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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 %
FWM
3201
Fonville Wealth Management
Virginia
$237K +$237K +305 New
LAIC
3202
Lederer & Associates Investment Counsel
California
$237K +$237K +305 New
BWL
3203
Bogart Wealth LLC
Virginia
$237K +$11.7K +15 +5%
CIC
3204
Cornercap Investment Counsel
Georgia
$236K +$236K +304 New
EWA
3205
Evolution Wealth Advisors
Florida
$236K +$236K +303 New
JPLA
3206
Joseph P. Lucia & Associates
New York
$234K +$234K +301 New
AFIA
3207
America First Investment Advisors
Nebraska
$234K – – –
AGA
3208
Arkos Global Advisors
Texas
$234K +$234K +301 New
FA
3209
Fiduciary Alliance
South Carolina
$234K +$234K +307 New
CM
3210
Columbus Macro
Pennsylvania
$233K -$73.1K -94 -24%
HWM
3211
HRC Wealth Management
Idaho
$233K +$233K +300 New
LCM
3212
Lazari Capital Management
California
$233K +$233K +300 New
AI
3213
Auour Investments
Massachusetts
$233K +$233K +300 New
BAG
3214
Bridgewealth Advisory Group
California
$233K +$233K +300 New
RH
3215
RFG Holdings
Texas
$233K +$233K +299 New
DMKJ
3216
David M. Knott Jr
$233K – – –
FI
3217
Financial Insights
Washington
$233K +$233K +299 New
LF
3218
LifeSteps Financial
California
$233K +$233K +299 New
TVAMP
3219
Tennessee Valley Asset Management Partners
Tennessee
$232K -$9.34K -12 -4%
LIA
3220
LifePlan Investment Advisors
North Carolina
$232K +$232K +298 New
FPGT
3221
Financial Partners Group (Tennessee)
Tennessee
$232K +$232K +298 New
SRA
3222
Secured Retirement Advisors
Minnesota
$232K +$232K +298 New
CSIA
3223
Conrad Siegel Investment Advisors
Pennsylvania
$231K +$231K +297 New
MAA
3224
Matrix Asset Advisors
New York
$231K +$231K +297 New
PK
3225
Pflug Koory
Nebraska
$230K – – –
127 128
129
130 131