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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 %
ICP
3051
Interchange Capital Partners
Pennsylvania
$314K +$22.6K +29 +8%
CANC
3052
Culbertson A N & Co
Virginia
$314K – – –
AAMA
3053
Advanced Asset Management Advisors
Ohio
$312K – – –
PFWA
3054
Paces Ferry Wealth Advisors
Georgia
$312K +$312K +401 New
GI
3055
Gradient Investments
Minnesota
$312K -$386K -497 -55%
MBI
3056
May Barnhard Investments
Maryland
$312K -$46.7K -60 -13%
CAWM
3057
Capital Advisors Wealth Management
Washington
$311K – – –
AIFAIM
3058
American Institute for Advanced Investment Management
Arizona
$311K – – –
PHIC
3059
Pine Haven Investment Counsel
Massachusetts
$311K – – –
IB
3060
Iyo Bank
Japan
$311K +$311K +400 New
IWM
3061
Iams Wealth Management
Nebraska
$311K +$311K +410 New
CPCM
3062
Cardinal Point Capital Management
Ontario, Canada
$310K +$2.33K +3 +0.8%
VW
3063
Vance Wealth
California
$310K +$25.7K +33 +9%
HF
3064
Halpern Financial
Virginia
$310K – – –
SWP
3065
Summit Wealth Partners
Florida
$310K – – –
VFPW
3066
Vantage Financial Partners (Wisconsin)
Wisconsin
$309K +$3.89K +5 +1%
TC
3067
Trilogy Capital
California
$308K +$308K +396 New
WFA
3068
WestHill Financial Advisors
California
$308K -$62.2K -80 -17%
SIA
3069
Sage Investment Advisers
New York
$307K -$164K -211 -35%
CMBA
3070
C.M. Bidwell & Associates
Hawaii
$307K -$210K -270 -41%
AG
3071
Algert Global
California
$307K -$499K -640 -62%
WFA
3072
Wellspring Financial Advisors
Ohio
$305K +$305K +392 New
SWM
3073
SilverOak Wealth Management
Minnesota
$304K +$304K +391 New
LFP
3074
Leeward Financial Partners
Washington
$304K +$304K +391 New
KBFS
3075
Kohmann Bosshard Financial Services
Ohio
$303K – – –
121 122
123
124 125