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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 %
C
3226
Covestor
United Kingdom
$230K +$14K +18 +6%
IF
3227
IRON Financial
Illinois
$230K +$230K +295 New
BWCS
3228
Beirne Wealth Consulting Services
Connecticut
$229K -$227K -292 -50%
DWM
3229
Dorchester Wealth Management
Quebec, Canada
$229K +$229K +294 New
RDIA
3230
RE Dickinson Investment Advisors
Iowa
$228K – – –
SNB
3231
Security National Bank
Nebraska
$228K -$26.5K -34 -10%
AFAS
3232
Acorn Financial Advisory Services
Virginia
$228K +$228K +293 New
VAF
3233
Values Added Financial
District of Columbia
$227K +$227K +292 New
AWA
3234
ARQ Wealth Advisors
Arizona
$226K +$226K +291 New
CFO
3235
Callan Family Office
Pennsylvania
$226K +$226K +291 New
EIG
3236
Ellenbecker Investment Group
Wisconsin
$226K +$226K +290 New
GA
3237
Gordian Advisors
Arizona
$225K +$225K +290 New
RIM
3238
Rockbridge Investment Management
New York
$225K – – –
KDA
3239
Kraft Davis & Associates
Missouri
$225K +$225K +296 New
HWM
3240
Horizon Wealth Management
Illinois
$224K +$224K +287 New
ACM
3241
Advance Capital Management
Michigan
$223K +$223K +287 New
BIM
3242
Bullseye Investment Management
Ohio
$223K +$223K +287 New
HWA
3243
Heartwood Wealth Advisors
Virginia
$223K +$223K +287 New
FW
3244
FirstPurpose Wealth
Utah
$223K +$223K +293 New
NL
3245
NDWM LLC
California
$222K +$222K +286 New
IWP
3246
Insight Wealth Partners
Texas
$222K +$222K +285 New
MCM
3247
Mattern Capital Management
Colorado
$222K +$222K +285 New
CC
3248
Capital Counsel
New York
$222K +$222K +285 New
RRCM
3249
Rappaport Reiches Capital Management
Illinois
$221K +$221K +284 New
BC
3250
Bridgefront Capital
Texas
$219K +$219K +282 New
128 129
130
131 132