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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 %
VC
3151
Veery Capital
Delaware
$263K -$11.7K -15 -4%
LCC
3152
Lincoln Capital Corp
Rhode Island
$263K +$263K +338 New
CP
3153
Capital Planning
Washington
$262K +$262K +337 New
SSC
3154
Syverson Strege & Co
Iowa
$262K +$262K +337 New
TAM
3155
Trillium Asset Management
Massachusetts
$261K +$261K +335 New
FA
3156
Financial Avengers
California
$261K +$760 +1 +0.3%
SI
3157
Saxon Interests
Texas
$261K +$261K +335 New
LSA
3158
Lion Street Advisors
Texas
$260K – – –
FCM
3159
Fourpath Capital Management
Oklahoma
$260K +$260K +334 New
UW
3160
Unique Wealth
Florida
$260K +$260K +334 New
KWAG
3161
Kiely Wealth Advisory Group
North Carolina
$259K -$50.3K -68 -16%
AFWM
3162
AMJ Financial Wealth Management
Virginia
$259K -$9.35K -12 -3%
CFA
3163
Camarda Financial Advisors
Florida
$258K -$208K -267 -45%
GWM
3164
Gitterman Wealth Management
New Jersey
$258K +$258K +332 New
GJIA
3165
Glass Jacobson Investment Advisors
Maryland
$257K -$9.35K -12 -4%
CWM
3166
CCG Wealth Management
California
$257K +$257K +330 New
JHP
3167
James Hambro & Partners
United Kingdom
$255K +$255K +328 New
CMP
3168
Courage Miller Partners
Virginia
$254K +$254K +327 New
NCM
3169
Nelson Capital Management
California
$254K +$254K +326 New
MWA
3170
Moser Wealth Advisors
Washington
$253K – – –
TLCM
3171
Twin Lakes Capital Management
California
$253K – – –
LI
3172
Lafayette Investments
Maryland
$253K +$253K +325 New
SWM
3173
Selective Wealth Management
Virginia
$252K +$252K +331 New
CASC
3174
Coppell Advisory Solutions Corp
Texas
$252K +$252K +324 New
SR
3175
Syntax Research
Florida
$251K +$77.8K +100 +45%
125 126
127
128 129