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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 %
AFS
3126
Annapolis Financial Services
Maryland
$276K -$314K -404 -53%
PWA
3127
Provenance Wealth Advisors
Florida
$276K -$4.67K -6 -2%
FEG
3128
Fund Evaluation Group
Ohio
$275K +$275K +353 New
FCIM
3129
Fairview Capital Investment Management
California
$275K +$275K +353 New
IW
3130
Instrumental Wealth
Florida
$274K +$274K +339 New
CWA
3131
Cornerstone Wealth Advisors
Minnesota
$274K – – –
TSWM
3132
Tyler-Stone Wealth Management
Ohio
$273K +$74.7K +96 +38%
SCM
3133
Stordahl Capital Management
Colorado
$272K – – –
PAM
3134
Paradigm Asset Management
New York
$272K -$117K -150 -30%
LFA
3135
Legend Financial Advisors
Pennsylvania
$272K – – –
AWM
3136
Adams Wealth Management
Utah
$272K – – –
NME
3137
Notis-McConarty Edward
$272K -$58.3K -75 -18%
CFS
3138
Cannon Financial Strategists
Georgia
$271K – – –
AWM
3139
AAF Wealth Management
Massachusetts
$270K – – –
FDDB
3140
Fidelity D&D Bancorp
Pennsylvania
$268K -$38.9K -50 -13%
PD
3141
Planning Directions
Pennsylvania
$268K +$777 +1 +0.3%
MA
3142
Modus Advisors
Minnesota
$268K +$268K +344 New
VIM
3143
Vista Investment Management
Pennsylvania
$267K -$778 -1 -0.3%
GRA
3144
Golden Road Advisors
Florida
$266K -$8.56K -11 -3%
SL
3145
Summitry LLC
California
$265K +$265K +341 New
CC
3146
Capstone Capital
Nevada
$265K +$265K +341 New
TCM
3147
TruNorth Capital Management
Michigan
$265K +$265K +340 New
GA
3148
GSG Advisors
New Jersey
$264K -$40.4K -52 -13%
FZCM
3149
Flynn Zito Capital Management
New York
$263K +$263K +338 New
AI
3150
Arrien Investments
Idaho
$263K -$103K -133 -28%
124 125
126
127 128