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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 %
SBWIC
3026
Schaper Benz & Wise Investment Counsel
Wisconsin
$324K +$324K +417 New
CSWM
3027
Cassady Schiller Wealth Management
Ohio
$324K -$14K -18 -4%
LCS
3028
Levin Capital Strategies
New York
$323K – – –
RI
3029
Ridgewood Investments
New Jersey
$323K – – –
TSW
3030
Three Seasons Wealth
Utah
$322K -$1.45M -1,897 -82%
CMAI
3031
Capital Management Associates Inc
Minnesota
$322K – – –
KFS
3032
Kelly Financial Services
Massachusetts
$322K -$14K -18 -4%
AAM
3033
Augustine Asset Management
Florida
$321K -$4.67K -6 -1%
PCM
3034
Peirce Capital Management
Texas
$321K -$25.7K -33 -7%
CPWM
3035
Cypress Point Wealth Management
Texas
$321K +$321K +412 New
NWA
3036
New World Advisors
Massachusetts
$320K +$1.56K +2 +0.5%
WDL
3037
Well Done LLC
Michigan
$320K +$320K +411 New
IPW
3038
Invictus Private Wealth
Colorado
$319K -$12.4K -16 -4%
TC
3039
Truvestments Capital
Florida
$319K – – –
CPP
3040
Capasso Planning Partners
South Carolina
$318K -$6.22K -8 -2%
OA
3041
Operose Advisors
Wisconsin
$318K – – –
TWP
3042
Triad Wealth Partners
Kansas
$318K +$318K +409 New
NPF
3043
Norris Perne & French
Michigan
$318K +$318K +408 New
MRWM
3044
ML&R Wealth Management
Texas
$317K +$42.8K +55 +16%
BFS
3045
Burkett Financial Services
South Carolina
$316K +$12.4K +16 +4%
RAG
3046
RIA Advisory Group
Iowa
$315K +$315K +405 New
HFS
3047
Howard Financial Services
Texas
$315K -$3.89K -5 -1%
HGWM
3048
Horst & Graben Wealth Management
Oregon
$314K – – –
SC
3049
Seldon Capital
California
$314K – – –
KA
3050
Kooman & Associates
Pennsylvania
$314K +$7.78K +10 +3%
120 121
122
123 124