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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 %
CHJWM
3101
Carlton Hofferkamp & Jenks Wealth Management
Texas
$291K +$3.62K +5 +1%
RFM
3102
Royal Fund Management
Florida
$291K +$5.45K +7 +2%
TAM
3103
Todd Asset Management
Kentucky
$289K – – –
WB
3104
West Bancorporation
Iowa
$289K – – –
VR
3105
Valued Retirements
Texas
$288K – – –
MWP
3106
Meredith Wealth Planning
Illinois
$288K -$28K -36 -9%
CM
3107
Cornerstone Management
Georgia
$287K -$11.7K -15 -4%
RRA
3108
Round Rock Advisors
Connecticut
$287K +$287K +369 New
LFS
3109
Lutz Financial Services
Nebraska
$286K -$10.1K -13 -3%
HCM
3110
Highlander Capital Management
New Jersey
$286K -$77.8K -100 -21%
CFS
3111
Coordinated Financial Services
Colorado
$285K +$285K +366 New
KI
3112
Kapitalo Investimentos
Brazil
$285K -$122K -157 -30%
SF
3113
Slagle Financial
Illinois
$283K -$410K -527 -59%
GFG
3114
Goldstone Financial Group
Illinois
$282K +$7.78K +10 +3%
RW
3115
REDW Wealth
New Mexico
$282K – – –
BRIA
3116
Balanced Rock Investment Advisors
Massachusetts
$282K -$108K -139 -28%
MA
3117
MAS Advisors
Florida
$282K +$282K +362 New
SFG
3118
Sterling Financial Group
California
$281K +$3.11K +4 +1%
MAC
3119
Mason & Associates (California)
California
$281K +$281K +361 New
DA
3120
Dash Acquisitions
California
$280K +$30.8K +41 +12%
CIA
3121
Cascade Investment Advisors
Oregon
$280K -$21K -27 -7%
BGAI
3122
Bruce G. Allen Investments
Colorado
$280K -$4.67K -6 -2%
BSAM
3123
Blue Square Asset Management
New York
$280K – – –
BHBT
3124
Burke & Herbert Bank & Trust
Virginia
$280K – – –
FP
3125
Financial Perspectives
Minnesota
$277K -$1.56K -2 -0.6%
123 124
125
126 127