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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 %
Members Trust
3176
Members Trust
Florida
$251K +$251K +323 New
WFA
3177
WMG Financial Advisors
Tennessee
$251K +$251K +323 New
GL
3178
Gerber LLC
Ohio
$251K +$251K +322 New
GB
3179
Goepper Burkhardt
South Carolina
$249K +$12.2K +16 +5%
4WM
3180
49 Wealth Management
Texas
$249K +$249K +327 New
EWA
3181
ERTS Wealth Advisors
Michigan
$247K +$247K +318 New
JSAM
3182
J. Safra Asset Management
New York
$247K -$221K -284 -47%
NCM
3183
Noesis Capital Mangement
Florida
$246K -$485K -623 -66%
CJFS
3184
Coulter & Justus Financial Services
Tennessee
$246K -$222K -285 -47%
WWM
3185
Waterway Wealth Management
Texas
$245K +$245K +315 New
HB
3186
Horizon Bancorp
Indiana
$245K -$5.46K -7 -2%
CVA
3187
Central Valley Advisors
California
$245K +$245K +314 New
NCM
3188
Novare Capital Management
North Carolina
$244K +$244K +314 New
BMWM
3189
Brown Miller Wealth Management
Virginia
$244K +$244K +313 New
AWM
3190
AllSquare Wealth Management
New York
$244K – – –
VCG
3191
Vantage Consulting Group
Virginia
$243K -$60.7K -78 -20%
SCM
3192
Sterneck Capital Management
Missouri
$243K +$243K +312 New
LRIA
3193
Leonard Rickey Investment Advisors
Washington
$243K +$243K +312 New
SFS
3194
Sharp Financial Services
Pennsylvania
$241K -$93.4K -120 -28%
BIA
3195
Bell Investment Advisors
California
$240K +$6.22K +8 +3%
OCM
3196
Objective Capital Management
Ohio
$239K +$239K +307 New
EL
3197
Envoi LLC
Minnesota
$238K +$238K +306 New
TPCM
3198
Templeton & Phillips Capital Management
Tennessee
$238K +$238K +306 New
SDWMA
3199
Schneider Downs Wealth Management Advisors
Pennsylvania
$237K -$92.6K -119 -28%
IEFM
3200
IQ EQ Fund Management
Ireland
$237K -$45.9K -59 -16%
126 127
128
129 130