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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 %
BWM
3276
Buska Wealth Management
Wisconsin
$208K +$208K +267 New
CWP
3277
Core Wealth Partners
California
$208K +$208K +267 New
SA
3278
SRH Advisors
Kansas
$208K – – –
MAM
3279
MWA Asset Management
Massachusetts
$208K +$208K +267 New
MWA
3280
MFA Wealth Advisors
Pennsylvania
$207K +$207K +266 New
OFG
3281
OmniStar Financial Group
North Carolina
$206K +$206K +265 New
TCM
3282
Tradewinds Capital Management
Washington
$206K -$27.2K -35 -12%
SCM
3283
Stonehearth Capital Management
Massachusetts
$206K +$206K +265 New
DI
3284
DDFG Inc
California
$205K +$205K +264 New
VWM
3285
VCI Wealth Management
Missouri
$205K +$205K +263 New
IAS
3286
Investment Advisory Services
Texas
$204K +$204K +263 New
TIM
3287
Total Investment Management
Arizona
$203K +$203K +261 New
AA
3288
AlphaQ Advisors
Florida
$203K +$203K +261 New
MHWM
3289
Montz Harcus Wealth Management
Louisiana
$203K +$203K +261 New
CWA
3290
Capital Wealth Alliance
Arizona
$203K +$203K +260 New
CCM
3291
Compass Capital Management
Minnesota
$202K +$202K +260 New
AL
3292
ADE LLC
Maryland
$201K +$201K +259 New
TAM
3293
TCP Asset Management
Ohio
$201K +$201K +259 New
TI
3294
tru Independence
Oregon
$201K +$201K +259 New
RC
3295
Rovin Capital
Arizona
$201K +$201K +258 New
OWA
3296
One Wealth Advisors
California
$201K +$201K +258 New
KWM
3297
Kolinsky Wealth Management
New Jersey
$201K +$201K +258 New
PWP
3298
Phillips Wealth Planners
Mississippi
$200K -$140K -187 -41%
HWM
3299
Horizons Wealth Management
North Carolina
$197K – – –
GWP
3300
Gen-Wealth Partners
Michigan
$197K +$197K +253 New
130 131
132
133 134