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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 %
JWM
3076
Jessup Wealth Management
Ohio
$303K +$303K +390 New
QWM
3077
Quaker Wealth Management
New Jersey
$303K – – –
CCP
3078
Clarity Capital Partners
California
$303K +$303K +389 New
PBF
3079
Petix & Botte Financial
California
$302K -$302K -388 -50%
LAM
3080
Lifestyle Asset Management
Texas
$302K -$42K -54 -12%
MPIA
3081
Mountain Pacific Investment Advisers
Idaho
$300K – – –
OWA
3082
ORBA Wealth Advisors
Illinois
$300K +$11.7K +15 +4%
EA
3083
Ellsworth Advisors
Ohio
$299K +$3.76K +5 +1%
HSG
3084
Helen Stephens Group
Texas
$299K +$10.1K +13 +4%
PAM
3085
Peak Asset Management
Colorado
$298K -$47.5K -61 -14%
PA
3086
Parkside Advisors
California
$297K – – –
WF
3087
Whelan Financial
California
$297K +$297K +381 New
CFSG
3088
Clark Financial Services Group
Missouri
$296K +$10.1K +13 +4%
CP
3089
Castleview Partners
Texas
$296K – – –
LFA
3090
Level Financial Advisors
New York
$294K – – –
DI
3091
Disciplined Investments
Oklahoma
$294K -$10.9K -14 -4%
TAM
3092
Titleist Asset Management
Texas
$294K +$294K +378 New
FCG
3093
Fielder Capital Group
Tennessee
$294K -$9.33K -12 -3%
WBCM
3094
Wilson & Boucher Capital Management
California
$294K +$294K +377 New
QCIG
3095
Quad-Cities Investment Group
Iowa
$294K -$17.1K -22 -6%
LC
3096
Landaas & Company
Wisconsin
$293K – – –
FF
3097
Francis Financial
$293K +$779 +1 +0.3%
KFA
3098
Kelleher Financial Advisors
New York
$293K – – –
PP
3099
PFS Partners
New Jersey
$292K -$19.5K -25 -6%
PCMC
3100
Planning Capital Management Corporation
Pennsylvania
$292K -$42.8K -55 -13%
122 123
124
125 126