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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 %
MFA
3001
Morling Financial Advisors
California
$338K -$91K -117 -21%
BEAM
3002
Baker Ellis Asset Management
Washington
$338K +$27.2K +35 +9%
LODC
3003
Lanham O'Dell & Company
West Virginia
$337K -$617K -793 -65%
AFA
3004
Arlington Financial Advisors
California
$337K +$52.1K +67 +18%
ACA
3005
Aspire Capital Advisors
Washington
$336K +$21.8K +28 +7%
LSWM
3006
Lorne Steinberg Wealth Management
Canada
$335K +$12.4K +16 +4%
CCC
3007
Chelsea Counsel Company
California
$335K – – –
SCA
3008
Stuart Chaussee & Associates
California
$335K – – –
GCA
3009
Genesee Capital Advisors
New York
$334K +$778 +1 +0.2%
WAM
3010
Weiss Asset Management
Massachusetts
$333K +$333K +428 New
VFG
3011
Victory Financial Group
Texas
$332K +$38.1K +49 +13%
APW
3012
Acima Private Wealth
Virginia
$331K -$2.33K -3 -0.7%
BCM
3013
Brown Capital Management
Maryland
$330K – – –
CPA
3014
Capital Performance Advisors
California
$330K +$39.7K +51 +14%
CA
3015
CapWealth Advisors
Tennessee
$329K – – –
RFP
3016
Root Financial Partners
California
$329K +$329K +422 New
SL
3017
Sentinus LLC
Illinois
$328K +$328K +421 New
GCM
3018
Gallacher Capital Management
Colorado
$327K -$777 -1 -0.2%
SCM
3019
SOL Capital Management
Maryland
$327K -$23.4K -30 -7%
SMWM
3020
Silvia McColl Wealth Management
California
$327K – – –
HCP
3021
Holt Capital Partners
Texas
$327K -$486K -625 -60%
OCPWS
3022
One Charles Private Wealth Services
Massachusetts
$327K -$19.4K -25 -6%
MF
3023
Meridian Financial
Massachusetts
$325K – – –
RCM
3024
RMR Capital Management
California
$325K – – –
UWPG
3025
Ullmann Wealth Partners Group
Florida
$325K +$325K +418 New
119 120
121
122 123