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Eli Lilly
LLY

Overview Fund Activity

3,538 hedge funds and large institutions have $705B invested in Eli Lilly in 2024 Q2 according to their latest regulatory filings, with 274 funds opening new positions, 1,514 increasing their positions, 1,318 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,538
Holders Change
+104
Holders Change %
+3.03%
% of All Funds
51.46%
Holding in Top 10
547
Holding in Top 10 Change
+93
Holding in Top 10 Change %
+20.48%
% of All Funds
7.96%
New
274
Increased
1,514
Reduced
1,318
Closed
116
Calls
$8.06B
Puts
$9.73B
Net Calls
-$1.67B
Net Calls Change
-$2.04B

Top Buyers

1
UBS AM
UBS AM
Illinois
$5.39B
2
Swedbank
Swedbank
Sweden
$1.08B
3
Vanguard Group
Vanguard Group
Pennsylvania
$66.9B
4
Capital Research Global Investors
Capital Research Global Investors
California
$8.26B
5
Morgan Stanley
Morgan Stanley
New York
$12.4B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$19.7B
2
Primecap Management
Primecap Management
California
$17.8B
3
Lilly Endowment
Lilly Endowment
Indiana
$88.2B
4
DZ Bank
DZ Bank
Germany
$1.78B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$30.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
3501
Sumitomo Mitsui Financial Group
Japan
$24.5K +$24.5K +27 New
BCM
3502
Blume Capital Management
California
$22.6K – – –
TIM
3503
Thompson Investment Management
Wisconsin
$22.6K – – –
FCG
3504
Financial Connections Group
California
$21K +$21K +24 New
MDCM
3505
Morgan Dempsey Capital Management
Wisconsin
$20.8K – – –
PPA
3506
Painted Porch Advisors
California
$18.1K -$228K -252 -93%
EC
3507
Elequin Capital
New York
$18.1K +$18.1K +20 New
ECM
3508
Everence Capital Management
Indiana
$16.9K – – –
KA
3509
Kozak & Associates
Colorado
$13.8K -$921 -1 -6%
ACM
3510
Anfield Capital Management
California
$13.6K -$1.56M -1,724 -99%
PS
3511
PayPay Securities
Japan
$13.6K -$8.15K -9 -38%
CNBTD
3512
Citizens National Bank Trust Department
Mississippi
$13.6K -$4.53K -5 -25%
MIA
3513
MeadowBrook Investment Advisors
Michigan
$13.6K – – –
JFG
3514
JDM Financial Group
Texas
$13.6K – – –
DF
3515
DecisionPoint Financial
Arizona
$12.9K +$1.61K +2 +14%
NECFA
3516
New England Capital Financial Advisors
Connecticut
$12.8K – – –
PCFFS
3517
Pacific Center for Financial Services
California
$12.7K – – –
DWA
3518
Delos Wealth Advisors
Texas
$11.8K – – –
FIA
3519
FPC Investment Advisory
California
$10.9K – – –
RL
3520
Rogco LP
Oklahoma
$10.9K – – –
TCM
3521
TD Capital Management
Tennessee
$9.1K – – –
WA
3522
WestEnd Advisors
North Carolina
$9.05K -$2.72K -3 -23%
BC
3523
Belmont Capital
California
$9.05K – – –
VWWMG
3524
Vermillion & White Wealth Management Group
Pennsylvania
$9.05K – – –
SRCM
3525
Signature Resources Capital Management
California
$9.05K – – –
139 140
141
142 143