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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 %
PSIWM
3251
Paradigm Strategies in Wealth Management
Minnesota
$219K +$219K +281 New
BFA
3252
Beacon Financial Advisory
Ohio
$218K +$218K +280 New
SAM
3253
Shikiar Asset Management
New York
$218K +$218K +280 New
CWC
3254
Carolinas Wealth Consulting
North Carolina
$218K -$31.9M -40,996 -99%
ICM
3255
IMS Capital Management
Oregon
$217K +$217K +279 New
MFG
3256
Mendota Financial Group
Wisconsin
$216K -$153K -196 -41%
CNC
3257
Citizens & Northern Corp
Pennsylvania
$216K -$97.2K -125 -31%
KPWG
3258
KFA Private Wealth Group
Virginia
$215K +$215K +276 New
YWS
3259
Yarger Wealth Strategies
Ohio
$215K +$215K +276 New
EFG
3260
Ehrlich Financial Group
California
$215K +$215K +276 New
WC
3261
Whitney & Co
New York
$214K +$214K +275 New
WFPG
3262
Waller Financial Planning Group
Ohio
$214K +$214K +275 New
PWSG
3263
Pacific Wealth Strategies Group
California
$214K +$214K +275 New
FWM
3264
FSA Wealth Management
Massachusetts
$213K – – –
DCM
3265
Disciplina Capital Management
Tennessee
$212K – – –
PPA
3266
Painted Porch Advisors
California
$212K +$212K +272 New
DW
3267
Dodds Wealth
Colorado
$211K +$211K +271 New
SA
3268
Sunesis Advisors
Kansas
$211K +$211K +271 New
OS
3269
Objectivity Squared
South Carolina
$210K +$210K +276 New
HBWM
3270
Hollow Brook Wealth Management
New York
$210K +$210K +270 New
MFS
3271
Madrona Financial Services
Washington
$210K +$210K +270 New
MIAS
3272
Mason Investment Advisory Services
Virginia
$209K +$209K +269 New
AIA
3273
Allied Investment Advisors
Montana
$209K +$209K +269 New
HP
3274
Holistic Planning
Texas
$208K +$208K +268 New
BBP
3275
Banco BTG Pactual
Brazil
$208K -$2.13M -2,732 -91%
129 130
131
132 133