LLY icon

Eli Lilly
LLY

Overview Fund Activity

3,434 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, 1,278 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,434
Holders Change
+184
Holders Change %
+5.66%
% of All Funds
49.78%
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
1,278
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 %
SFA
3326
Semmax Financial Advisors
North Carolina
$119K +$56.2K +74 +89%
MSG
3327
Main Street Group
Virginia
$118K +$9.24K +12 +9%
PIS
3328
POM Investment Strategies
North Carolina
$117K – – –
LTI
3329
Laffer Tengler Investments
Tennessee
$117K +$86.4K +111 +285%
POIA
3330
Pin Oak Investment Advisors
Texas
$116K -$23.4K -30 -17%
BFP
3331
Briaud Financial Planning
Texas
$114K +$114K +146 New
TWD
3332
True Wealth Design
Ohio
$112K +$83.2K +107 +289%
LFASL
3333
Lugano Financial Advisors SA (LFA)
Switzerland
$108K – – –
SVCP
3334
Silicon Valley Capital Partners
California
$108K – – –
SC
3335
Stephens Consulting
Michigan
$107K – – –
FPF
3336
First Pacific Financial
Washington
$101K – – –
S
3337
Sachetta
Massachusetts
$99.5K – – –
SHIM
3338
Stone House Investment Management
Pennsylvania
$97.7K +$39.6K +51 +68%
EFMH
3339
E Fund Management (HK)
Hong Kong
$94K +$94K +121 New
CSC
3340
Caldwell Sutter Capital
California
$87.1K -$18.7K -24 -18%
CQS
3341
Credential Qtrade Securities
$87.1K -$31.1K -40 -26%
VWA
3342
Valued Wealth Advisors
Utah
$81.7K +$11.7K +15 +17%
W
3343
WealthCollab
Washington
$80.9K – – –
TLA
3344
Tanglewood Legacy Advisors
Texas
$80.9K +$3.11K +4 +4%
LI
3345
LRI Investments
Florida
$80.9K +$80.9K +104 New
FGAM
3346
Financial Gravity Asset Management
Texas
$80.4K +$44.3K +64 +123%
DCP
3347
DSM Capital Partners
Florida
$78.6K +$15.6K +20 +25%
NBT
3348
Northwest Bank & Trust
Iowa
$78.1K +$78.1K +100 New
CPA
3349
Clear Point Advisors
New York
$77.8K – – –
MWA
3350
Miller Wealth Advisors
Colorado
$77.8K – – –
132 133
134
135 136