money Management
Florida
$343K – – –
BHIA
2993
Birch Hill Investment Advisors
Massachusetts
$343K +$1.56K +2 +0.5%
OPWM
2994
Oakwell Private Wealth Management
Texas
$343K +$7.78K +10 +2%
LWM
2995
LongView Wealth Management
Georgia
$343K -$16.4K -21 -5%
PCWA
2996
Pacific Capital Wealth Advisors
California
$340K +$10.1K +13 +3%
PFA
2997
Pettinga Financial Advisors
Indiana
$340K +$340K +437 New
HFS
2998
Hoge Financial Services
Pennsylvania
$340K +$340K +437 New
PWA
2999
Phoenix Wealth Advisors
North Carolina
$339K – – –
NAG
3000
Northstar Advisory Group
New Jersey
$339K -$40.9K -53 -11%
118 119
120
121 122