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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 %
CGPCS
301
Capital Group Private Client Services
California
$75.2M -$18.1M -23,280 -19%
BPWM
302
Badgley Phelps Wealth Managers
Washington
$75.2M -$2.09M -2,685 -3%
CA
303
Cetera Advisors
Colorado
$74.9M +$32.7M +42,003 +77%
ZIM
304
Zacks Investment Management
Illinois
$74.8M +$6.82M +8,762 +10%
CTB
305
Country Trust Bank
Illinois
$73.9M -$10.1M -12,955 -12%
KFC
306
Klingenstein Fields & Co
New York
$73.8M -$1.37M -1,757 -2%
NLGIA
307
Nippon Life Global Investors Americas
New York
$72.6M -$6.71M -8,620 -8%
AGP
308
Artia Global Partners
Florida
$72M – – –
GAM
309
Groupama Asset Management
France
$71.8M -$14.5M -16,372 -17%
YCM
310
Yousif Capital Management
Michigan
$71.4M -$3.02M -3,888 -4%
MLL
311
Moody Lynn & Lieberson
Massachusetts
$70.9M +$232K +298 +0.3%
O
312
Ossiam
France
$70.5M +$15.6M +20,046 +28%
CAN
313
Cetera Advisor Networks
California
$69.7M +$7.49M +9,628 +12%
Kayne Anderson Rudnick Investment Management
314
Kayne Anderson Rudnick Investment Management
California
$69.6M -$1.49M -1,921 -2%
TCA
315
Teewinot Capital Advisers
New York
$68.5M +$24.3M +31,269 +55%
CIS
316
Capital International Sarl
California
$68.4M -$19.9M -25,604 -23%
IMRF
317
Illinois Municipal Retirement Fund
Illinois
$67.4M +$2.96M +3,805 +5%
IMPI
318
Ilmarinen Mutual Pension Insurance
Finland
$67.1M – – –
CWM
319
Circle Wealth Management
New Jersey
$66.8M +$125K +161 +0.2%
NC
320
Nicholas Company
Wisconsin
$65.4M -$11.7M -15,020 -15%
MAM
321
Martingale Asset Management
Massachusetts
$65.1M -$4.59M -5,898 -7%
OGC
322
Oak Grove Capital
New Hampshire
$64.7M +$11.8M +15,159 +22%
OIAM
323
OFI Invest Asset Management
France
$64.6M +$2.95M +4,101 +5%
Rafferty Asset Management
324
Rafferty Asset Management
New York
$64.5M +$858K +1,103 +1%
First Trust Advisors
325
First Trust Advisors
Illinois
$63.6M -$4.01M -5,159 -6%
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