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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 %
EL
3301
EMFO LLC
Florida
$194K – – –
GIA
3302
Goodwin Investment Advisory
Georgia
$194K +$194K +250 New
KLWA
3303
Kelly Lawrence W & Associates
California
$193K – – –
FCT
3304
First Community Trust
Iowa
$191K +$152K +195 +390%
TFM
3305
TFC Financial Management
Massachusetts
$189K -$28K -36 -13%
FPFS
3306
First Personal Financial Services
North Carolina
$187K -$38.9K -50 -17%
BWM
3307
BKM Wealth Management
Wisconsin
$187K -$7K -9 -4%
WR
3308
WD Rutherford
Oregon
$187K +$187K +240 New
NCM
3309
Northwest Capital Management
Oregon
$177K – – –
CAM
3310
Creekmur Asset Management
Illinois
$173K +$70.8K +91 +69%
SWM
3311
Sugarloaf Wealth Management
Georgia
$171K -$162K -208 -49%
CWM
3312
Cranbrook Wealth Management
Michigan
$170K -$15.6K -20 -8%
UIA
3313
Ulland Investment Advisors
Minnesota
$166K +$10.9K +14 +7%
EMFAT
3314
Emerald Mutual Fund Advisers Trust
Pennsylvania
$165K -$5.45K -7 -3%
VCMGDR
3315
Vinland Capital Management Gestora de Recursos
Brazil
$159K +$159K +205 New
BAM
3316
Bellevue Asset Management
Washington
$156K – – –
TCG
3317
Transcendent Capital Group
Oklahoma
$152K – – –
OPTFSNA
3318
Old Point Trust & Financial Services N A
Virginia
$146K – – –
AFWM
3319
Abich Financial Wealth Management
Virginia
$143K +$26.5K +34 +23%
CIA
3320
Cape Investment Advisory
Georgia
$141K -$27.2K -35 -16%
MFT
3321
Moisand Fitzgerald Tamayo
Florida
$136K – – –
AWM
3322
Abound Wealth Management
Tennessee
$134K +$3.12K +4 +2%
PWMG
3323
Private Wealth Management Group
New Jersey
$134K -$1.56K -2 -1%
DWS
3324
Dynamic Wealth Strategies
California
$131K +$25.7K +33 +24%
MLA
3325
MB, Levis & Associates
Pennsylvania
$129K +$27.9K +36 +28%
131 132
133
134 135